HubSpot CRM (V2) (Independent Publisher) Plugin (#3125)
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{
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"properties": {
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"connectionParameters": {
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"api_key": {
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"type": "securestring",
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"uiDefinition": {
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"displayName": "Access Token (in the form 'Bearer ${YOUR_TOKEN}')",
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"description": "The Access Token (in the form 'Bearer ${YOUR_TOKEN}') for this api",
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"tooltip": "Provide your Access Token (in the form 'Bearer ${YOUR_TOKEN}')",
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"constraints": {
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"tabIndex": 2,
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"clearText": false,
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"required": "true"
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}
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}
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}
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},
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"iconBrandColor": "#da3b01",
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"capabilities": [],
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"publisher": "Troy Taylor",
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"stackOwner": "HubSpot, Inc."
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}
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}
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# HubSpot CRM V2
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With the easy-to-use HubSpot CRM, you'll never have to manually update reports or wonder how your team is tracking toward quotas. Get a real-time view of your entire sales pipeline on a visual dashboard. HubSpot CRM will automatically organize, enrich, and track each contact in a tidy timeline.
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## Publisher: Troy Taylor, Hitachi Solutions
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## Prerequisites
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You must have an account with [HubSpot](https://app.hubspot.com/signup-hubspot/crm) and be a Super Admin.
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## Obtaining Credentials
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Once you are logged in to your account, go to Settings -> Account Setup -> Integrations -> Private Apps. You will need to create a private app and assign it only the scopes you will use actions for. Once your private app is created, you will have an access token in the Auth section of the private app.
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## Supported Operations
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### Get companies by ID
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Retrieve a batch of companies by internal ID, or unique property values.
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### Create a batch of companies
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Create a batch of companies.
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### Update a batch of companies
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Update a batch of companies.
|
||||
### Archive a batch of companies by ID
|
||||
Archive a batch of companies by identifier.
|
||||
### Get companies
|
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Retrieve a page of companies. Control what is returned via the properties query parameter.
|
||||
### Create a company
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||||
Create a company with the given properties and return a copy of the object, including the identifier.
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### Get a company by ID
|
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Retrieve an object identified by companyidentifier. companyId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
|
||||
### Archive a company by ID
|
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Move an object identified by companyId to the recycling bin.
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### Update a company by ID
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Perform a partial update of an object identified by companyidentifier. companyId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
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### Merge two companies
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Merge two companies with same type.
|
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### Delete a company to follow GDPR
|
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Permanently delete a company and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
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### Search companies
|
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Retrieve a list of companies.
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||||
### Archive a batch of contacts by ID
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Archive a batch of contacts by identifier.
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### Update a batch of contacts
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Update a batch of contacts.
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### Create a batch of contacts
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Create a batch of contacts.
|
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### Get a batch of contacts by ID
|
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Retrieve a batch of contacts by internal ID, or unique property values.
|
||||
### Get contacts
|
||||
Retrieve a page of contacts. Control what is returned via the properties query parameter.
|
||||
### Create a contact
|
||||
Create a contact with the given properties and return a copy of the object, including the identifier.
|
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### Get a contact by ID
|
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Retrieve an object identified by contactidentifier. contactId refers to the internal object identifier. Control what is returned via the properties query parameter.
|
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### Archive a contact by ID
|
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Move an object identified by contactId to the recycling bin.
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### Update a contact by ID
|
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Perform a partial update of an object identified by contactidentifier. contactId refers to the internal object identifier. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
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### Merge two contacts
|
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Merge two contacts with same type.
|
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### Delete a contact to follow GDPR
|
||||
Permanently delete a contact and all associated content to follow.
|
||||
### Get a batch of deals by ID
|
||||
Retrieve a batch of deals by internal identifier, or unique property values.
|
||||
### Get deals
|
||||
Retrieve a page of deals. Control what is returned via the properties query parameter.
|
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### Create a deal
|
||||
Create a deal with the given properties and return a copy of the object, including the identifier.
