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hubspot-integration-setup.md

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HubSpot integration setup

{% hint style="success" %} This Integration supports multiple instances

Check out the instructions to set up multiple instances here. {% endhint %}

Integrating Rewst with HubSpot offers MSPs a seamless and efficient way to manage and streamline their customer relationship management (CRM) and marketing activities. With the integration, Rewst can synchronize data between any other integration and HubSpot, ensuring a unified view of customer interactions, leads, and sales processes. Users can seamlessly import and export contacts, track customer interactions, and automate marketing campaigns. By leveraging HubSpot's CRM and marketing capabilities, Rewst users can enhance their customer engagement, nurture leads, and drive conversions, all within a single integrated platform. The integration empowers users to efficiently manage their sales and marketing efforts, ultimately improving productivity and maximizing the potential of their customer relationships.

Setup

  1. Navigate to the integrations page in Rewst.
  2. Click on the HubSpot integration.
  3. Fill out the configuration form.
  4. Click on the OAuth Configuration Authorize/Re-Authorize button.

Actions

Companies

Search Companies​

Search companies in Hubspot

Parameter Description Type
Query String
Filters A list of filters to be applied to teh search Array[Filters]
Properties a list of properties to be included in the response String

Get Company​

get a Hubspot company by id

Parameter Description Type
Company String
params Params

Delete Company​

delete a company in Hubspot

Parameter Description Type
Company String

Create Company​

create a company in Hubspot

Parameter Description Type
Domain Name* String
Name* String
Description String
Phone String
Number of employees Integer
Address String
Address2 String
City String
State String
Country String
Zip String
Number of employees Integer
Annual Revenue Integer
Twitter Bio String
Facebook Company Page String
Website String
type String
Industry String
Custom Properties Key-Value pair (Dictionary)

Update Company​

update a company in Hubspot

Parameter Description Type
Company* Integer
Domain Name* String
Name* String
Description String
Phone String
Number of employees Integer
Address String
Address2 String
City String
State String
Country String
Zip String
Number of employees Integer
Annual Revenue Integer
Twitter Bio String
Facebook Company Page String
Website String
type String
Industry String
Custom Properties Key-Value pair (Dictionary)

Filters​

Parameter Description Type
Filter Parameter the field you want to filter on String
Filter Operation the type of comparision you want to perform String
Filter Value the value you want to filter for String

Params - Companies​

Parameter Description Type
Properties a list of properties to be included in the response String

Contact Lists

List Contact Lists​

Parameter Description Type
url

Contacts

Search Contacts​

search contacts in Hubspot

Parameter Description Type
Query search term(s) String
Filter Parameter the field you want to filter on String
Filter Operation the type of comparision you want to perform String
Filter Value the value you want to filter for String
Properties a list of properties to be included in the response String

Get Contact​

get a Hubspot contact by id

Parameter Description Type
Contact String
params Params

Delete Contact​

delete a contact in Hubspot

Parameter Description Type
Contact String

Create Contact​

create a contact in Hubspot

Parameter Description Type
Company size Contact's company size. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Date of birth Contact's date of birth. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Degree Contact's degree. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Field of study Contact's field of study. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Gender Contact's gender. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Graduation date Contact's graduation date. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Buying Role Role the contact plays during the sales process. Contacts can have multiple roles, and can share roles with others. String
Lead Status The contact's sales, prospecting or outreach status String
Job function Contact's job function. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Marital Status Contact's marital status. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Military status Contact's military status. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Relationship Status Contact's relationship status. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
School Contact's school. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Seniority Contact's seniority. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Start date Contact's start date. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Work email Contact's work email. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
First Name A contact's first name String
Twitter Username The contact's Twitter handle. This is set by HubSpot using the contact's email address. String
Last Name A contact's last name String
Salutation The title used to address a contact String
Email A contact's email address String
Mobile Phone Number A contact's mobile phone number String
Phone Number A contact's primary phone number String
Fax Number A contact's primary fax number String
Street Address Contact's street address, including apartment or unit number. String
City A contact's city of residence String
LinkedIn Bio A contact's LinkedIn bio String
Twitter Bio The contact's Twitter bio. This is set by HubSpot using the contact's email address. String
State/Region The contact's state of residence. This might be set via import, form, or integration. String
Postal Code The contact's zip code. This might be set via import, form, or integration. String
Country/Region The contact's country/region of residence. This might be set via import, form, or integration. String
LinkedIn Connections How many LinkedIn connections they have Number (float)
Preferred language Set your contact's preferred language for communications. This property can be changed from an import, form, or integration. String
Job Title A contact's job title String
Message A default property to be used for any message or comments a contact may want to leave on a form. String
Lifecycle Stage The qualification of contacts to sales readiness. It can be set through imports, forms, workflows, and manually on a per contact basis. String
Company Name Name of the contact's company. This can be set independently from the name property on the contact's associated company. String
Website URL Associated company website. String
Number of Employees The number of company employees String
Annual Revenue Annual company revenue String
Industry The Industry a contact is in String
Custom Properties Key-Value pair (Dictionary)

