HubSpot CRM Events

Cloud Elements supports events via polling or webhooks depending on the API provider. For more information about our Events framework, see Events Overview.

Supported Events and Resources

Cloud Elements supports both webhooks and polling events for HubSpot CRM.

You can set up events for the following resources:

  • Accounts
  • Contacts
  • Other objects that include created, updated, and deleted data.
Note: Even if you enable events to be polled for just one object, Hubspot sends event notifications for all objects. For example, Hubspot creates an account whenever a contact is created. This is why you always get more than one event for an action on a contact.

Configure Polling Through the UI

Note: Unless configured for a specific time zone, polling occurs in UTC.

To configure polling through the UI, follow the same steps to authenticate an element instance, and then turn on events. Select the resources to poll, and then click Create Instance. For more information, see Authenticate an Element Instance with Events (UI) or the element-specific authentication topic.

Configure Polling Through API

To add polling when authenticating through the /instances API call, add the following to the configuration object in the JSON body. For more information about each parameter described here, see Parameters.

{
"event.notification.enabled": true,
"event.vendor.type": "polling",
"event.notification.callback.url": "<INSERT_YOUR_APPS_CALLBACK_URL>",
"event.notification.signature.key": "<INSERT_KEY>",
"event.objects": "<COMMA_SEPARATED_LIST>",
"event.poller.refresh_interval": "<TIME_IN_MINUTES>"
}
Note: event.notification.signature.key is optional.

Example JSON with Polling

instance JSON with polling events enabled:

{
  "element": {
    "key": "hubspotcrm"
  },
  "providerData": {
    "code": "<AUTHORIZATION_GRANT_CODE>"
  },
  "configuration": {
    "authentication.type": "oauth2 OR apiKey",
    "oauth.callback.url": "<OAUTH2_ONLY_CALLBACK_URL>",
    "oauth.api.key": "<OAUTH2_ONLY_CONSUMER_KEY>",
    "oauth.api.secret": "<OAUTH2_ONLY_CONSUMER_SECRET>",
    "hubspot.authorization.apikey":"<API_KEY_ONLY_HAPIKEY>",
    "create.bulk.properties": "false",
    "filter.response.nulls": true,
    "event.notification.enabled": true,
    "event.vendor.type": "polling",
    "event.notification.callback.url": "https://mycoolapp.com",
    "event.notification.signature.key": "12345",
    "event.poller.refresh_interval": "5",
    "event.poller.configuration":{
      "accounts":{
        "url":"/hubs/crm/contacts?where=lastmodifieddate='${date}'",
        "idField":"vid",
        "filterByUpdatedDate":true,
        "datesConfiguration":{
          "updatedDateField":"properties.lastmodifieddate",
          "updatedDateFormat":"milliseconds",
          "createdDateField":"properties.createdate",
          "createdDateFormat":"milliseconds",
          "createdCheckTolerance": 10
        }
      }
    }
  },
  "tags": [
    "<Add_Your_Tag>"
  ],
  "name": "<INSTANCE_NAME>"
}

Webhooks

You can configure webhooks through the UI or through API in the JSON body of the /instances API call. First, you must set up webhooks in HubSpot.

Set Up Webhooks

Follow these steps to set up your Hubspot application with the endpoint.

  1. Via a web browser, log in to your Hubspot developer account at https://app.hubspot.com/signup/developers.
  2. In the developer app dashboard, select the app that you'd like to send webhooks for.
  3. Select Webhook Subscriptions from the navigation items displayed on the left.

    The Webhooks page appears, where you see a field to enter the target URL.
  4. In order to get this URL, create an instance on HubSpot Marketing element.
  5. While creating an instance, enable Events under Events Configuration and select Webhook as the Vendor Event Type.
  6. Click Create Instance.
  7. Choose an account through which you'd like to create an instance.
  8. You're now taken back to Cloud Elements. Select Instances on the navigation pane on your left and edit your instance.
  9. You will see a field named Webhook URL as shown below.

    You can now copy the URL, complete step 4 and click Save.
  10. Next, you'll need to set up individual subscriptions for each object and event type for which you'd like to receive a notification. Do this by clicking Create Subscription.
  11. Now, follow the prompts to configure the subscription.

Set up Workflow Webhooks

Follow these steps to set up your Hubspot application with the endpoint.

  1. To create a workflow webhook, go to https://app.hubspot.com/ and select the account through which you'd like to create an instance with Cloud Elements.
  2. On the HubSpot Reports Dashboard, navigate to Automation > Workflows and click Create Workflow.
  3. Set enrollment triggers and add an action. Make sure that workflow is on in the top-right corner.