|
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### Get a deal
|
||||
Retrieve an object identified by dealidentifier. dealId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
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### Archive a deal by ID
|
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Move an object identified by dealId to the recycling bin.
|
||||
### Update a deal
|
||||
Perform a partial update of an object identified by dealidentifier. dealId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
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### Merge two deals
|
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Merge two deals with same type.
|
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### Delete a deal to follow GDPR
|
||||
Permanently delete a deal and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
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### Search deals
|
||||
Retrieve a list of deals.
|
||||
### Create a batch of fees
|
||||
Create a batch of fees.
|
||||
### Update a batch of fees
|
||||
Update a batch of fees.
|
||||
### Archive a batch of fees by ID
|
||||
Archive a batch of fees by identifier.
|
||||
### Get a batch of fees by ID
|
||||
Retrieve a batch of fees by internal identifier, or unique property values.
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### Get a fee by ID
|
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Retrieve an object identified by feeidentifier. feeId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
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### Archive a fee by ID
|
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Move an object identified by feeId to the recycling bin.
|
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### Update a fee by ID
|
||||
Perform a partial update of an object identified by feeidentifier. feeId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
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### Get fees
|
||||
Retrieve a page of fees. Control what is returned via the properties query parameter.
|
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### Create a fee
|
||||
Create a fee with the given properties and return a copy of the object, including the identifier.
|
||||
### Merge two fees
|
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Merge two fees with same type.
|
||||
### Delete a fee to follow GDPR
|
||||
Permanently delete a fee and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
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### Search for fees
|
||||
Retrieve a list of fees.
|
||||
### Create a batch of goal targets
|
||||
Create a batch of goal targets.
|
||||
### Get a batch of goal targets by ID
|
||||
Retrieve a batch of goal targets by internal identifier, or unique property values.
|
||||
### Archive a batch of goal targets by ID
|
||||
Archive a batch of goal targets by identifier.
|
||||
### Update a batch of goal targets
|
||||
Update a batch of goal targets.
|
||||
### Get a goal target by ID
|
||||
Retrieve an object identified by goalTargetidentifier. goalTargetId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
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||||
### Archive a goal target
|
||||
Move an object identified by goalTargetId to the recycling bin.
|
||||
### Update a goal target
|
||||
Perform a partial update of an object identified by goalTargetidentifier. goalTargetId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
||||
### Get goal targets
|
||||
Retrieve a page of goal targets. Control what is returned via the properties query parameter.
|
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### Create a goal target
|
||||
Create a goal target with the given properties and return a copy of the object, including the identifier.
|
||||
### Merge two goal targets
|
||||
Merge two goal targets with same type.
|
||||
### Delete a goal target to follow GDPR
|
||||
Permanently delete a goal target and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
||||
### Search goal targets
|
||||
Retrieve a list of goal targets.
|
||||
### Create a batch of line items
|
||||
Create a batch of line items.
|
||||
### Update a batch of line items
|
||||
Update a batch of line items.
|
||||
### Archive a batch of line items by ID
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||||
Archive a batch of line items by identifier.
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### Get a batch of line items by ID
|
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Retrieve a batch of line items by internal ID, or unique property values.
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### Get line items
|
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Retrieve a page of line items. Control what is returned via the properties query parameter.
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### Create a line item
|
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Create a line item with the given properties and return a copy of the object, including the identifier.
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### Get line item
|
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Retrieve an object identified by lineItemidentifier. lineItemId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
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### Archive a line item
|
||||
Move an object identified by lineItemId to the recycling bin.
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||||
### Update a line item
|
||||
Perform a partial update of an object identified by lineItemidentifier. lineItemId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
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### Merge two line items
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Merge two line items with same type.
|
||||
### Delete a line item to follow GDPR
|
||||
Permanently delete a line item and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
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### Search line items
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Retrieve a list of line items.
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### Get owners
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Retrieve a list of owners.
