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HubSpot Connector
Connect to an external HubSpot account. Perform tasks like syncing deals or creating marketing events. Use HubSpot as a data source (trigger) or a data target (action).
Required Editions
| View supported editions. |
| This feature requires the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive. |
| MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
Connections
To connect to a system, whether it's a data source or a data target, create a connection with that system's required credentials. You can connect to multiple systems within a flow and reuse each connection. You can create connections in the Integrations tab or in Flow Builder.
Standard Connection
This system uses Bearer authentication.
Bearer authentication sends a header named Authorization with a value of Bearer and a token with every request.
This system requires this credential information for its connections.
| FIELD | DESCRIPTION |
|---|---|
| Connection Name | Enter a unique connection name that helps you remember the details of this connection. Salesforce hides the credentials after you create the connection. Reuse connections as needed. Anyone with the Manage Integration Connections permission can see and use all connections in the org. |
| Token | Enter the bearer token to use to authenticate the requests. To find an existing token, log in to HubSpot and select Development > Legacy Apps. Select your app, and in Auth, select Show token to reveal and copy the token. To generate a new token, log in to HubSpot and select Settings > Integrations > Private Apps. Select Legacy apps > Create legacy app, and select Private. Configure the required scopes and permissions, and then generate and copy the access token. |
| URL | Enter the URL of your instance. |
Named Credential Connection
Select a pre-existing named credential from Setup to use for your external system connections.
Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.
To ensure a successful connection for use in a flow, use only one principal for each named credential.
- Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
- Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
When you create a connection with an existing named credential, note these behaviors:
- Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
- Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
- Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.
Triggers
A trigger initiates the flow when a specified event occurs. Triggers are important for automating business processes because they react to real-time data changes in various systems. For more information about triggers, refer to Create a Flow with a Connector as a Trigger.
These HubSpot triggers are available in Flow Builder.
- On Create Company
- On Create Deal
- On New Contact
- On New Or Update Product
- On New Or Update Ticket
- On New Product
- On New Ticket
- On New Or Update Company
- On Update Contact
- On New Or Update Deal
Actions
An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.
These HubSpot actions are available in Flow Builder.
- Adds A User
- Create Association
- Create Call
- Create Call With Custom Fields
- Create Company
- Create Company With Custom Fields
Note
Create new companies including custom property values.
- Create Contact
- Create Contact With Custom Fields
Note
Allows users to create new contacts while supplying custom property values. Both standard and custom properties can be provided. Custom properties must already exist in HubSpot. Validation follows HubSpot property definitions.
- Create Deal
- Create Deal With Custom Fields
Note
Create new deals while supplying custom property values.
- Create Default Association
- Create Email
- Create Marketing Event
- Create Product With Custom Fields
- Delete Call
- Delete Company
- Delete Contact
- Delete Deal
- Delete Email
- Delete Marketing Event
- Delete Marketing Event Batch
- Get Call
- Get Call With Custom Fields
- Get Company
- Get Company With Custom Fields
Note
Retrieve a company record including all configured custom properties.
- Get Contact
- Get Contact With Custom Fields
Note
Retrieves a contact record including standard properties and all associated custom properties. Custom properties are included in the response payload.
- Get Deal
- Get Deal With Custom Fields
Note
Retrieve a deal record including both standard and custom properties.
- Get Email
- Get Marketing Event
- Get Product With Custom Fields
- List Calls
- List Calls With Custom Fields
- List Companies
- List Companies With Custom Fields
- List Contacts
- List Contacts With Custom Fields
- List Deals
- List Deals With Custom Fields
- List Emails
- List Products With Custom Fields
- Modifies A User
- Patch Marketing Event
- Retrieve Account Details
- Retrieves A List Of Users From An Account
- Search Marketing Events
- See Details About This Accounts Teams
- Update Call
- Update Call With Custom Fields
- Update Company
- Update Company With Custom Fields
Note
Update existing companies along with their custom properties. Supports partial updates. Validation enforced as per HubSpot property configuration.
- Update Contact
- Update Contact With Custom Fields
Note
Allows updating existing contacts including custom properties. Supports partial updates. Only supplied properties are modified. Invalid property names or mismatched data types will return HubSpot API errors.
- Update Deal
- Update Deal With Custom Fields
Note
Update existing deals including custom properties.
- Update Email
- Update Marketing Event
- Update Product With Custom Fields
For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.
