Hubspot

Pull user, role, license info and more to connect across tools.

Overview

Use the Hubspot integration to identify problems with your users and licenses before they occur. Integrating with Hubspot enables you to build boards that correlate fields within Hubspot and with other connected tools. You can also run actions on fetched data without ever leaving Stitchflow.

Generate API key

• In your HubSpot account, click the settings settings icon in the main navigation bar

• In the left sidebar menu, navigate to Integrations > API key

  • If a key has never been generated for your account, click Generate API key

  • If you've already generated an API key, click Show to display your key

Create a new private app with the following scopes

• settings.users.read

• settings.users.write

• settings.users.teams.read

• settings.users.team.write

• account-info.security.read

• crm.objects.users.read

• business_units_view.read oauth (optional, not available in all plans)

Configure

Enable the Hubspot integration from Connections in the left sidenav. Click Connect and authenticate using your Hubspot credentials. Before connecting, Hubspot will sync for a few minutes while fetching data. Once connected, you can click the ... menu on the Hubspot integration tile to manage permissions or disconnect the integration.

Manage permissions

Hubspot actions allow you to run operations on fetched data without ever leaving Stitchflow. All actions are enabled by default and will be accessible on every board, but can be disabled by clicking the ... menu and selecting Remove connection.

Please note that disconnecting Hubspot will also permanently delete any boards in which it is used.

Data model

We automatically fetch and relate the following objects from Hubspot resources.

Supported objects

• Users

• Roles

• Teams

• Business Units

We support the following actions in Hubspot.

Supported actions

• Add user

• Remove user

Boards

When building a board, you can select any supported Hubspot resource as your object to indicate the data you want to surface on your board. We automatically determine the primary field for each object. The primary field is meant to be a unique representation of each record in a board.

An object in Stitchflow is a data type that is used to treat several different pieces of data as one unit.

Adding fields

Click Add field to select fields from both within Hubspot and across your other connected tools. We only show fields that can be joined with your chosen object.

Triggering actions

Click Integration actions in the top right of any board to view all available actions across your connected integrations. When selecting an action, you'll be prompted to fill out all required inputs necessary to run the action. Changes and updates made via actions will persist to all boards.

Stitchflow fetches Hubspot data every 24 hours.