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.

  • The account you use to create a connection for HubSpot Sales & Services is the account that has access to the HubSpot Sales & Services actions.

  • You must use your Hubspot API key to create a connection. Access your Hubspot API key in the HubSpot integration settings section. You need Super Admin access in your account to access your API key.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.

  2. On the Connections page, click Add new.

  3. In the Add a new connection section that opens, fill in the following.

    In this field

    Select or enter the following
    Connector HubSpot Sales & Services

  4. Click Connect.

  5. In the Configure a connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    API Key Your HubSpot Sales & Services API key. Access your Hubspot API key in the HubSpot integration settings section. You need Super Admin access in your account to access your API key.

  6. Click Connect.

  7. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  8. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears on the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the HubSpot Sales & Services action you want to add the connection to, or drag a HubSpot Sales & Services action into the workflow and select it.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    API Key Your HubSpot Sales & Services API key. Your HubSpot Sales & Services API key. Access your Hubspot API key in the HubSpot integration settings section. You need Super Admin access in your account to access your API key.

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears in the Connection field of your action.

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.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

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.

To add a HubSpot Sales & Services drop-down list to your form:

  1. Create your HubSpot Sales & Services data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

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

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

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

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.

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.