HubSpot Connector Setup Guide

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This article describes how to set up the HubSpot connector.

HubSpot is the world’s leading inbound marketing and sales platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 10,000 customers in 65 countries use HubSpot’s software, services, and support to transform the way they attract, engage, and delight customers.

With the HubSpot connector, you can use Tealium AudienceStream to create or update users within HubSpot's CRM and add or remove user contacts to lists.

In this article:

• Connector Actions
• Prerequisites
• Configure Settings
• Action Settings — Parameters and Options
• Action — Create Contact (Real-Time)
• Action — Create Contact (Batched)
• Action — Update Contact (Real-Time)
• Action — Update Contact (Batched)
• Action — Add Contact to List
• Action — Remove Contact from List

Connector Actions

Action Name	AudienceStream	EventStream
Create Contact (Real-Time)	✓	✗
Create Contact (Batched)	✓	✗
Update Contact (Real-Time)	✓	✗
Update Contact (Batched)	✓	✗
Add Contact to List	✓	✗
Remove Contact from List	✓	✗

Prerequisites

Verify the correct scopes to read/write for the following API endpoints:

Scope	Read	Write
CRM
crm.lists	✓	✓
crm.objects.companies	✓	✓
crm.objects.contacts	✓	✓
crm.objects.custom	✓	✓
crm.objects.marketing_events	✓
crm.objects.owners	✓
crm.schemas.contacts	✓	✓
crm.schemas.custom	✓
STANDARD	Request Access
crm.import	✓

Configure Settings

Navigate to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see the About Connectors article.

After adding the connector, configure the following settings:

• Private App Access Token
  Required. Provide your Private App Access Token. For more information about your Private App Access Token, see HubSpot Private Apps documentation.

Click Done when you are finished configuring the connector.

Action Settings — Parameters and Options

Click Continue to configure the connector actions. Enter in a name for the action and then select the action type from the drop-down menu.

The following section describes how to set up parameters and options for each action.

Action — Create Contact (Real-Time)

Use this action to create contact properties to use when creating a new contact. Review the HubSpot CRM's Default contact properties documentation for available properties to be utilized in HubSpot.

An email address is the primary unique identifier for a contact in HubSpot and we recommended including it when creating a contact.

Action — Create Contact (Batched)

Use this action to create contact properties to use when creating a new contact. Review the HubSpot CRM's Default contact properties documentation for available properties to be utilized in HubSpot.

An email address is the primary unique identifier for a contact in HubSpot and we recommended including it when creating a contact.

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 10
• Max time since oldest request: 5 minutes
• Max size of requests: 1 MB

Action — Update Contact (Real-Time)

Use this action to manage contact information about individuals. For example, if your team is using multiple platforms and you need accurate contact information in both systems, you can use the contacts endpoints to integrate the two systems and sync contact information. 

Parameters

Parameter	Description
Contact ID	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.
Contact Email Address	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.

Provide contact properties to create a new contact. For available properties, see the HubSpot CRM's Default contact properties documentation. 

Action — Update Contact (Batched)

Use this action to manage contact information about individuals. For example, if your team is using multiple platforms and you need accurate contact information in both systems, you can use the contacts endpoints to integrate the two systems and sync contact information. 

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 10
• Max time since oldest request: 5 minutes
• Max size of requests: 1 MB

Parameters

Parameter	Description
Contact ID	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.
Contact Email Address	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.

Provide contact properties to create a new contact. For available properties, see the HubSpot CRM's Default contact properties documentation. 

Action — Add Contact to List

Use this action to add contact records that have already been created in the HubSpot system to a contact list. You cannot manually add contacts to dynamic lists. Contact your HubSpot account manager to determine if the list is dynamic or static.

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 500
• Max time since oldest request: 10 minutes
• Max size of requests: 1 MB

Parameters

Parameter	Description
Target Contact List	Select contact list to add a contact to.
Contact ID	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.
Contact Email Address	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.

Action — Remove Contact from List

This action removes a contact record that has already been created in the HubSpot system from a contact list.

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 500
• Max time since oldest request: 10 minutes
• Max size of requests: 1 MB

Parameters

Parameter	Description
Target Contact List	Select contact list to remove a contact from.
Contact ID	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.
Contact Email Address	Contact ID or Contact Email Address must be provided, otherwise the connector will return an error. If both are passed in, the Contact ID will be used for the contact lookup.