Table of Contents

HubSpot CRM

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

HubSpot CRM

With HubSpot CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the events, recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module., contacts, engagements, files, and form submissions in your HubSpot CRM account.

To use the HubSpot CRM modules, you must have a HubSpot CRM userCan use the system on a limited basis based on the rights assigned by the admin. account. You can create a user account at https://app.hubspot.com/signup-hubspot.

To use HubSpot CRM webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. and a few other features, you must have a HubSpot CRM developer account. You can create a developer account at https://app.hubspot.com/signup-hubspot/developers.

Refer to the HubSpot API Documentation for a list of available endpoints.

Connect Hubspot CRM to Boost.space Integrator

To establish the connection in Boost.space Integrator:

Log in to your Boost.space Integrator account, add a Hubspot CRM modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection. You will need to have a developer account and use advanced settings for this feature. For more information, see Connect Hubspot CRM to Boost.space Integrator using advanced settings below.
Optional: In the Connection name field, enter a name for the connection.
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Hubspot CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Connect Hubspot CRM to Boost.space Integrator using advanced settings

The following modules require a Hubspot CRM developer account and a connection using advanced settings:

Watch Notifications (uses a webhook)
Create a Timeline Event
List Timeline Event Templates

To establish the connection using advanced settings, you must:

Create a Hubspot CRM custom application

To create a custom application:

Log in to your HubSpot developer account.
If you do not have any existing apps, click on Create an app . If you have existing apps, click on Manage apps > Create app.
In the App Info tab, enter the following details:

Public app name

Enter the app name.

App logo (Optional)

Click the Upload button to add an image.

Description (Optional)

Enter the app details.

In the Auth tab, enter the following details:

Install URL (OAuth)

Leave this field blank.

Redirect URLs

Enter https://integrator.boost.space/oauth/cb/hubspotcrm

Scopes

This is only required if you are using the Watch Notifications module, as this module requires a webhook.

Add required scopes based on the subscriptions you will watch for. Refer to the Required Permissions for Hubspot CRM Webhooks Custom AppCreate your own custom apps to be used in the integrator engine and share them with users in your organization. Scopes column for the required scopes to include.

If you are not using a webhook module, you can leave this section blank.

Click Save changes.
Scroll up to the App credentials section, copy the Client ID and Client Secret values, and store them in a safe place.

You now have the client credentials to use when creating your OAuth connection in Boost.space Integrator .

	Note
Each HubSpot CRM Custom Application can only be associated with one webhook URL. To watch for multiple events (subscriptions), add all desired subscriptions when configuring the module in Boost.space Integrator. Refer to your HubSpot CRM subscription for information regarding how many Custom Applications you can create.

Note

Each HubSpot CRM Custom Application can only be associated with one webhook URL. To watch for multiple events (subscriptions), add all desired subscriptions when configuring the module in Boost.space Integrator.

Refer to your HubSpot CRM subscription for information regarding how many Custom Applications you can create.

Obtain your Hubspot CRM developer API key and User ID

To obtain your API key and User ID:

In your HubSpot developer account, click on the Apps tab in the top menu.
Click Get HubSpot API key.
If you have an existing API key, click Show key and copy the key value. If you do not have an existing key, click the Create key button and copy the key value. Store it in a safe place.
Copy your User ID and store it in a safe place.

You now have the API key and User ID values to use when creating your webhook’s OAuth connection in Boost.space Integrator .

Establish an OAuth connection between Hubspot CRM and Boost.space Integrator

To establish your OAuth connection:

Log in to your Boost.space Integrator account, add a Hubspot CRM module to your scenario, and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Click Show advanced settings.
In the HubSpot Developer API Key and User ID fields, enter the values you saved in Obtain your Hubspot CRM developer API key and User ID above.
In the Client ID and Client Secret fields, enter the client credentials you a saved in Create a Hubspot CRM custom application above.
Click Save.
If prompted, authenticate your account and confirm access.
Select the associated user account to connect to and click Choose Account.
Confirm access by clicking Connect app.
If you are using a webhook module, in the Subscriptions field of the module, add or map the Subscription Type to watch for.

Note: Make sure you add all desired subscriptions (and their scopes) as this field cannot be updated at a later time.
Click Save.

You have successfully established the connection. You can now edit your scenario and add more HubSpot CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Required Permissions for HubSpot CRM Webhooks

When using the Watch Notificationsinstant module, the following permissions must be added as HubSpot CRM custom app Scopes and OAuth connection Custom Scopes.

Subscription	Custom App Scopes	Connection Custom Scopes
Company – created	`crm.objects.companies` Read	CRM Companies Read
Company – deleted	`crm.objects.companies` Read	CRM Companies Read
Company – specified property is changed	`crm.objects.companies` Read	CRM Companies Read
Contact – created	`crm.objects.contacts` Read	CRM Contacts Read
Contact – deleted	`crm.objects.contacts` Read	CRM Contacts Read
Contact – deleted for privacy compliance reasons	`crm.objects.contacts` Read	CRM Contacts Read
Contact – specified property is changed	`crm.objects.contacts` Read	CRM Contacts Read
Deal – created	`crm.objects.deals` Read	CRM Deals Read
Deal – deleted	`crm.objects.deals` Read	CRM Deals Read
Deal – specified property is changed	`crm.objects.deals` Read	CRM Deals Read

For permission information regarding additional subscriptions, refer to the HubSpot Developer Webhook subscriptions documentation.

