HubSpot CRM Authenticate an Element Instance

You can authenticate with HubSpot to create your own instance of the HubSpot CRM element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the HubSpot platform.

Authenticate Through the UI

Use the UI to authenticate with HubSpot and create an element instance. Because you authenticate with HubSpot via OAuth 2.0, all you need to do is add a name for the instance. After you create the instance, you'll log in to HubSpot to authorize Cloud Elements access to your account. For more information about authenticating an element instance, see Authenticate an Element Instance (UI). 

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Authenticate Through API

You can authenticate with HubSpot CRM in one of two ways: OAuth 2.0 and API Keys. HubSpot CRM recommends API Keys for prototyping and OAuth 2.0 for production integrations. For more information, review HubSpot CRM's Authentication Overview. Go to the section that matches your authentication method:

• OAuth API Authentication
• API Key API Authentication

OAuth API Authentication

Authenticating through API using OAuth 2.0 is a multi-step process that involves:

• Getting a redirect URL. This URL sends users to the vendor to log in to their account.
• Authenticating users and receiving the authorization grant code. After the user logs in, the vendor makes a callback to the specified url with an authorization grant code.
• Authenticating the elements instance. Using the authorization code from the vendor, authenticate with the vendor to create an element instance at Cloud Elements.

Getting a Redirect URL

Use GET /{page.elementKey}/oauth/url to request a redirect URL and pass scope to Hubspot. The scope parameter values that you include in the request must match the permissions granted to the authorizing user and their account. Some scopes apply only to Marketing accounts (such as content, reports, social, and automation) while others apply to both Marketing and CRM accounts (such as crm.objects.contacts.read, timeline, and files). If you include Marketing scopes when authenticating with Hubspot CRM, users will receive a Permissions error if their account does not include Marketing permissions.

To be certain that your users can authenticate, you should pass the specific scopes granted to the users and their account. Review the Hubspot OAuth 2.0 scope documentation for the complete list of scopes.

However, if you do not pass any scopes or pass scope without any values, see the table below for the default scopes passed with the GET /{page.elementKey}/oauth/url request.

The examples below include recommended scope values. For Hubspot Marketing Basic account users, we recommend not including the automation scope.

Use the following API call to request a redirect URL where the user can authenticate with the service provider. Replace {keyOrId} with the elements key, hubspotcrm.

curl -X GET "/elements/{keyOrId}/oauth/url?apiKey=<api_key>&apiSecret=<api_secret>&callbackUrl=<url>&scope=crm.objects.contacts.read%20timeline%20files"

Query Parameters

Example cURL

curl -X GET \
  'https://api.cloud-elements.com/elements/api-v2/elements/hubspotcrm/oauth/url?apiKey=fake_api_key&apiSecret=fake_api_secret&callbackUrl=https://www.mycoolapp.com/auth&state=hubspotcrm&scope=crm.objects.contacts.read%20timeline%20files' \

Example Response

Use the oauthUrl in the response to allow users to authenticate with the vendor.

{
"element": "hubspotcrm",
"oauthUrl": "https://login.hubpot.com/services/oauth2/authorize?response_type=code&client_id=fake_api_key&client_secret=xyz789&scope=full%20refresh_token&redirect_uri=https://www.mycoolapp.com/auth&state=hubspotcrm"
}

Authenticating Users and Receiving the Authorization Grant Code

Provide the response from the previous step to the users. After they authenticate, HubSpot CRM provides the following information in the response:

• code
• state

Authenticating the Elements Instance

Use the /instances endpoint to authenticate with HubSpot CRM and create an element instance. If you are configuring events, see the Events section.

To create an element instance:

1. Construct a JSON body as shown below (see Parameters):

   {
     "element": {
       "key": "hubspotcrm"
     },
     "providerData": {
       "code": "<AUTHORIZATION_GRANT_CODE>"
     },
     "configuration": {
       "authentication.type": "oauth2",
       "oauth.callback.url": "<CALLBACK_URL>",
       "oauth.api.key": "<CONSUMER_KEY>",
       "oauth.api.secret": "<CONSUMER_SECRET>",
       "create.bulk.properties": "false",
       "filter.response.nulls": true
     },
     "tags": [
       "<Add_Your_Tag>"
     ],
     "name": "<INSTANCE_NAME>"
   }
   

2. Call the following, including the JSON body you constructed in the previous step:

   POST /instances
   

   Note: Make sure that you include the User and Organization keys in the header. For more information, see Authorization Headers, Organization Secret, and User Secret.