  4. Once you've created a workflow, you should be be to see the workflow ID in the URL.

    In the above example, 3024516 is the workflow ID.
  5. Create an instance and enter this workflow ID in the corresponding field. 

Your workflow webhook is now created.

Configure Webhooks Through the UI

To configure webhooks through the UI, follow the same steps to authenticate an element instance, and then turn on events. For more information, see Authenticate an Element Instance with Events (UI) or the element-specific authentication topic.

Configure Webhooks Through API

To add webhooks when authenticating through the /instances API call, add the following to the configuration object in the JSON body. For more information about each parameter described here, see Parameters.

{
"event.notification.enabled": true,
"event.vendor.type": "polling",
"event.notification.callback.url": "<INSERT_YOUR_APPS_CALLBACK_URL>",
"event.notification.signature.key": "<INSERT_KEY>",
"event.objects": "<COMMA_SEPARATED_LIST>"
}
Note: event.notification.signature.key is optional.

Example JSON with Webhooks

Instance JSON with webhooks events enabled:

{
  "element": {
    "key": "hubspotcrm"
  },
  "providerData": {
    "code": "<AUTHORIZATION_GRANT_CODE>"
  },
  "configuration": {
    "authentication.type": "oauth2 OR apiKey",
    "oauth.callback.url": "<OAUTH2_ONLY_CALLBACK_URL>",
    "oauth.api.key": "<OAUTH2_ONLY_CONSUMER_KEY>",
    "oauth.api.secret": "<OAUTH2_ONLY_CONSUMER_SECRET>",
    "hubspot.authorization.apikey":"<API_KEY_ONLY_HAPIKEY>",
    "create.bulk.properties": "false",
    "filter.response.nulls": true,
    "event.notification.enabled": true,
    "event.vendor.type": "webhooks",
    "event.notification.callback.url": "https://mycoolapp.com",
    "event.notification.signature.key": "12345",
    "event.objects": "Contact,Account"
  },
  "tags": [
    "<Add_Your_Tag>"
  ],
  "name": "<INSTANCE_NAME>"
}

Parameters

API parameters are in code formatting.

ParameterDescriptionData Type
keyThe element key.
hubspotcrm
string
codeThe authorization grant code returned from the API provider in an OAuth2 authentication workflow.string
Name
name
The name for the element instance created during authentication.string
authentication.typeIdentifies how you are authenticating with HubSpot CRM. Either oauth2 or apiKey.string
Create Bulk Properties for Migration
create.bulk.properties
Identifies if you want to create custom properties in Hubspot for bulk uploads.string, must be true (Yes) or false (No)
oauth.callback.urlOAuth 2.0 authentication only. The URL where you want to redirect users after they grant access. This is the Callback URL that you noted in API Provider Setup.string
oauth.api.keyOAuth 2.0 authentication only. The Client ID from HubSpot CRM. This is the Client ID that you noted in API Provider Setup.string
oauth.api.secretOAuth 2.0 authentication only. The Client Secret from HubSpot CRM. This is the Client Secret that you noted in API Provider Setup.string
Hubspot API Key
hubspot.authorization.apikey
API Key authentication only. The Hubspot API key that you noted in API Provider Setup.string
Events Enabled
event.notification.enabled
Optional. Identifies that events are enabled for the element instance.
Default: false
boolean
Event Type
event.vendor.type
Optional. Identifies the type of events enabled for the instance, either webhook or polling.string
Event Notification Callback URL
event.notification.callback.url
For webhooks and polling.
The URL where your app can receive events.
string
Callback Notification Signature Key
event.notification.signature.key
For webhooks and polling.
Optional
A user-defined key for added security to show that events have not been tampered with. This can be any custom value that you want passed to the callback handler listening at the provided Event Notification Callback URL.
string
Objects to Monitor for Changes
event.objects
For webhooks and polling.
Optional
Comma separated list of objects to monitor for changes.
string
Event poller refresh interval (mins)
event.poller.refresh_interval
For polling only.
A number in minutes to identify how often the poller should check for changes.
number
Configure Polling
event.poller.configuration
Optional*. Configuration parameters for polling.JSON object
resource name
e.g., contact, account, etc.
The configuration of an individual resource.JSON object
URL
url
The url to query for updates.String
ID Field
idField
The field that is used to uniquely identify an object.String
Advanced Filtering
datesConfiguration
Configuration parameters for dates in pollingJSON Object
Updated Date Field
updatedDateField
The field that identifies an updated object.String
Updated Date Format
updatedDateFormat
The date format of the field that identifies an updated object.String
Created Date Field
createdDateField
The field that identifies a created object.String
Created Date Format
createdDateFormat
The date format of the field that identifies a created object.String
tagsOptional. User-defined tags to further identify the instance.string