	Legacy API
	If you are using the legacy version of HubSpot, refer to the HubSpot Legacy Docs Webhooks documentation for permission information.

HubSpot CRM Video Tutorial

This tutorial explains how to build a scenario that grabs new contacts from HubSpot CRM, inserts their information into a Google Docs Template, uploads the compiled document to Dropbox, and sends it via Gmail.

Build Hubspot CRM ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

CRM Objects

Watch CRM Objects
Search for CRM Objects

Records (Deals, Contacts, Companies)

Get a RecordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. Property

Custom Objects

Create a Custom Object Record
Get a Custom Object Record
Update a Custom Object Record
Delete a Custom Object Record

Contacts

Watch Contacts Added to a List
Watch Contacts
Create or Update a Contact
Add Contacts to a List
Remove a Contact from a List
List Contacts
Create a Contact
Update a Contact
Get a Contact
Search for Contacts
Merge Contacts
Delete a Contact

Deals

Watch Deals
Create a Deal
Update a Deal
Get a Deal
List Deal/Ticket Pipelines
Search for Deals
Delete a Deal

Companies

Watch Companies
Create a Company
Update a Company
Get a Company
Search for Companies
Delete a Company

Engagements

Watch Engagements
Create an Engagement
Delete an Engagement

Events and Notifications

These modules require a Hubspot CRM developer account and a connection using advanced settings.

Watch Notifications
Create a Timeline Event
List Timeline Event Templates

Files

Watch Files
Create a Folder
List Files
Upload a File
Update File Properties
Delete a File
Delete a Folder

UsersCan use the system on a limited basis based on the rights assigned by the admin.

Get an OwnerIn Boost.space, an Owner is a role within a space that grants comprehensive control over that space. Owners can manage members, managers, and other owners, view and manage records, edit space settings—including status lists and labels—and have the authority to delete the entire space.
List OwnersIn Boost.space, an Owner is a role within a space that grants comprehensive control over that space. Owners can manage members, managers, and other owners, view and manage records, edit space settings—including status lists and labels—and have the authority to delete the entire space.

Tickets

Watch Tickets
Create a Ticket
Update a Ticket
Get a Ticket
Search for Tickets
Delete a Ticket

Forms

Watch Submissions for a Form
Get a File Uploaded via Form
List Forms
Submit Data to a Form

Workflows

Add a Contact to a Workflow
Remove a Contact from a Workflow

Subscriptions

Note: You cannot subscribe a contact to an email address that is already subscribed.

Watch Subscriptions Timeline for a Portal
Subscribe Contact
Unsubscribe a Contact

Associations

Create an Association
List Associations
Delete an Association

Calls

Create a Call
Update a Call
Get a Call
Search for Calls
Delete a Call

Notes

Create a Note
Update a Note
Get a Note
Search for Notes
Delete a Note

Tasks

Create a Task
Update a Task
Get a Task
Search for Tasks
Delete a Task

Products

Create a Product
Update a Product
Get a Product
Search for Products
Delete a Product

Line ItemsItems are rows in records (order/request/invoice/purchase...)

Create a Line ItemItems are rows in records (order/request/invoice/purchase...)
Update a Line Item
Get a Line Item
Get a Line Item
Search for Line Items
Delete a Line Item

Orders

Create an Order
Update an Order
Get an Order
Search for Orders
Delete an Order

Meetings

Create a Meeting
Update a Meeting
Get a Meeting
Search for Meetings
Delete a Meeting

Emails

Create an Email
Update an Email
Get an Email
Search for Emails
Delete an Email

Communications

Create a Communication
Update a Communication
Get a Communication
Search for Communications
Delete a Communication

Invoices

Get an Invoice
Search for Invoices

Quotes

Search for Quotes
Create a Quote
Get a Quote
Update a Quote
Delete a Quote

Other

Make an API Call

	Numeric Value Character Limit
HubSpot imposes a 18 digit character limit for numeric values and automatically truncates values that exceed the limit. For example, when you filter by a custom fieldA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. with more than 18 digits, the API will automatically truncate the number to 18 digits.

Numeric Value Character Limit

HubSpot imposes a 18 digit character limit for numeric values and automatically truncates values that exceed the limit. For example, when you filter by a custom fieldA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. with more than 18 digits, the API will automatically truncate the number to 18 digits.

Disconnect Boost.space Integrator from HubSpot CRM

To disconnect the Boost.space Integrator app from your HubSpot CRM account:

Log in to your HubSpot account.
Go to the App Marketplace and click Manage Apps.
Under the Connected apps section, in the app you want to disconnect, click Actions > Uninstall.

The app has been disconnected.

Public app name	Enter the app name.
App logo (Optional)	Click the Upload button to add an image.
Description (Optional)	Enter the app details.