HubSpot is a cloud-based CRM software suite from the HubSpot company.

Integrations and Connectors

AgilePoint NX integrates in these ways with HubSpot:

  • Activities in Process Builder
  • Access tokens

Activities in Process Builder

You can use out-of-the-box activities for HubSpot to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for HubSpot

Process Activities for HubSpot

The following activities are available for HubSpot:

  • Create Company
  • Create Contact
  • Create Deal
  • Create Ticket
  • Delete Company
  • Delete Contact
  • Delete Deal
  • Delete Ticket
  • Query Company
  • Query Contact
  • Query Deal
  • Query Ticket
  • Update Company
  • Update Contact
  • Update Deal
  • Update Ticket

For more information, refer to the process activities for HubSpot in Process Builder.

Access Tokens

You can create access tokens for HubSpot.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for HubSpot.

Figure: HubSpot Access Token Configuration screen

HubSpot Access Token Configuration screen

Related Topics

HubSpot Documentation

Use these links to find third-party vendor documentation for HubSpot:

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HubSpot, HubSpot CRM