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### Get an owner by ID
|
||||
Retrieve an owner by given identifier or user identifier.
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### Archive a batch of products by ID
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Archive a batch of products by identifier.
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### Get a batch of products by ID
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||||
Retrieve a batch of products by internal ID, or unique property values.
|
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### Create a batch of products
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Create a batch of products.
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### Update a batch of products
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||||
Update a batch of products.
|
||||
### Get products
|
||||
Retrieve a page of products. Control what is returned via the properties query parameter.
|
||||
### Create a product
|
||||
Create a product with the given properties and return a copy of the object, including the identifier.
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### Get a product
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||||
Retrieve an object identified by product identifier. productId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
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### Archive a product
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Move an object identified by productId to the recycling bin.
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### Update a product
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Perform a partial update of an object identified by product identifier. productId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
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### Merge two products
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Merge two products with same type.
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### Delete a product to follow GDPR
|
||||
Permanently delete a product and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
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### Search products
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Retrieve a list of products.
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### Get a batch of objects by ID
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Retrieve a batch of objects by internal identifier, or unique property values.
|
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### Archive a batch of objects by ID
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Archive a batch of objects by identifier.
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### Create a batch of objects
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Create a batch of objects.
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### Update a batch of objects
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||||
Update a batch of objects.
|
||||
### Get an object by ID
|
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Retrieve an object identified by object identifier. objectId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
|
||||
### Archive an object
|
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Move an object identified by objectId to the recycling bin.
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||||
### Update an object
|
||||
Perform a partial update of an object identified by objectidentifier. objectId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
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### Get objects
|
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Retrieve a page of objects. Control what is returned via the properties query parameter.
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### Create an object
|
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Create a CRM object with the given properties and return a copy of the object, including the identifier.
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### Merge two objects
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Merge two objects with same type.
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### Delete an object type to follow GDPR
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||||
Permanently delete an object type and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
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### Search by object type
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Retrieve a list of objects by object type.
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### Update a batch of discounts
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Update a batch of discounts.
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### Create a batch of discounts
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Create a batch of discounts.
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### Archive a batch of discounts by ID
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Archive a batch of discounts by identifier.
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### Get a batch of discounts by ID
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Retrieve a batch of discounts by internal identifier, or unique property values.
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### Get a discount
|
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Retrieve an object identified by discount identifier. discountId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
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### Archive a discount
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Move an object identified by discountId to the recycling bin.
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### Update a discount
|
||||
Perform a partial update of an object identified by discount identifier. discountId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
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### List discounts
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||||
Retrieve a page of discounts. Control what is returned via the properties query parameter.
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### Create a discount
|
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Create a discount with the given properties and return a copy of the object, including the identifier.
|
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### Merge two discounts
|
||||
Merge two discounts with same type.
|
||||
### Delete a discount to follow GDPR
|
||||
Permanently delete a discount and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
||||
### Search discounts
|
||||
Retrieve a list of discounts.
|
||||
### Update a batch of feedback submissions
|
||||
Update a batch of feedback submissions.
|
||||
### Create a batch of feedback submissions
|
||||
Create a batch of feedback submissions.
|
||||
### Archive a batch of feedback submissions by ID
|
||||
Archive a batch of feedback submissions by identifier.
|
||||
### Get a batch of feedback submissions by ID
|
||||
Retrieve a batch of feedback submissions by internal identifier, or unique property values.
|
||||
### Get a feedback submission
|
||||
Retrieve an object identified by feedbackSubmissionidentifier. feedbackSubmissionId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
|
||||
### Archive a feedback submission
|
||||
Move an object identified by feedbackSubmissionId to the recycling bin.
|
||||
### Update a feedback submission
|
||||
Perform a partial update of an object identified by feedbackSubmissionidentifier. feedbackSubmissionId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
||||
### List feedback submissions
|
||||
Retrieve a page of feedback submissions. Control what is returned via the properties query parameter.
|
||||
### Create a feedback submission
|
||||
Create a feedback submission with the given properties and return a copy of the object, including the identifier.
