HubSpot Sales & Services

The HubSpot Sales & Services connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for HubSpot Sales & Services actions A tool for building the processes, logic, and direction within workflows.. Use HubSpot Sales & Services actions to retrieve companies, contacts, deals, deal pipelines, and owners to create a company and a deal, and to associate a contact and a deal with a company.

Create a HubSpot Sales & Services connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Create a HubSpot Sales & Services data source

Use the HubSpot Sales & Services data source to create a drop-down list of HubSpot Sales & Services companies, contacts, deals, deal pipelines, or owners in a form.

Example:  To allow users to select a specific deal in a form, add a drop-down list of deals to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a HubSpot Sales & Services - Get deals data source to list the deals in the drop-down.

You can create a data source to:

  • Get companies: list all the companies in your HubSpot Sales & Services account.
  • Get contacts: list all the contacts in your HubSpot Sales & Services account.
  • Get deal pipelines: list all the deal pipelines in your HubSpot Sales & Services deals.
  • Get deals: list all the deals in your HubSpot Sales & Services account.
  • Get owners: list all the owners in your HubSpot Sales & Services account.

Each data source is configured for a specific user. You can create as many data sources as you need.

HubSpot Sales & Services data source fields

When you create a HubSpot Sales & Services data source, you can configure some additional fields to specify which companies, contacts, deals, deal pipelines, or owners the data source should retrieve.

Section

Field or selection

Description

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • HubSpot Sales & Services - Get owners:
    • Email: Type the owner's email address for the owner you want to search for.