These instructions walk through subscribing to the HubSpot integration in iPaaS.com, configuring the subscription settings, authenticating to HubSpot with OAuth, and verifying that data moves between the two systems. For a full reference on each setting and the authentication methods available, see HubSpot Connections and Settings.
Before You Begin
Gather the following before starting:
A HubSpot account: Subscribers or their MiSP need credentials for the HubSpot account that will be authorized during the OAuth step, and permission to grant that authorization.
The HubSpot API URL: The HubSpot API URL is the same for all instances and is not instance-based. Both the test/sandbox and production environments use
https://api.hubapi.com.
HubSpot does not have native contact or company category support. If customer or company categories will be synchronized, the corresponding HubSpot properties must be created before configuring the subscription, because the subscription settings reference them by label. Both are optional: if a category property is not created and named in the subscription settings, category synchronization for that object is simply not performed.
To create either property in HubSpot, navigate to Settings > Data Management > Properties, click Create Property, provide the desired property name as a Contact Object or Company Object type property, select the desired group, and then on the Field Type tab choose Dropdown Select and add at least one value before saving.
Create the properties that apply:
Contact Category Field Name: A HubSpot contact property representing the contact category, which will be synchronized with iPaaS.com customer categories.
Company Category Field Name: A HubSpot company property representing the company category, which will be synchronized with iPaaS.com customer categories.
The integration matches these settings against the property label shown in HubSpot, not the internal property name. Subscribers or their MiSP should enter the label exactly as it appears on the property. HubSpot Connections and Settings covers the property creation steps in detail, with screenshots.
Note that initialization is not supported for HubSpot in iPaaS.com. No data type can be transferred in bulk through initialization, and all data synchronization must be configured through the mapping collections.
Subscribe to the Integration
Go to Subscriptions Management > Subscriptions and click Search Certified Integration Marketplace and Subscribe.
Click the HubSpot integration title.
On the Subscription Detail page, click the Subscribe button.
Configure the Subscription Settings
Provide the following on the Subscription Settings page, which presents the fields in this order. Fields marked with a red asterisk are required.
Enter the Name of the subscription and select a Versions value. The name can be any relevant and unique subscription name within the company where this subscription is created, and the latest version is recommended.
Select Create Default Mappings (recommended). Leave it cleared only if all mappings will be built manually from scratch.
Enter
https://api.hubapi.comin API Url.Enter
nullin API Key. This value will not be used for authentication, but a value is required. You will authenticate later in the procedures.Enter Transfer Products as a Prerequisite for Transactions. Enter
trueto require that a transaction line item's product exists in HubSpot before the line item transfers from iPaaS.com; the product is created as a prerequisite if it is missing. Leave the setting empty to allow order lines that are not linked to a HubSpot product.Enter the Contact Category Field Name: the label of the HubSpot contact property created in Before You Begin. Leave it empty to skip contact category synchronization.
Enter the Company Category Field Name: the label of the HubSpot company property created in Before You Begin. Leave it empty to skip company category synchronization.
Leave the throttling fields at their pre-populated values unless rate limit errors are encountered. See Throttling and Concurrency below.
Click Apply to save the settings.
The subscription settings must be saved before authentication can be started.
Throttling and Concurrency
The throttling and concurrency fields in the lower section of the subscription settings are required, but the values are pre-populated for the subscription. These settings determine the frequency and amount of data moved simultaneously, and they should be reduced only if rate limit errors are encountered. Throttling ensures that HubSpot's API isn't overwhelmed by excessive API calls, preserving system performance during heavy data transfers. For more details, refer to Subscription Configuration – Edit.
Authenticate to HubSpot
OAuth is the intended authentication method for HubSpot. After configuring and saving the iPaaS.com subscription settings, initiate the OAuth 2.0 flow to generate an access token.
Open your HubSpot subscription settings in iPaaS.com.
Click the lock icon in the top toolbar. A new browser window opens to the HubSpot login page.
Sign in with your HubSpot credentials to proceed. If you are already signed in, you will advance to the next step.
Select the account to authorize and then click Choose Account.
You will be redirected back to iPaaS.com with a confirmation message. Close that page.
Wait a moment, then refresh your HubSpot subscription. If authentication succeeded, access tokens are saved to the OAuth details within the subscription settings.
The integration refreshes the OAuth token when the connection is established, so a subscription that has been idle does not require manual reauthentication.
To restart authentication, delete the access tokens and OAuth status using the trash icons next to them, refresh the iPaaS.com subscription, and click the lock icon again.
Post-Installation Verification
Testing the connection in iPaaS.com reports success without confirming that HubSpot has accepted the stored credentials, so a successful test alone does not prove the connection works. Confirm the connection by running an actual transfer of a small record set and reviewing the outcome under Dashboard > Integration Monitoring > Error Logs. Credential and permission problems surface there on the first real transfer.
Verify the installation by running actual transfers in both directions, as follows.
Verify a transfer from iPaaS.com to HubSpot
In iPaaS.com, select a single test customer.
Run a manual sync using the Add/Update HubSpot Contact FROM iPaaS.com mapping collection.
Confirm the contact appears in HubSpot with the expected field values.
Verify a transfer from HubSpot to iPaaS.com
In HubSpot, create or update a single test contact.
Allow a scheduled polling cycle to complete. HubSpot records are picked up by scheduled polling rather than by webhook notification, so the transfer is not immediate.
Confirm the customer appears in iPaaS.com through the Add/Update HubSpot Contact TO iPaaS.com mapping collection with the expected field values.
Review the results
Review the outcome of both transfers under Dashboard > Integration Monitoring > Error Logs. Credential, permission, and mapping problems surface there on the first real transfer. Repeat this pattern for any other mapping collections enabled on the subscription.
Support and Troubleshooting
If records are not transferring as expected, check the following:
Access tokens are stored: Refresh the subscription and confirm the OAuth details contain access tokens. If they are absent, repeat the authentication procedure.
Category properties match: A missing category in HubSpot is usually a sign that the property label was left blank in the subscription settings or does not match the label on the HubSpot property.
Transfers from HubSpot have had time to poll: Records move on a scheduled polling cycle rather than immediately.
Click the Help button on any iPaaS.com page to contact Support or to search our documentation.
Documentation: Search our documentation at the top of this article.
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Contact Information: Contact iPaaS.com.