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ThisaruGuruge committed Jan 22, 2025
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33 changes: 16 additions & 17 deletions README.md
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Expand Up @@ -10,7 +10,7 @@

[HubSpot](https://www.hubspot.com) is an AI-powered customer relationship management (CRM) platform.

The `ballerinax/hubspot.crm.object.leads` package offers APIs to connect and interact with the [HubSpot CRM Leads API](https://developers.hubspot.com/docs/reference/api/crm/objects/leads) endpoints, specifically based on the [HubSpot REST API v3](https://developers.hubspot.com/docs/reference/api/overview).
The `ballerinax/hubspot.crm.obj.leads` package offers APIs to connect and interact with the [HubSpot CRM Leads API](https://developers.hubspot.com/docs/reference/api/crm/objects/leads) endpoints, specifically based on the [HubSpot REST API v3](https://developers.hubspot.com/docs/reference/api/overview).

## Setup guide

Expand All @@ -30,47 +30,46 @@ Within app developer accounts, you can [create developer test accounts](https://
1. Go to Test Account section from the left sidebar.

![Hubspot developer portal](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_1.png)
![HubSpot developer portal](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_1.png)

2. Click Create developer test account.

![Hubspot developer testacc](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_2.png)
![HubSpot developer test_account](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_2.png)

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

![Hubspot developer testacc_creation_3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_3.png)
![HubSpot developer testacc_creation_3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_3.png)

### Step 3: Create a HubSpot App under your account

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

![Hubspot app creation 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_1.png)
![HubSpot app creation 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_1.png)

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

### Step 4: Configure the Authentication Flow

1. Move to the Auth Tab.

![Hubspot app auth setup 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_2.png)
![HubSpot app auth setup 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_2.png)

2. In the Scopes section, add the following scopes for your app using the "Add new scope" button.

`crm.objects.leads.read`
- `crm.objects.leads.read`
- `crm.objects.leads.write`

`crm.objects.leads.write`

![Hubspot app auth setup 2](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/scope_set.png)
![HubSpot app auth setup 2](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/scope_set.png)

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

![Hubspot app auth setup 3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_final.png)
![HubSpot app auth setup 3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_final.png)

### 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.

![Hubspot app auth setup 5](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/get_credentials.png)
![HubSpot app auth setup 5](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/get_credentials.png)

### Step 6: Setup Authentication Flow

Expand All @@ -82,11 +81,11 @@ Before proceeding with the Quickstart, ensure you have obtained the Access Token
https://app.hubspot.com/oauth/authorize?client_id=<YOUR_CLIENT_ID>&scope=<YOUR_SCOPES>&redirect_uri=<YOUR_REDIRECT_URI>
```

Alternatively the link can be obtained from Hubspot.
Alternatively the link can be obtained from HubSpot.

![Hubspot get auth code](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/get_auth_code.png)

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

![Hubspot app install](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/install_app.png)

Expand Down Expand Up @@ -131,7 +130,7 @@ To use the `HubSpot CRM Leads Connector` in your Ballerina application, update t

### Step 1: Import the module

Import the `hubspot.crm.obj.leads` module and `oauth2` module.
Import the `ballerinax/hubspot.crm.obj.leads` module and `oauth2` module.

```ballerina
import ballerinax/hubspot.crm.obj.leads as hsleads;
Expand Down Expand Up @@ -167,7 +166,7 @@ import ballerina/oauth2;

### Step 3: Invoke the connector operation

Now, utilize the available connector operations. A sample usecase is shown below.
Now, utilize the available connector operations. A sample use case is shown below.

#### Create a Lead

Expand Down Expand Up @@ -205,7 +204,7 @@ bal run

## Examples

The `ballerinax/hubspot.crm.objects.leads` connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:
The `ballerinax/hubspot.crm.obj.leads` connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:

- [**Real Estate Inquiry Leads**](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/tree/main/examples/real_estate_inquiry_leads): Learn how the HubSpot API can be used to manage and process leads from real estate inquiries.
- [**Fitness Center Leads**](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/tree/main/examples/fitness_center_leads): Discover how the HubSpot API can be utilized to handle leads for fitness center memberships and services.
Expand Down
33 changes: 16 additions & 17 deletions ballerina/Module.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,7 @@

[HubSpot](https://www.hubspot.com) is an AI-powered customer relationship management (CRM) platform.

