HubSpot

HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.

Turn your website into a magnet. Create content, optimize it for search engines and share it on social media. Then engage your prospects with landing pages, calls to action, personalized email and a personalized website

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you specify the location from where the data is to be accessed. In this process, you enter the details of the application account, to grant permission for data access.

Specify the following information for HubSpot:

Field	Description
Account Name	A short, descriptive name that helps you re-use this account in future.
Access Information	Your HubSpot ID. Login to your HubSpot account and look at the upper right corner to know your ID.

After logging into HubSpot, your ID is on the upper right corner as shown in the following example:

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.

When HubSpot is the Source application, the following trigger is available:

Trigger Name	Description
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.

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.

When HubSpot is the destination application, the following actions are available:

Action Name	Description
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: Sending out a follow-up email with your promised offer when a contact fills out certain forms with a valid email address. Sending out reminder emails for your upcoming webinar or conference with follow up emails after the event.
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.