Setting Up HubSpot Integration in Your Platform

This guide will walk you through embedding HubSpot & managing HubSpot contact data directly within your platform.

Connecting the HubSpot Portal

• After logging in to your Fastn account, go to the Widgets page, and click Add Widget:

• Search for HubSpot in Fastn Connectors and connect it to your HubSpot account.

• This will open the create a widget page with HubSpot's info pre-filled. Next add the Activate HubSpot Exports flow as an activate action as shown below and update the widget.

Widget Flows

This widget embeds a flow that is created in the following construct:

Hubspot -> fastnDB

This will be called by the scheduler created by Activate. This will move your data from HubSpot to destination.

Step 1: Create a New Flow

1. Start by logging in to your Fastn workspace and navigate to the Flows section from the left-hand menu.

2. Click on "Add New Flow."

3. Give your flow a name and select API as the flow type.

4. Click "Create" to proceed.

Step 2: Add the HubSpot Connector

1. Inside your new flow, locate the start step.

2. Search for "HubSpot" in the connector list.

3. Add the HubSpot connector to your start step.

1. Choose the function you want to perform—e.g., getContacts to fetch HubSpot contacts.

1. Click "Next" to proceed.

Step 3: Connect Your HubSpot Account

1. In the Connect Account step, sign in with your HubSpot credentials.

1. Once authenticated, click "Next" again.

2. Configure and save your connection details.

1. Click "Run Test" to verify the integration.

Once the test passes, your HubSpot account is now successfully connected.

Step 4: Store and Display Contacts in a Database

1. After successfully connecting your HubSpot account, attach a Loop step to process each contact individually.

2. In the loop, set the data source to your desired output—in this case, use {{steps.getContacts.output.results}} to loop through the list of contacts fetched from HubSpot.

1. Enter the loop, and inside it:

Add a Database connector (e.g., Fastn database). Insert a Query in it that:

• Creates a table if it doesn't already exist.

• Inserts each contact into the table during the loop iteration.

1. Once the loop logic is complete, exit the loop.

2. Attach a Success Message step outside the loop to confirm the flow ran successfully without any errors.

Step 5: Verify the Data

1. Navigate to your Fastn database.

2. Open the table you created.

3. You should now see all your HubSpot contact data populated.

This flow will allow you to fetch and manage HubSpot contact data directly within your platform.

Next, you’ll add buttons like "Connect" and "Disconnect" for Activation or Deactivation of your HubSpot connection.

Add the following flows in your actions:

Activate Flow

This will create your schedulers / webhooks + import your APIs from templates

Deactivate Flow

This will delete your schedulers / Webhooks.

After you update these actions into your widget, you can see the buttons on your connectors page.

You can now easily activate and deactivate the connection with your HubSpot portal.

Users can authenticate using their own OAuth2 credentials by providing their custom OAuth application details. They can enter their Client ID and Client Secret as shown in the screenshot below.