|
||||
### Merge two feedback submissions
|
||||
Merge two feedback submissions with same type.
|
||||
### Delete a feedback submission to follow GDPR
|
||||
Permanently delete a feedback submission and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
||||
### Search feedback submissions
|
||||
Retrieve a list of feedback submissions.
|
||||
### Archive a batch of quotes by ID
|
||||
Archive a batch of quotes by identifier.
|
||||
### Update a batch of quotes
|
||||
Update a batch of quotes.
|
||||
### Create a batch of quotes
|
||||
Create a batch of quotes.
|
||||
### Get a batch of quotes by ID
|
||||
Retrieve a batch of quotes by internal identifier, or unique property values.
|
||||
### List quotes
|
||||
Retrieve a page of quotes. Control what is returned via the properties query parameter.
|
||||
### Create quote
|
||||
Create a quote with the given properties and return a copy of the object, including the identifier.
|
||||
### Get a quote by ID
|
||||
Retrieve an object identified by quote identifier. quoteId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
|
||||
### Archive a quote by ID
|
||||
Move an object identified by quoteId to the recycling bin.
|
||||
### Update a quote
|
||||
Perform a partial update of an object identified by quote identifier. quoteId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
||||
### Merge two quotes
|
||||
Merge two quotes with same type.
|
||||
### Delete a quote to follow GDPR
|
||||
Permanently delete a quote and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
||||
### Search quotes
|
||||
Retrieve a list of quotes.
|
||||
### Update a batch of taxes
|
||||
Update a batch of taxes.
|
||||
### Create a batch of taxes
|
||||
Create a batch of taxes.
|
||||
### Get a batch of taxes by ID
|
||||
Retrieve a batch of taxes by internal identifier, or unique property values.
|
||||
### Archive a batch of taxes by ID
|
||||
Archive a batch of taxes by identifier.
|
||||
### Get taxes
|
||||
Retrieve a page of taxes. Control what is returned via the properties query parameter.
|
||||
### Create a tax
|
||||
Create a tax with the given properties and return a copy of the object, including the identifier.
|
||||
### Get a tax by ID
|
||||
Retrieve an object identified by tax identifier. taxId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
|
||||
### Archive a tax
|
||||
Move an object identified by taxId to the recycling bin.
|
||||
### Update a tax
|
||||
Perform a partial update of an object identified by taxidentifier. taxId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
||||
### Merge two taxes
|
||||
Merge two taxes with same type.
|
||||
### Delete a tax to follow GDPR
|
||||
Permanently delete a tax and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
||||
### Search taxes
|
||||
Retrieve a list of taxes.
|
||||
### Archive a batch of tickets by ID
|
||||
Archive a batch of tickets by identifier.
|
||||
### Get a batch of tickets by ID
|
||||
Retrieve a batch of tickets by internal identifier, or unique property values.
|
||||
### Create a batch of tickets
|
||||
Create a batch of tickets.
|
||||
### Update a batch of tickets
|
||||
Update a batch of tickets.
|
||||
### Get a ticket
|
||||
Retrieve an object identified by ticket identifier. ticketId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.
|
||||
### Archive a ticket
|
||||
Move an object identified by ticketId to the recycling bin.
|
||||
### Update a ticket
|
||||
Perform a partial update of an object identified by ticket identifier. ticketId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
|
||||
### Get tickets
|
||||
Retrieve a page of tickets. Control what is returned via the properties query parameter.
|
||||
### Create a ticket
|
||||
Create a ticket with the given properties and return a copy of the object, including the identifier.
|
||||
### Merge two tickets
|
||||
Merge two tickets with same type.
|
||||
### Delete a ticket to follow GDPR
|
||||
Permanently delete a ticket and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.
|
||||
### Search tickets
|
||||
Retrieve a list of tickets.
|
||||
### List association types
|
||||
List all the valid association types available between two object types.
