ballerinax/hubspot.crm.pipelines Ballerina library

Overview

HubSpot is an AI-powered customer relationship management (CRM) platform.

The ballerinax/hubspot.crm.pipelines offers APIs to connect and interact with the Hubspot Pipelines API endpoints, specifically based on the Hubspot Pipelines REST API.

Setup guide

To use the HubSpot CRM Pipelines connector, you must have access to the HubSpot API through a HubSpot developer account and a HubSpot App under it. Therefore you need to register for a developer account at HubSpot if you don't have one already.

Step 1: Create/Login to a HubSpot Developer Account

If you have an account already, go to the HubSpot developer portal

If you don't have a HubSpot Developer Account you can sign up to a free account here

Step 2 (Optional): Create a Developer Test Account

Within app developer accounts, you can create a developer test account under your account to test apps and integrations without affecting any real HubSpot data.

Note: These accounts are only for development and testing purposes. In production, you should not use Developer Test Accounts.

1. Go to the Test Account section from the left sidebar.

   

2. Click Create developer test account.

   

3. In the dialogue box, give a name to your test account and click create.

   

Step 3: Create a HubSpot App under your account

1. In your developer account, navigate to the "Apps" section. Click on "Create App"

   

2. Provide the necessary details, including the app name and description.

Step 4: Configure the Authentication Flow

1. Move to the Auth Tab.

   

2. In the Scopes section, click the "Add new scope" button to add the necessary scopes for your app.

   • crm.objects.orders.read
   • crm.schemas.orders.write

   

3. Add your Redirect URI in the relevant section. You can also use localhost addresses for local development purposes. Click Create App.

   

Step 5: Get your Client ID and Client Secret

• Navigate to the Auth section of your app. Make sure to save the provided Client ID and Client Secret.

  

Step 6: Setup Authentication Flow

Before proceeding with the Quickstart, ensure you have obtained the Access Token using the following steps:

1. Create an authorization URL using the following format:

   https://app.hubspot.com/oauth/authorize?client_id=<YOUR_CLIENT_ID>&scope=<YOUR_SCOPES>&redirect_uri=<YOUR_REDIRECT_URI>
   

   Replace the <YOUR_CLIENT_ID>, <YOUR_REDIRECT_URI>, and <YOUR_SCOPES> with your specific value.

2. Paste it in the browser and select your developer test account to intall the app when prompted.

3. A code will be displayed in the browser. Copy the code.

4. Run the following curl command. Replace the <YOUR_CLIENT_ID>, <YOUR_REDIRECT_URI>, and <YOUR_CLIENT_SECRET> with your specific value. Use the code you received in the above step 3 as the <CODE>.

   • Linux/macOS

     curl --request POST \
     --url https://api.hubapi.com/oauth/v1/token \
     --header 'content-type: application/x-www-form-urlencoded' \
     --data 'grant_type=authorization_code&code=<CODE>&redirect_uri=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

   • Windows

     curl --request POST ^
     --url https://api.hubapi.com/oauth/v1/token ^
     --header 'content-type: application/x-www-form-urlencoded' ^
     --data 'grant_type=authorization_code&code=<CODE>&redirect_uri=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

   This command will return the access token necessary for API calls.

   {
     "token_type": "bearer",
     "refresh_token": "<Refresh Token>",
     "access_token": "<Access Token>",
     "expires_in": 1800
   }

5. Store the access token securely for use in your application.

Quickstart

To use the HubSpot CRM Pipelines connector in your Ballerina application, follow these steps:

Step 1: Import the module

import ballerinax/hubspot.crm.pipelines as hspipelines;

Step 2: Instantiate a new connector

1. Create a Config.toml file and configure the obtained credentials:

   clientId = "<Client Id>"
   clientSecret = "<Client Secret>"
   refreshToken = "<Refresh Token>"

2. Create a hspipelines:ConnectionConfig with the obtained access token and initialize the connector with it.

Step 3: Use Connector Operations

Now, utilize the available connector operations.

Examples

The HubSpot CRM Pipelines connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:

1. Pipeline management
2. Support pipeline
3. Pipeline stage management