Update Contact​

update a contact in Hubspot

Parameter Description Type
url_params
Contact* String
Company size Contact's company size. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Date of birth Contact's date of birth. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Degree Contact's degree. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Field of study Contact's field of study. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Gender Contact's gender. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Graduation date Contact's graduation date. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Buying Role Role the contact plays during the sales process. Contacts can have multiple roles, and can share roles with others. String
Lead Status The contact's sales, prospecting or outreach status String
Job function Contact's job function. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Marital Status Contact's marital status. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Military status Contact's military status. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Relationship Status Contact's relationship status. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
School Contact's school. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Seniority Contact's seniority. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Start date Contact's start date. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
Work email Contact's work email. Required for the Facebook Ads Integration. Automatically synced from the Lead Ads tool. String
First Name A contact's first name String
Twitter Username The contact's Twitter handle. This is set by HubSpot using the contact's email address. String
Last Name A contact's last name String
Salutation The title used to address a contact String
Email A contact's email address String
Mobile Phone Number A contact's mobile phone number String
Phone Number A contact's primary phone number String
Fax Number A contact's primary fax number String
Street Address Contact's street address, including apartment or unit number. String
City A contact's city of residence String
LinkedIn Bio A contact's LinkedIn bio String
Twitter Bio The contact's Twitter bio. This is set by HubSpot using the contact's email address. String
State/Region The contact's state of residence. This might be set via import, form, or integration. String
Postal Code The contact's zip code. This might be set via import, form, or integration. String
Country/Region The contact's country/region of residence. This might be set via import, form, or integration. String
LinkedIn Connections How many LinkedIn connections they have Number (float)
Preferred language Set your contact's preferred language for communications. This property can be changed from an import, form, or integration. String
Job Title A contact's job title String
Message A default property to be used for any message or comments a contact may want to leave on a form. String
Lifecycle Stage The qualification of contacts to sales readiness. It can be set through imports, forms, workflows, and manually on a per contact basis. String
Company Name Name of the contact's company. This can be set independently from the name property on the contact's associated company. String
Website URL Associated company website. String
Number of Employees The number of company employees String
Annual Revenue Annual company revenue String
Industry The Industry a contact is in String
Custom Properties Key-Value pair (Dictionary)

Params - Contacts​

Parameter Description Type
Properties a list of properties to be included in the response String

Deals

Search Deals​

Search deals in Hubspot

Parameter Description Type
Query String
Filter Parameter the field you want to filter on String
Filter Operation the type of comparison you want to perform String
Filter Value the value you want to filter for String
Properties a list of properties to be included in the response String

List Deal Associations​

List a HubSpot Deal's associations

Parameter Description Type
Deal String
Object Type String

List Company Associations​

List a HubSpot Companies associations

Parameter Description Type
Company String
Object Type String

Delete Deal​

delete a Hubspot deal by id

Parameter Description Type
Deal String

Create Deal​

create a Hubspot deal

Parameter Description Type
Deal name String
Amount Number (float)
Description String
Pipeline String
Deal stage String
Deal type String
Expected close date
Custom Properties Key-Value pair (Dictionary)

Update Deal​

Hubspotupdate a hubspot deal

Parameter Description Type
Deal name String
Amount Number (float)
Description String
Pipeline String
Deal stage String
Deal type String
Expected close date
Custom Properties Key-Value pair (Dictionary)