How to Connect
Prerequisites
Since HubSpot does not have native contact or company category support, the following allows you to create a field to leverage syncing customer and/or company categories in HubSpot.
Before setting up the HubSpot integration in iPaaS.com, ensure you have the following information:
Contact Category Field Name: This should contain the property label of a contact property in HubSpot that will represent the contact category, which will be synchronized with iPaaS.com customer categories. This property must be created in HubSpot beforehand as a dropdown type. To set up this field:
Navigate to Settings > Data Management > Properties in HubSpot.
Click Create Property.
Provide the desired property name as a Contact Object type property, and select the desired group
On the Field Type tab, choose Dropdown Select as the field type and add at least one category before saving.
Company Category Field Name: This should contain the property label of a company property in HubSpot that will represent the company category, which will be synchronized with iPaaS.com customer categories. This property must be created in HubSpot beforehand as a dropdown type. To set up this field:
Navigate to Settings > Data Management > Properties in HubSpot.
Click Create Property.
Provide the desired property name as a Company Object type property, and select the desired group.
On the Field type tab, select Dropdown select as the Field type, and enter at least one category name before clicking Create
Configure Subscription Settings
Navigate to the HubSpot subscription settings in iPaaS.com and provide the following information:
Field | Description | Required | Example |
Name | A unique name for identifying the HubSpot subscription in iPaaS.com. | Yes |
|
Version | Specifies the integration version to use. Select the latest version from the dropdown. | Yes |
|
API URL | The base API URL for HubSpot. | Yes |
|
API Key | For development purposes only. Should always be set to | Yes |
|
Transfer Products as a Prerequisite | Ensures products exist in HubSpot before transferring transaction line items. | No |
|
Contact Category Field Name | A contact property in HubSpot representing customer categories. | Yes |
|
Company Category Field Name | A company property in HubSpot representing company categories. | Yes |
|
Authenticate the Connection
Save the subscription settings in iPaaS.
Open the HubSpot subscription settings and click the lock icon in the top toolbar:
You will be redirected to the HubSpot login page:
Sign in with your HubSpot credentials.
Select the preferred account if prompted.
Once authenticated, you will be redirected back to iPaaS with a confirmation message.
Refresh the HubSpot subscription to verify that OAuth tokens are stored successfully.
Initialization Support
Currently, initialization is not supported for HubSpot in iPaaS.com. All data synchronization and mappings must be configured manually during the integration process.
Throttling
Throttling ensures that HubSpot’s API isn’t overwhelmed by excessive API calls, preserving system performance during heavy data transfers.
While the throttling fields are required, the values are pre-populated by the integration settings. For more details, refer to Subscription Configuration – Edit.