HubSpot

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The HubSpot Connector can create a connection between a designer application and HubSpot. You can create or update existing Contact records in HubSpot automatically with this connector.

Once the HubSpot Connector is created in the Designer application, it can be added to a button from the Events property of the action button in the User Interface Designer.

You need to have access to a HubSpot developer account before you can use the HubSpot Connector. If you do not have access to an account, and need to create a new connected application, follow the guide under the documentation tab here.

Follow the steps below to enable a HubSpot connector in your SpreadsheetWeb application:

1. Go to Connectors menu and add a HubSpot connector.

AddHubSpot

2. Enter a friendly Name and select Live Mode or Test Mode.

3. Login to your HubSpot developer account and press Manage apps button.

HubSpotManageApps

4. Press Create app button to create a new application, or select one of your existing applications to authenticate for that application.

HubSpotCreateApp

5. If you are using Live Mode, you should be directed back to the Designer application (proceed to step 8). If you are using Test Mode, go to Auth tab and paste Callback URL to Redirect URL checkbox. Enable oauth and contacts scopes and press Save.

HubSpotRedirectURL

6. If you are using Test Mode, copy Client ID and Client secret keys and paste them into SpreadsheetWeb HubSpot connector page.

HubSpotClientKeys

7. If you haven’t already, make sure to create a test account by pressing Manage test accounts button and Create test account on the next page as shown below.

HubSpotManageTestAccounts

 

HubSpotCreateTestAccount1

 

HubSpotCreateTestAccount2

8. If you are using the Test Mode, go back to SpreadsheetWeb HubSpot Connector page and press Authorize.

9. Go back to HubSpot and choose the account you created in step 7 or any other account to be granted access to your SpreadsheetWeb application.

HubSpotChooseAccount

HubSpotGrantAccess

10. Make sure Status shows “Application is authorized”. Next, press the Properties button on newly added HubSpot connector.

HubSpotEditProperties

11. Map the fields in your SpreadsheetWeb application to HubSpot data fields.

HubSpotPropertiesMap

13. This completes the HubSpot connector configuration. You can now go back to your SpreadsheetWeb application’s UI designer page, bind this connector to a button, and publish your application.

14. Run your application and enter data. Upon pressing the button, the data will appear in your HubSpot account under Contacts section.

HubSpotContacts

 

 


 

Properties

The section below will outline the properties for the HubSpot Connector.


Name

The Name is simply a friendly identifier provided to the connector to help you subsequently identify this instance from other events.


Live Mode / Test Mode

Application can have 2 modes “Live Mode” and “Test Mode”. Both modes will send “Contact” object fields to the HubSpot service. If you want to test your application before publishing it, you can use the HubSpot test account service. Click here to learn more about creating a test account on HubSpot.


Client Id and Client Secret

If you are using Live Mode, you don’t need to provide any keys. When using Test Mode you need to provide a Test Client Id and Test Client Secret.

You can obtain these keys from HubSpot’s application wizard when you login to your HubSpot account. The SpreadsheetWeb designer application will use these keys to communicate with the HubSpot online service to allow creating or updating contacts on your HubSpot account.

Once you enter the Test Client Id and Test Client Secret, you need to click on the Validate button. If your connected application is successfully configured on HubSpot, you will be redirected to the HubSpot server to validate the Client Id and Client Secret.


Contacts Method

Use this property if you want to enable Contacts method with this connector.


Enable Type

Choose one of the modes below for setting up the HubSpot connector

Always

– Connector is enabled

Never

– Connector is disabled

By Value Of

– Connector is enabled by the value of a named range in the underlying Excel workbook

HubSpot Connector Inputs


In this grid, you can customize the inputs available in the Contact Form. When the user clicks the action button associated with the HubSpot event, the calculation results for the selected named ranges will be sent to the HubSpot service.


Property Name

There is a set of extra fields (identified by a Property Name) that can be added into the Contact Form. The Email field is always required and must be assigned to a named range, otherwise you won’t be able to Preview or Publish your application. All other fields here are optional.


Entry Mode

This property allows selecting from two options to determine how the contact data will be populated.

  • None – The corresponding field will not be sent to HubSpot services.
  • From Named Range – The input value will be pulled from the selected named range. Since the values are bound to named ranges, they can be used in conjunction with any other features that allow binding to those ranges.

Named Range

This property can be edited only if the Entry Mode is set to From Named Range. In this case, you can assign a single named range to the field identified by the Property Name. The value of this HubSpot input will be pulled from the named range at runtime. They can be UI inputs or calculated values from the workbook.


Required

This property can be edited only if the Entry Mode is set to From Named Range.

Select this checkbox if you want to prevent the corresponding field from being left empty on the Contact Form. If the value is pulled from a named range, this property effectively requires the named range to be not empty.


HubSpot Connector Outputs

In this grid, you can bind the output data from HubSpot to named ranges in order to make them available in the underlying workbook.


Id

Once a contact is created or updated successfully through the HubSpot service, a special identifier is pulled that uniquely identifies that contact. Assigning a named range to the Id will allow you to use this value in the underlying workbook.