How to configure Hubspot and ONEiO for successful integration

Introduction

This document shows an example of what needs to be done in Hubspot to make it integration-ready with ONEiO. Note also, that the number of fields used in integrations might vary. The document also describes what ONEiO needs to be able to send messages to the Hubspot instance.

Currently, Rule Robot helps self-service integration for

• Contacts

Additionally, ONEiO application can provide support for:

• Tickets

• Attachments

• Notes

In case you have questions related to setting up the integration, send an email to support@oneio.cloud.

You can sign up for a free trial of ONEiO from the following link: ONEiO Free Trial

Overview

This article gives an overview of the required steps to integrate ONEiO and HubSpot. In this guide, we cover the following steps required for bi-directional communication between ONEiO and HubSpot.

1. General settings for Hubspot Endpoint Type on ONEiO
2. Manage Attachments in HubSpot
3. Access Token and Rule Robot Integration

Sending messages from ONEiO to HubSpot

ONEiO accesses Hubspot by REST API and works with a polling mechanism.

General settings for Hubspot Endpoint Type on ONEiO

Note: The base URL for Hubspot is always "https://api.hubapi.com"

Manage Attachments in HubSpot

File Folder to Attachment: Source folder for attachments on Hubspot.

On Hubspot attachments can be added in 2 ways:

1. Upload new → Automatically set file restricted with private access. It is not possible to edit access after the file is uploaded.
2. Choose existing → Access can be set for public access, which makes it accessible via Hubspot APIs. To make a file accessible via APIs and send through ONEiO integration, firstly a folder should be created then the file should be uploaded into this folder.

Access Token and Rule Robot Integration

To be able to interact with Hubspot ONEiO needs to use an access token. As per the current recommendation, the same can be generated after creating a private app with sufficient scope permissions. Once you have the token simply insert it into the corresponding field of a ONEiO endpoint

After completing settings on Hubspot and ONEiO, you can use ONEiO Rule Robot to integrate Hubspot with set on Endpoint Types on ONEiO.