|
||||
### Delete specific association labels
|
||||
Batch delete specific association labels for objects. Deleting an unlabeled association will also delete all labeled associations between those two objects.
|
||||
### Read batch associations
|
||||
Batch read associations for objects to specific object type. The 'after' field in a returned paging object can be added alongside the 'id' to retrieve the next page of associations from that objectidentifier. The 'link' field is deprecated and should be ignored.
|
||||
### Create batch associations
|
||||
Batch create associations for objects.
|
||||
### Delete batch associations
|
||||
Batch delete associations for objects.
|
||||
### Create default associations
|
||||
Create the default (most generic) association type between two object types.
|
||||
### Delete associations
|
||||
Deletes all associations between two records.
|
||||
### Create association labels
|
||||
Set association labels between two records.
|
||||
### Create default association
|
||||
Create the default (most generic) association type between two object types.
|
||||
### List associations for an object
|
||||
List all associations of an object by object type. Limit 500 per call.
|
||||
### Get all cards
|
||||
Returns a list of cards for a given app.
|
||||
### Create a new card
|
||||
Defines a new card that will become active on an account when this app is installed.
|
||||
### Get a card
|
||||
Returns the definition for a card with the given identifier.
|
||||
### Delete a card
|
||||
Permanently deletes a card definition with the given identifier. Once deleted, data fetch requests for this card will no longer be sent to your service. This can't be undone.
|
||||
### Update a card
|
||||
Update a card definition with new details.
|
||||
### Get sample card detail response
|
||||
Returns an example card detail response. This is the payload with displayed details for a card that will be shown to a user. An app should send this in response to the data fetch request.
|
||||
### Get task ID status
|
||||
Retrieve the status for a task identifier.
|
||||
### Start an export
|
||||
Begins exporting CRM data for the portal as specified in the request body.
|
||||
### Get the information on any import
|
||||
A complete summary of an import record, including any updates.
|
||||
### Cancel an active import
|
||||
This allows a developer to cancel an active import.
|
||||
### Get active imports
|
||||
Returns a paged list of active imports for this account.
|
||||
### Start a new import
|
||||
Begins importing data from the specified file resources. This uploads the corresponding file and uses the import request object to convert rows in the files to objects.
|
||||
### Get import errors
|
||||
Retrieve a list of errors for an import.
|
||||
### Add and/or remove records from a list
|
||||
Add and/or remove records that have already been created in the system to and/or from a list. This endpoint only works for lists that have a processingType of Manual or Snapshot.
|
||||
### Add records to a list
|
||||
Add the records provided to the list. Records that do not exist or that are already members of the list are ignored. This endpoint only works for lists that have a processingType of Manual or Snapshot.
|
||||
### Add all records from a source list to a destination list
|
||||
Add all of the records from a source list (specified by the sourceListId) to a destination list (specified by the listId). Records that are already members of the destination list will be ignored. The destination and source list IDs must be different. The destination and source lists must contain records of the same type (e.g. contacts, companies, etc.). This endpoint only works for destination lists that have a processingType of Manual or Snapshot. The source list can have any processingType.
|
||||
### Fetch list memberships
|
||||
Fetch the memberships of a list in order sorted by the recordId of the records in the list. The recordId's are sorted in ascending order if an after offset or no offset is provided. If only a before offset is provided, then the records are sorted in descending order. The after offset parameter will take precedence over the before offset in a case where both are provided.
|
||||
### Delete all records from a list
|
||||
Remove all of the records from a list. Note: The list is not deleted. This endpoint only works for lists that have a processingType of Manual or Snapshot.
|
||||
### Remove records from a list
|
||||
Remove the records provided from the list. Records that do not exist or that are not members of the list are ignored. This endpoint only works for lists that have a processingType of Manual or Snapshot.
|
||||
### Search lists
|
||||
Search lists by list name or page through all lists by providing an empty query value.
|
||||
|
||||
## Known Issues and Limitations
|
||||
There are no known issues at this time.
|
||||
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