HubSpot

learn how to connect engini to hubspot with the hubspot activities in engini, you can create, delete, update, and retrieve one or more records getting started with hubspot prerequisites a hubspot account you can create a free account at https //app hubspot com/signup hubspot/crm?hubs signup url=https%3a%2f%2fknowledge hubspot com\&hubs signup cta=kb nav\&step=landing page& ga=2 5246256 2066738950 1718638293 476029691 1718638293\&uuid=e1982788 e038 44cc 8fd9 23724924f0d5 connecting engini to hubspot add a connection to salesforce in engini enter your engini account at https //app engini io/ navigate to connections page by clicking on the connections on the left sidebar or by clicking https //app engini io/connections click on the add connection option located at the topbar choose hubspot option from the available applications enter the following details in the “edit connection” form connection name choose a significant name click on the “sign in” button token field automatically populated post connecting to a hubspot account sign into your hubspot account click on the save button to save the connection triggers engini has 2 schedule triggers for hubspot check for object created object type – select the type of object you want to check if a new record has been created starting (utc) – choose the date and time for this workflow to start working for the selected day time the workflow will run according to the selected frequency recur every select the time interval the minimum time interval is 15 minutes add time frame select the duration of the action next run at – you’ll see the date and time for the next run according to utc time and your local time add sorting you can define your own sort for the records click on the “add sorting” button choose from the drop down the field you want to sort by choose the sorting option descending or ascending you can define a multi sort by adding more than one field to the sort use the arrows on the right to select the field that will be used as the primary sort, secondary, etc add conditions you can specify which records will be returned from the search results by utilizing the “add condition” button choose from the drop down the field you want to filter by select the condition you want the record to meet for the selected field click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you want to filter check for object updated object type – select the type of object you want to check if a new record has been created starting (utc) – choose the date and time for this workflow to start working for the selected day time the workflow will run according to the selected frequency recur every select the time interval the minimum time interval is 15 minutes add time frame select the duration of the action next run at – you’ll see the date and time for the next run according to utc time and your local time add sorting you can define your own sort for the records click on the “add sorting” button choose from the drop down the field you want to sort by choose the sorting option descending or ascending you can define a multi sort by adding more than one field to the sort use the arrows on the right to select the field that will be used as the primary sort, secondary, etc add conditions you can specify which records will be returned from the search results by utilizing the “add condition” button choose from the drop down the field you want to filter by select the condition you want the record to meet for the selected field click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you want to filter actions create record creates a new record of the selected object type in hubspot object type field select from the drop down the type of record you want to create add field by clicking the “add field” button, you can choose how to fill in the various fields in the record you chose to create you can add one field to the activity or more fields to the activity definitions, up to the number of fields in the object choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you want to populate create association in hubspot, associations represent the relationships between objects and activities for example, a deal can be associated with a company and contacts, as well as linked to meetings, and emails these associations interconnect all relevant information, providing a clear view of the sales process from object type select the type of object you want to associate from the drop down menu for example, deal from object id the id of the record for association in the example, it would represent the specific deal to object type select the type of object you want to associate with from the drop down menu for example, company to object id the id of the record to associate to in the example, it would represent the specific company update record object type select the type of object from the drop down menu id enter the id of the record you want to update delete record object type select the type of object from the drop down menu id enter the id of the record you want to delete delete association deletes an association from object type specifies the type of object where the association originates from object id id of the specific object you want to remove associations from to object type specifies the type of the object to which the association leads to object id id of the specific object (from 3) that is associated with the object from 1 get record gets a specified record from an object object type select from the drop down the type of record you want to retrieve id enter the id of the record you want to retrieve archived specify here if the record is archived choose ‘true’ if it is archived, otherwise choose ‘false’ get records gets all the records of an object object type select from the drop down the type of record you want to retrieve search top n you can set the maximum number of records engini will return for the object you chose (default = all records) add filter you can specify which records will be returned from the search results by utilizing the “add filter” button choose from the drop down the field you want to filter by select the condition you want the record to meet for the selected field click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 4 for all the fields you want to populate add sorting you can define your own sort for the records on the “add sorting” button choose from the drop down the field you want to sort by choose the sorting option descending or ascending you can do a multi sort by choosing to sort more than one field use the arrows on the right to select the field that will be used as the primary sort, secondary, etc get associations retrieve the associations within an object object type specifies the source object type from which you want to retrieve associations object id the id of the association’s object to object type specifies the destination object type to which the associations lead get contacts retrieves all the contacts that exist in the connection send api request base url – this is the root url of the api you’re sending the request to relative url a relative url specifies a path relative to the current document or context method specifies the type of request being made choose from the tooltip the method you want to use delete – used to request the removal of a resource on the server get – requests a resource from the server patch – used to partially update or modify an existing resource on the server it is similar to the put method, but instead of replacing the entire resource, patch allows you to specify only the changes or updates to be applied to the resource post (by default) submits data to be processed by the server put used to update or replace an existing resource on the server body type the request body typically contains the payload or content of the request, which can be in various formats choose from the drop down the body type application/json indicates that the request body contains data in json format application/x www form urlencoded indicates that the request body contains form data, typically used in html forms file indicates that the request body contains a file to be uploaded multipart/form data indicates that the request body contains binary data or files, typically used for uploading files from a client to a server text/html indicates that the request body contains html text data text/plain indicates that the request body contains plain text data text/xml indicates that the request body contains xml text data body contains any data that is being sent to the server add headers additional metadata about the request, such as the type of data the engini can accept, the length of the request body, and authentication information click on the “add headers” button to add a header click on the key field to enter the key, and on the value field to enter a value each header consists of a key value pair, where the key is the name of the parameter, and the value is the data associated with that parameter click on the “add key” button to add more keys add queries the query refers to the parameters or data that are included in the url of an http request to provide additional information or instructions to the server queries are typically used in the http get request method to specify the values or filters for the requested data, although they can also be used in other http request methods queries are added to the url of an http request after a question mark (“?”) and are separated by ampersands (“&”) click on the “add queries” button to add a query click on the key field to enter the key, and on the value field to enter a value each query consists of a key value pair, where the key is the name of the parameter, and the value is the data associated with that parameter click on the “add key” button to add more keys