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Using IBM® App Connect to interact with HubSpot CRM

By Shahmini Arumugam posted Tue August 15, 2023 10:05 PM

  

Co-author – Srihari Ananda Kumar 

HubSpot is a customer relationship management (CRM) platform that allows you to facilitate the integration of sales and marketing teams, drive sales enablement, increase ROI, and improve the marketing approach to generate more qualified leads.

Building a flow in IBM App Connect with HubSpot CRM

Use App Connect to build flows that integrate with HubSpot CRM and other applications. The connector is displayed as HubSpot CRM on the App Connect User Interface (UI).

To allow App Connect to connect to your HubSpot CRM account, you need to fill in the connection fields that you see in the App Connect Designer Catalog page or flow editor. For more information on connection fields, see How to use IBM App Connect with HubSpot CRM.

HubSpot CRM objects

The following are HubSpot CRM action objects that can be run in App Connect.


Objects


Description

Contacts

Any person who interacts with your company can be saved as a contact in HubSpot. For example, visitors who fill out a form, who contact your chat service, or potential consumers who were approached by your staff at an event.

Companies

A company is an account, or an organisation. A company's information on the organisations that interact with their business is stored in HubSpot.

Deals

Deals are transactions with contacts or companies.

Line items

Line items are individual instances of products. For example, when a product is attached to a deal, it becomes a line item.

Products

Products are the goods or services that a business sells.

Owners

HubSpot uses owners to assign CRM object records (contacts, companies, deals, tickets, and engagements) to specific people in your organization. The Owners API can be used to get the IDs of the owners you have in HubSpot, allowing an integration to assign records.                                                               

The CRM API allows you to access the objects, records, and activities. For more detailed information, see HubSpot CRM API Docs.

Scenario 1: Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company

Consider this scenario: you create a contact in HubSpot CRM with the contact details whenever a contact is created in Salesforce.

If a Salesforce account exists based on the contact information but the company details are not found in HubSpot CRM, then the company is created, and the contact is associated with HubSpot CRM. Otherwise, an association is created with the contact in HubSpot CRM.

In this flow:

  1. The event-driven flow is triggered whenever a new contact is created in Salesforce.
  2. A contact is created in HubSpot CRM with the Salesforce contact details, such as the job title, email address, and first and last name of the contact.
  3. If the Salesforce account ID is not empty, the contact has provided the account information, Salesforce then retrieves the Salesforce account ID.
  4. The HubSpot CRM Retrieve companies by filters operation is used to retrieve the companies based on the Salesforce account name.
    1. If there are no records of the company details in HubSpot CRM, a new company is created with the account name and its company’s domain name in HubSpot CRM.
    2. Once the company is created, HubSpot CRM then creates an association with the contact based on the company details.
    3. Otherwise, if the company record exists in HubSpot CRM, an association with the contact is created based on the company details in HubSpot CRM.

ResourcesTry out our templates

You can view the following use cases in the Templates gallery in your App Connect Designer instance.

  • Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce
    Template URL:     https://<your-instance-id>/templates/Create%20a%20contact%20in%20HubSpot%20CRM%20and%20associate%20the%20contact%20with%20a%20company%20whenever%20a%20contact%20is%20created%20in%20Salesforce

You must enable the Designer AI features in your containerized environment to access the App Connect templates. For more information, see The preloaded IBM App Connect templates.

You can also import these use cases directly into your App Connect Designer. These templates are added to a public GitHub repository at https://github.com/ot4i/app-connect-templates/tree/cp4i-templates/resources. For more information about the supported connectors, see App Connect Connectors.

For any inquiries on this blog or connector, contact Srihari at srihakum@in.ibm.com.

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