3. Locate the token and id in the response and save them for all future requests using the elements instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "hubspotcrm"
  },
  "providerData": {
    "code": "xoz8AFqScK2ngM04kSSM"
  },
  "configuration": {
    "authentication.type": "oauth2",
    "oauth.callback.url": "https;//mycoolapp.com",
    "oauth.api.key": "xxxxxxxxxxxxxxxxxx",
    "oauth.api.secret": "xxxxxxxxxxxxxxxxxxxxxxxx",
    "create.bulk.properties": "false",
    "filter.response.nulls": true
  },
  "tags": [
    "Docs"
  ],
  "name": "API Instance"
}'

API Key API Authentication

To authenticate using a Hubspot HAPIkey:

1. Construct a JSON body as shown below (see Parameters):

   {
     "element": {
       "key": "hubspotcrm"
     },
     "configuration": {
       "hubspot.authorization.apikey":"3a9990ff-bf17-40b1-9ce1-e1702e36ab51",
       "authentication.type": "apiKey",
       "create.bulk.properties": "false",
       "filter.response.nulls": true
     },
     "tags": [
       "<Add_Your_Tag>"
     ],
     "name": "<INSTANCE_NAME>"
   }
   

2. Call the following, including the JSON body you constructed in the previous step:

   POST /instances
   

   Note: Make sure that you include the User and Organization keys in the header. See the Overview for details.

3. Locate the token and id in the response and save them for all future requests using the elements instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "hubspotcrm"
  },
  "configuration": {
    "hubspot.authorization.apikey":"xxxxxxxxxxxxxxxxxxxxxxxx",
    "authentication.type": "apiKey",
    "create.bulk.properties": "false"
  },
  "tags": [
    "Docs"
  ],
  "name": "API Instance"
}'

Parameters

API parameters not shown in Cloud Elements are in code formatting.

Example Response for an Authenticated Elements Instance

In this example, the instance ID is 58772 and the instance token starts with "ABC/D...". The actual values returned to you will be unique: make sure you save them for future requests to this new instance.

{
  "id": 58772,
  "name": "API Instance",
  "createdDate": "2017-08-01T16:12:43Z",
  "token": "ABC/Dxxxxxxxxxxxxxxxxxxxxxxxx/9DROw=",
  "element": {
    "id": 229,
    "name": "Hubspot CRM",
    "hookName": "HubSpotCRM",
    "key": "hubspotcrm",
    "description": "HubSpot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.",
    "image": "elements/provider_hubspot.png",
    "active": true,
    "deleted": false,
    "typeOauth": true,
    "trialAccount": false,
    "configDescription": "If you do not have a HubSpot account, you can create one at <a href=\"http://www.hubspot.com\" target=\"_blank\">HubSpot Signup</a>",
    "defaultTransformations": [  ],
    "objectMetadata": [  ],
    "transformationsEnabled": true,
    "bulkDownloadEnabled": true,
    "bulkUploadEnabled": true,
    "cloneable": false,
    "extendable": true,
    "beta": false,
    "authentication": {
        "type": "oauth2"
    },
    "extended": false,
    "hub": "crm",
    "protocolType": "http",
    "parameters": [],
    "private": false
      },
      "elementId": 168,
      "tags": [
        "Docs"
        ],
      "provisionInteractions": [],
      "valid": true,
      "disabled": false,
      "maxCacheSize": 0,
      "cacheTimeToLive": 0,
      "configuration": {    },
      "eventsEnabled": false,
      "traceLoggingEnabled": false,
      "cachingEnabled": false,
      "externalAuthentication": "none",
      "user": {
          "id": 3306
      }
    }
 }