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.
When creating connected applications on the HubSpot server, you must setup an OAuth URL.
The Contacts and Basic OAuth functionality must be added to scopes.
The section below will outline the properties for the HubSpot Connector.
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
Depending on the selected mode, whether it is in Live Mode or Test Mode, you will need to provide:
- Live Client Id and Live Client Secret, or
- 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 Client Id and 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.
Use this property if you want to enable Contacts method with this connector.
Choose one of the modes below for setting up the HubSpot connector
- Connector is enabled
- 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.
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.
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.
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.
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.
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.