HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.
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While configuring the Source or Destination of a Template or Transaction, you need to create an account to configure your application connect HubSpot with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.
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Field Name | Description |
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Account Name | A short, descriptive name that helps you re-use this account in future. |
HubSpot Hub Id | Login to your HubSpot account and look at the upper right corner to know your ID.
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Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
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Trigger Name | Description |
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New Contact | Triggers when you add or modify a contact. Every person who interacts with your business is a contact. See http://knowledge.hubspot.com/contacts-user-guide/quick-tour-of-contacts-contact-properties-and-lists |
| New Contact in List | Triggers when you import a contact in your contact list. See http://knowledge.hubspot.com/getting-started-with-hubspot/how-to-import-a-list-of-leads-into-your-account |
| New Company | Triggers when you add or modify a company. |
| New COS Blog Post | Triggers when you add or modify a blog post. |
| New COS Blog Page | Triggers when you add or modify a template blog page. |
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Action Name | Description |
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Create Contact | Creates a contact. Every person who interacts with your business is a contact. See http://knowledge.hubspot.com/contacts-user-guide/quick-tour-of-contacts-contact-properties-and-lists. |
| Update Contact | Updates the information for a contact. |
| Delete Contact | Deletes a contact. |
| Create Contact List | Creates a contact list with multiple properties. For example, you might want to create a contact list of only your suppliers, and another list of your customers. See http://knowledge.hubspot.com/contacts-user-guide/how-to-segment-your-contacts-to-create-email-lists When you create a dynamic contact list, contacts (who satisfy all properties of this dynamic list) will also be automatically added to the list. |
| Update Contact List | Updates a contact list. |
| Delete Contact List | Deletes a contact list. Contacts are not deleted. Contacts are removed from the list before the list is deleted. |
| Add Contact To List | Adds a contact to a list. A contact can be added to multiple lists by sending the same contact with a different list name. |
| Remove Contact From List | Removes a contact from a list. If a contact is part of a workflow, the actions associated with the contact will not be performed. |
| Enroll Contact Into Workflow | Enrolls a contact into a workflow. A workflow is an automated set of marketing actions that execute, based upon a starting condition. Some examples of workflow actions include:
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| Withdraw Contact From Workflow | Deletes a contact from a workflow. |
| Create COS Blog Post | Creates a COS blog post. |
| Update COS Blog Post | Updates a COS blog post. |
| Delete COS Blog Post | Deletes a COS blog post. |
| Create Company | Creates a company. |
| Update Company | Updates the information for a company. |
| Delete Company | Deletes a company. If a contact is a part of a company, the contact is not deleted. The company is deleted and will not be available for that contact anymore. |
| Create Broadcast Message | Creates a broadcast message such as for posting on Facebook or Twitter. The message can be posted immediately or at a specified time in the future. |
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