The `ballerinax/hubspot.crm.object.leads` package offers APIs to connect and interact with the [HubSpot CRM Leads API](https://developers.hubspot.com/docs/reference/api/crm/objects/leads) endpoints, specifically based on the [HubSpot REST API v3](https://developers.hubspot.com/docs/reference/api/overview).
The `ballerinax/hubspot.crm.obj.leads` package offers APIs to connect and interact with the [HubSpot CRM Leads API](https://developers.hubspot.com/docs/reference/api/crm/objects/leads) endpoints, specifically based on the [HubSpot REST API v3](https://developers.hubspot.com/docs/reference/api/overview).

## Setup guide

Expand All @@ -22,47 +22,46 @@ Within app developer accounts, you can [create developer test accounts](https://
1. Go to Test Account section from the left sidebar.

![Hubspot developer portal](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_1.png)
![HubSpot developer portal](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_1.png)

2. Click Create developer test account.

![Hubspot developer testacc](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_2.png)
![HubSpot developer test_account](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_2.png)

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

![Hubspot developer testacc_creation_3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_3.png)
![HubSpot developer testacc_creation_3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/test_acc_3.png)

### Step 3: Create a HubSpot App under your account

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

![Hubspot app creation 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_1.png)
![HubSpot app creation 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_1.png)

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

### Step 4: Configure the Authentication Flow

1. Move to the Auth Tab.

![Hubspot app auth setup 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_2.png)
![HubSpot app auth setup 1](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_2.png)

2. In the Scopes section, add the following scopes for your app using the "Add new scope" button.

`crm.objects.leads.read`
- `crm.objects.leads.read`
- `crm.objects.leads.write`

`crm.objects.leads.write`

![Hubspot app auth setup 2](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/scope_set.png)
![HubSpot app auth setup 2](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/scope_set.png)

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

![Hubspot app auth setup 3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_final.png)
![HubSpot app auth setup 3](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/create_app_final.png)

### 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.

![Hubspot app auth setup 5](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/get_credentials.png)
![HubSpot app auth setup 5](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/get_credentials.png)

### Step 6: Setup Authentication Flow

Expand All @@ -74,11 +73,11 @@ Before proceeding with the Quickstart, ensure you have obtained the Access Token
https://app.hubspot.com/oauth/authorize?client_id=<YOUR_CLIENT_ID>&scope=<YOUR_SCOPES>&redirect_uri=<YOUR_REDIRECT_URI>
```

Alternatively the link can be obtained from Hubspot.
Alternatively the link can be obtained from HubSpot.

![Hubspot get auth code](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/get_auth_code.png)

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

![Hubspot app install](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/main/docs/setup/resources/install_app.png)

Expand Down Expand Up @@ -123,7 +122,7 @@ To use the `HubSpot CRM Leads Connector` in your Ballerina application, update t

### Step 1: Import the module

Import the `hubspot.crm.obj.leads` module and `oauth2` module.
Import the `ballerinax/hubspot.crm.obj.leads` module and `oauth2` module.

```ballerina
import ballerinax/hubspot.crm.obj.leads as hsleads;
Expand Down Expand Up @@ -159,7 +158,7 @@ import ballerina/oauth2;

### Step 3: Invoke the connector operation

Now, utilize the available connector operations. A sample usecase is shown below.
Now, utilize the available connector operations. A sample use case is shown below.

#### Create a Lead

Expand Down Expand Up @@ -197,7 +196,7 @@ bal run

## Examples

The `ballerinax/hubspot.crm.objects.leads` connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:
The `ballerinax/hubspot.crm.obj.leads` connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:

- [**Real Estate Inquiry Leads**](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/tree/main/examples/real_estate_inquiry_leads): Learn how the HubSpot API can be used to manage and process leads from real estate inquiries.
- [**Fitness Center Leads**](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads/tree/main/examples/fitness_center_leads): Discover how the HubSpot API can be utilized to handle leads for fitness center memberships and services.
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