HubSpot Connector - Technical Overview

Versions Supported

HubSpot Marketing - Basic, Professional, Enterprise
HubSpot Sales - Free and Paid

Above information is as of 9/30/2017. Visit the HubSpot pricing page at  www.hubspot.com/pricing for latest information about API access in their versions. 

Authentication Requirements

The Bedrock HubSpot connector uses oAuth so installation is only a matter of a user entering their credentials in the connector. It is recommended that the user authenticating is a Super Administrator.  Learn more about their User Roles here

If you prefer to use a non-admin, make sure the user has full privileges to Contacts and can access the Sales area where Companies and Deals live. More on how to authenticate HubSpot can be found  here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Bedrock Data so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team. 

Object Permissions Custom Field Support Dedupe Key
User Read  No
Contact Read / Update / Create Yes Email
Company Read / Update / Create Yes Name
Deal Read / Update / Create Yes Expected Close Date
Name
Contact and Company Relationship
Engagement Read / Update / Create N/A Title 
Occurred At
Timeline  Create Yes (Limited to 5) Subject
Occurred At

API Version and Limits

HubSpot's API does not have versions. They use a REST API and all of their documentation is made public at  https://developers.hubspot.com/docs/overview

HubSpot currently has an API daily call limit of 40,000 for all versions. Learn more about their API limit guidelines at  https://developers.hubspot.com/apps/api_guidelines

Important Consideration(s)

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Bedrock Data sales representative to ensure we can meet your needs. 

  • Deals must have close dated ASSIGNED in order for the Deal to be paired up with another opportunity-type record in another system.
  • Engagements are referred to as Sales Activities in HubSpot (Notes, Calls, Tasks, etc. ) 
  • In order to Create engagements in HubSpot, you must map the Type field and set either a default value (Task, Call, etc.) or bring over a value from the other systems Activity record that matches with the options in HubSpot. 
  • Bedrock Data supports three distinct Timeline records (Registration, Attendance, and timelineEvent). Customers can create multiple mappings for each event type as required by their integration.  Timeline records can power workflows in HubSpot based on activity that takes place in other integrated systems.  

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