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 hubspot 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 hubspot in engini enter your engini account at https //app engini io https //app engini io/ navigate to connections page by clicking on the connections on the left sidebar or by clicking here https //app engini io/connections click on the "new integration" option located at the top bar choose hubspot option from the available applications enter the following details in the “new integration” form and press save connection name – enter a meaningful name that will help you identify the connection later access token – this field is automatically populated after successfully connecting to a hubspot account the token is used to authenticate requests made through the connector sign in – click the sign in button and log in to your hubspot account follow the authorization steps and approve the requested permissions save – click 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 sort click add sort to organize the data list by a selected field in ascending or descending order to learn more about sorting data, click here https //help engini ai/workflow editor#add sorts add conditions click add conditions to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add conditions 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 sort click add sort to organize the data list by a selected field in ascending or descending order to learn more about sorting data, click here https //help engini ai/workflow editor#add sorts add conditions click add conditions to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add conditions actions create record creates a new record of the selected object type in hubspot object type select from the drop down the type of record you want to create add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields 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 updates an existing hubspot crm record by selecting the object type, providing the record id, and specifying the fields to be updated object type select the type of object from the drop down menu id enter the id of the record you want to update add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields delete record deletes an existing hubspot crm record by selecting the object type and providing the record id 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 existing association between two hubspot crm records by selecting the source and target object types and providing their record ids 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 retrieves a specific hubspot crm record by selecting the object type, providing the record id, and choosing whether archived records should be included 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 retrieves multiple hubspot crm records by selecting the object type, optionally searching specific properties, limiting the number of results, and applying filters or sorting object type select from the drop down the type of record you want to retrieve search enter a search term to find records using the default searchable properties of the selected hubspot object type top n you can set the maximum number of records engini will return for the object you chose (default = all records) add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters add sort click add sort to organize the data list by a selected field in ascending or descending order to learn more about sorting data, click here https //help engini ai/workflow editor#add sorts get associations retrieves all hubspot crm records associated with a specific record by selecting the source object type, providing its record id, and choosing the associated object type 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 send api request sends a custom api request to hubspot by specifying the endpoint, http method, request body, headers, and query parameters 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