Hubspot
Review Hubspot's instructions on how to create a developer app and the needed scopes
To connect Hubspot with Middle you will need an app in Hubspot to facilitate the connection. You can review instructions on Public apps in Hubspot's developer documentation. You can also review our Middle-specific instructions below.
Create a Hubspot developer account
If you don't already have one, you will need to create a Hubspot developer account.
Create a new app
Once in your developer account follow the below steps:
In your app developer account, navigate to Apps in the main navigation bar
In the upper right, click Create app
Feel free to fill in whatever info you'd like in the App Info tab. It might be a good idea to describe what the app is being used for.
Tab over to the Auth page
Scroll down to Redirect URLs
Enter the following URL, making changes for your instance:
{
ENTER YOUR INSTANCE NAME HERE
}.middle.app/oauth-redirect-uri/
Scroll down to Scopes
Search for the
oauth
scope and check the Request boxClick to save the app
Add app credentials to Middle
You will then need to grab the Client ID and Client secret for your new app and add them to the API keys section of your instance's Hubspot app along with your redirect URL. They need to be added in JSON format. Below is an example:
You should now be all set to authenticate Hubspot in your instance.
Syncing contact custom properties
Customer properties can be synced into Hubspot for Contacts. For flexibility's sake, properties are synced in as a set of arrays of key/value pairs. There is one array for each data type: strings, numbers, dates, datetimes, and arrays of strings. You can then use array manipulation tools to use these custom properties in your workflow.
Selecting properties to sync
In your Hubspot connection's authentication, you'll need to list which custom properties you'd like to sync. This is set up to help limit the size of your contact records.
On the app connection page, you'll need to enter the internal property name (found in the property manager) under Custom Fields For Contacts.
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