• Instructions to Ask a Question

    Click on the "Ask a Question" button and select the application for which you would like to ask questions.

    We have 5 different products namely - Pabbly Connect, Pabbly Subscription Billing, Pabbly Email Marketing, Pabbly Form Builder, Pabbly Email Verification.

    The turnaround time is 24 hrs (Business Hours - 10.00 AM to 6.00 PM IST, Except Saturday and Sunday). So your kind patience will be highly appreciated!

    🚀🚀Exclusive Discount Offer

    Just in case you're looking for any ongoing offers on Pabbly, you can check the one-time offers listed below. You just need to pay once and use the application forever -
     

    🔥 Pabbly Connect One Time Plan for $249 (🏆Lifetime Access) -  View offer 

    🔥 Pabbly Subscription Billing One Time Plan for $249 (🏆Lifetime Access) - View offer

  • Important: Any reported problems and issues with your integration will be reported to you and we will encourage the app developers help to resolve those integration issues.

How we built Hubspot CRM (Oauth2.0 based Integration)

App Name - Hubspot CRM
API Docs
- https://developers.hubspot.com/docs/api

Authentication Method - Oauth2.0

You can follow these steps to build the app integration with a similar Oauth2.0-type.


1. App Details and Auth Configuration.

1663652000358.png


👉 We followed the Hubspot API docs for selecting the Auth type as Oauth2.0


1663652386251.png



1663652419127.png


2. Configure Triggers

Trigger - Company Updated (Polling method)
In this type of integration, you need to configure Get API similar to Post webhook trigger integration to fetch new data in a specific interval.

1663660025503.png


  • In the above screenshot, we have used the inbuilt action that will list out company properties.
  • After that, we set the parameter as "Properties" to add a multi-select dynamic dropdown.
  • Set the Request Body JSON.
  • Save and Send the test request and fetch the response.

Simplify Array Response allows you to choose an array key from the above step and simplify array response in the key-value pair.

1663662389318.png



The New Record Order Setting section as shown below allow you to tell Pabbly Connect about how it can recognize the fetched record is new.
Unique Record ID: Choose a unique record ID from the received response of the above step that uniquely identifies the new record.
Sorting Order: Since the fetched records may be single or a bunch so, it is important to identify the record as new it may be based on any specific field of the new data like date value. Based on its value, the system compares the old data with this one and process it for triggering if it finds any difference.
In case, there is no such field value present in the response, you can opt for By Position and locate the new record's presence either at the top or at the bottom of the bunch of JSON responses.

1663662437239.png


Trigger Frontend View:

1663662768031.png


3. Configure Action

Action - Search a Deal

Action Event API Configuration with JSON Request Body Type -
  • HTTP request method - POST
  • API Endpoint URL - https://api.hubapi.com/crm/v3/objects/deals/search
  • Request Body Type - Specify a request body type to request this action event. By default, it is JSON.
  • Wrap in Array - Specify if your request raw JSON needs to be wrapped in an array or not.
  • Set Body/Query Parameters - Set parameters if this action event requires to pass the query/URL parameters or map in request raw JSON e.g. Property name.
  • Request Body (Raw JSON) - Select this if this action event requires to pass the raw JSON data. If used in endpoints then, all variables in it defined under Set parameters option should have the required option opted. (Some API accepts blank values for JSON keys).

1663667828527.png



👉 propertyName parameter is set as a Dynamic dropdown field.


1664427621933.png


Note: To configure the field details click on the gear button respective to the specific parameter.


👉Now, select the available inbuilt action events from the dropdown field as shown below:


1664427662359.png


4. Inbuilt Action

It is required to generate dropdown field values in the action event, you need to make use of the Inbuilt Action step just above the Action Event API Configuration section by clicking the plus (+) button.

image (3) (1).png




Action Frontend View:

1663670623121.png



👉 For more details follow this guide for creating new actions and triggers in your apps - https://forum.pabbly.com/forums/pabbly-connect-app-integration-guide/

👉 Refer to the below video for creating your app with a similar auth type :

 

Attachments

  • 1663669411666.png
    1663669411666.png
    26.3 KB · Views: 133
  • 1663669974268.png
    1663669974268.png
    109.1 KB · Views: 179
Top