hubspot-api

Platformr Hubspot API Integration

Using Docker and Node.js:

open docker in the backgound and run npm install before deploying

Overview

This is a cdk app that will create several lambda functions to read and write contact and company data to and from hubspot

This deployment package contains 6 lambda functions:

• hubspotGetContact: Obtains a hubspot contact using an email address
• hubspotPostContact: Creates a hubspot contact
• hubspotGetCompany: Obtains a hubspot company using an orgid
• hubspotPostCompany: Creates a hubspot company and contact
• hubspotUpdateContact: Updates contact using email
• hubspotUpdateCompany: Updates company using orgid

Hubspot Setup

• Create a new hubspot developer account
• Create a new private app

Note

Create a private app by going to the settings icon in the top right corner, on the left menu, click Integrations > Private Apps > Create Private App

• In scopes, select the following permissions:

• crm.objects.companies.read
• crm.objects.contacts.read
• crm.objects.contacts.write
• crm.objects.companies.write

Note

Nothing will integrate into hubspot without the following changes:

• Add 'platformr_orgid' to the contact properties
• Add 'platformr_orgid', 'platformr_aws_account_id', 'platformr_product_id' and 'platformr_product_name' to the company properties

Note

You can add custom properties by going to Hubspot > CRM, choose contact or company table, click Actions > Edit Properties > Add Property. All properties above require single-line text field type

AWS Setup

• Using the accessToken from the app, create an AWS Secrets Manager secret
• Name the accessToken 'hubspotAccessToken'
• When you rotate the accessToken, you will need to update it through AWS as well

Required Query Properties

• hubspotContactGet: 'email'
• hubspotContactPost: 'firstname', 'lastname', 'email', 'platformr_orgid'
• hubspotCompanyGet: 'platformr_orgid'
• hubspotCompanyPost: 'firstname', 'lastname', 'email', 'platformr_orgid', 'domain', 'companyname', 'platformr_aws_account_id', 'platformr_product_id', 'platformr_product_name'
• hubspotUpdateContact: 'email' and at least one of the following: 'firstname', 'lastname'
• hubspotUpdateCompany: 'platformr_orgid' and at least one of the following: 'domain', 'companyname', 'platformr_product_id', 'platformr_product_name'

JSON Body Example:

//Post Company Example
{
    "firstname":"Brendan",
    "lastname":"Bessman",
    "email":"Bdbessman@gmail.com",
    "platformr_orgid":"1234567890",
    "domain":"platformr.cloud",
    "companyname":"Platformr",
    "platformr_aws_account_id":"1203981",
    "platformr_product_id":"54321",
    "platformr_product_name":"Example Product Name"
}