HubSpot

HubSpot (opens new window) is a leading growth platform that offers a full suite of marketing, sales, customer service, CRM software and additional services. The platform enables businesses to optimize their content, nurture leads, and monitor contacts as they become customers, to track marketing progress. HubSpot also supports integration with an ever-growing range of customer success, productivity, and finance applications to facilitate and boost the growth of businesses.

API version

The HubSpot connector uses the HubSpot REST API v3 (opens new window).

Supported editions and versions

The HubSpot connector works with all HubSpot cloud instances, for example, Starter, Professional, and Enterprise.

However, the availability of HubSpot connector triggers and action depends on the HubSpot account privileges. Access to HubSpot APIs depends on the account tier. Learn more about HubSpot account tiers (opens new window).

How to connect to HubSpot on Workato

The HubSpot connector uses OAuth 2.0 authentication with HubSpot.

Complete the following steps to authenticate with HubSpot:

1

Provide a unique Connection name to identify which HubSpot instance it connects to.

2

Optional. By default, the connector requests a set of scopes necessary for its triggers and actions to function. In the Advanced settings section, you can choose additional scopes to grant access to more HubSpot features.

View full list of available scopes

• accounting
• automation
• business-intelligence
• content
• conversations.visitor_identification.tokens.create
• crm.export
• crm.import
• crm.lists.read
• crm.lists.write
• crm.objects.companies.read
• crm.objects.companies.write
• crm.objects.contacts.write
• crm.objects.custom.read
• crm.objects.custom.write
• crm.objects.deals.read
• crm.objects.deals.write
• crm.objects.marketing_events.read
• crm.objects.marketing_events.write
• crm.objects.owners.read
• crm.objects.quotes.read
• crm.objects.quotes.write
• crm.objects.users.read
• crm.objects.users.write
• crm.schemas.companies.read
• crm.schemas.companies.write
• crm.schemas.contacts.read
• crm.schemas.contacts.write
• crm.schemas.custom.read
• crm.schemas.deals.read
• crm.schemas.deals.write
• e-commerce
• files
• files.ui_hidden.read
• forms
• forms-uploaded-files
• hubdb
• integration-sync
• sales-email-read
• settings.billing.write
• settings.users.read
• settings.users.teams.read
• settings.users.teams.write
• settings.users.write
• social
• tickets
• timeline
• transactional-email

3

Optional. Select a Custom OAuth profile for this connection or create a new one.

4

Click Connect.

5

Select the HubSpot account where you plan to authorize Workato and click Choose Account.

Select an account

List of triggers and actions

Workato currently supports the following HubSpot triggers and actions. We are actively working on adding support to a wider range of triggers, actions, and objects. Find out more details about each by clicking on the links below. You can also navigate to them through the sidebar.

• New/Updated Record triggers
• New Record triggers
• Create actions
• Update actions
• Add actions
• Get actions
• Search actions
• Remove actions
• Delete actions

Updated triggers and actions

The following triggers and actions have been deprecated. Use the updated triggers and actions instead.

Deprecated trigger/action	Updated trigger/action
New/updated contact trigger	Upgrade to New/Updated Records trigger.
New/updated company trigger	Upgrade to New/Updated Records trigger.
New/updated company trigger	Upgrade to New/Updated Records trigger.
New/updated deal trigger	Upgrade to New/Updated Records trigger.
New company action	Upgrade to New Records action.
New contact action	Upgrade to New Records action.
Search companies action	Upgrade to Search Records action.
Search contacts action	Upgrade to Search Records action.
Get deal by ID action	Upgrade to Get Records action.
Get contact details by email action	Upgrade to Get Records action.
Get contact details by VID action	Upgrade to Get Records action.
Get company details action	Upgrade to Get Records action.