Hubspot

Overview

The HubSpot Book integrates with HubSpot, allowing you to seamlessly manage contacts, deals, and other CRM data within your automations.

Prerequisites

1. HubSpot Account: You need to have an active HubSpot account. If you do not have one, you can sign up for a HubSpot trial account to get started.

2. API Access: Ensure that your HubSpot account has API access enabled. API access is required for Kognitos to communicate with HubSpot.

3. Access Token: Obtain your HubSpot access token, which is used to securely access HubSpot via the API. You can generate this token in your HubSpot account settings under "Integrations" > "API Key". You may need to contact your company’s IT support for access tokens.

Required Credentials

To learn the HubSpot Book, you will need the following credentials:

1. HubSpot Access Token: The access token for your HubSpot account. This token is used to authenticate API requests and can be generated in your HubSpot account settings.

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Learning the Hubspot Book

1. Navigate to Books and search for HubSpot.

   
2. Click on + Book.

3. Add in the credentials when you are prompted:

   

Note: In case you see Test and Production credentials separately you can add both. If you don't have two sets of credentials you can use the same credentials in both.

Once the book has been learned, you are ready to perform various operations on HubSpot.