Skip to content

Commit

Permalink
Merge pull request #2 from anush47/main
Browse files Browse the repository at this point in the history
Update Package.md
  • Loading branch information
ayeshLK authored Jan 16, 2025
2 parents 38bfdb4 + 4d7f106 commit d0197a0
Show file tree
Hide file tree
Showing 34 changed files with 4,715 additions and 36 deletions.
197 changes: 192 additions & 5 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -8,21 +8,208 @@

## Overview

[//]: # (TODO: Add overview mentioning the purpose of the module, supported REST API versions, and other high-level details.)
[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).

## Setup guide

[//]: # (TODO: Add detailed steps to obtain credentials and configure the module.)
To use the HubSpot CRM Leads 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](https://app.hubspot.com/)

If you don't have a HubSpot Developer Account you can sign up to a free account [here](https://developers.hubspot.com/get-started)

### Step 2 (Optional): Create a [Developer Test Account](https://developers.hubspot.com/beta-docs/getting-started/account-types#developer-test-accounts) under your account

Within app developer accounts, you can create developer test accounts 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 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)

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)

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)

### 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)

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)

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.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)

4. 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)

### 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)

### 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>
```

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.

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

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

```bash
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

```bash
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.

```json
{
"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

[//]: # (TODO: Add a quickstart guide to demonstrate a basic functionality of the module, including sample code snippets.)
To use the `HubSpot CRM Leads Connector` in your Ballerina application, update the `.bal` file as follows:

### Step 1: Import the module

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

```ballerina
import ballerinax/hubspot.crm.obj.leads as leads;
import ballerina/oauth2;
```

### Step 2: Instantiate a new connector

1. Create a `Config.toml` file and, configure the obtained credentials in the above steps as follows:

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

2. Instantiate a `hsLeads:ConnectionConfig` with the obtained credentials and initialize the connector with it.

```ballerina
configurable string clientId = ?;
configurable string clientSecret = ?;
configurable string refreshToken = ?;
final leads:ConnectionConfig auth = {
clientId,
clientSecret,
refreshToken,
credentialBearer: oauth2:POST_BODY_BEARER
};
final leads:Client hsLeads = check new ({auth});
```

### Step 3: Invoke the connector operation

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

#### Create a Lead

```ballerina
public function main() returns error? {
hsLeads:SimplePublicObjectInputForCreate payload = {
{
"associations": [
{
"types": [
{
"associationCategory": "HUBSPOT_DEFINED",
"associationTypeId":578
}
],
"to": {
"id": "YOUR_CONTACT_ID"
}
}
],
"properties": {
"hs_lead_name": "John Doe"
}
}
}
hsLeads:SimplePublicObject createLead = check hsLeads->/.post(payload);
}
```

### Step 4: Run the Ballerina application

```bash
bal run
```

## Examples

The `Ballerina HubSpot CRM Leads Connector` connector provides practical examples illustrating usage in various scenarios. Explore these [examples](https://github.com/module-ballerinax-hubspot.crm.object.leads/tree/main/examples/), covering the following use cases:
The `ballerinax/hubspot.crm.objects.leads` connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:

[//]: # (TODO: Add examples)
- [**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.

## Build from the source

Expand Down
8 changes: 4 additions & 4 deletions ballerina/Ballerina.toml
Original file line number Diff line number Diff line change
@@ -1,16 +1,16 @@
[package]
distribution = "2201.10.0"
org = "ballerinax"
name = "hubspot.crm.object.leads"
name = "hubspot.crm.obj.leads"
version = "0.1.0"
license = ["Apache-2.0"]
authors = ["Ballerina"]
keywords = []
# icon = "icon.png" # TODO: update icon.png
keywords = ["hubspot","crm","objects","leads"]
icon = "icon.png"
repository = "https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.leads"

[build-options]
observabilityIncluded = true

[platform.java21]
[platform.java17]
graalvmCompatible = true
Loading

0 comments on commit d0197a0

Please sign in to comment.