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
While configuring the Source or Destination of a Template or Transaction, you need to create an account to configure your application with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.
Click to add an account.
Specify the following information for HubSpot:
Field Name
Description
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.
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
Following triggers are available for HubSpot at Source.
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) of a Template, you need to choose an action.
Following actions are available for HubSpot at Destination.
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.
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.