About
Docs

Hubspot

Overview

This manual is divided into several sections, each focusing on a specific aspect of the HubSpot-Kognitos integration.

Introduction

The integration of HubSpot with Kognitos offers a powerful and intuitive way to interact with HubSpot data and functionalities. This integration enables users to perform a wide range of operations on HubSpot objects, including querying contacts, deals, companies, and line items, all through the use of Kognitos’ natural language processing capabilities. This section provides an overview of the HubSpot-Kognitos integration and outlines the prerequisites for using HubSpot on Kognitos.

Prerequisites for Using Kognitos with HubSpot

Before you can start using Kognitos to interact with HubSpot, there are several prerequisites that need to be met:

  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 the access token.
  4. Basic Understanding of HubSpot Objects: While Kognitos simplifies interactions, having a basic understanding of HubSpot objects (e.g., Contacts, Deals, Companies, Line Items) and their relationships will help you automate more effectively with Kognitos.

Once these prerequisites are met, you are ready to start leveraging the power of Kognitos to enhance your HubSpot experience, making it more accessible, efficient, and customizable.

Learning the XX book (Integration)

To interact with HubSpot using Kognitos, establishing a secure connection to your HubSpot instance is the first critical step. This section outlines the credentials required for this connection and provides a detailed, step-by-step guide to integrate successfully.

Required Credentials

To connect to HubSpot, 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.

Step by Step Process

  1. Gather Credentials: Ensure you have all the required credentials

  2. Navigate to the Department tab of Kognitos and search for the HubSpot

  3. Click on + Book button on the right of the card

  4. 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.

Successful integration: Once the book has been learnt successfully, you are ready to perform various operations on HubSpot.


Working with HubSpot Objects

Interacting with HubSpot objects is a core functionality when integrating HubSpot with Kognitos. This section covers how to fetch data from HubSpot objects such as contacts, deals, companies, and line items.

Fetching Data from HubSpot

Retrieving HubSpot's Contacts

To fetch contacts from HubSpot, use the following command:

connect to hubspot where
    the hubspot token is "example-token-123"
get hubspot's contacts

Retrieving HubSpot's Deals

To fetch deals from HubSpot, use the following command:

connect to hubspot where
    the hubspot token is "example-token-123"
get hubspot's deals as a csv

Retrieving HubSpot's Companies

To fetch companies from HubSpot, use the following command:

connect to hubspot where
    the hubspot token is "example-token-123"
get hubspot's companies as a csv

Retrieving HubSpot's Line Items

To fetch line items from HubSpot, use the following command:

connect to hubspot where
    the hubspot token is "example-token-123"
get hubspot's line items as a csv

By following these guidelines, you can effectively manage HubSpot objects in Kognitos, from fetching contacts and deals to retrieving companies and line items as needed.

Glossary of Terms

  • API (Application Programming Interface): A set of rules and protocols for building and interacting with software applications. HubSpot API allows external services like Kognitos to communicate with HubSpot to retrieve or modify data.
  • CRM (Customer Relationship Management): A technology for managing all your company's relationships and interactions with customers and potential customers. HubSpot is a leading CRM platform.
  • HubSpot Object: A database table in HubSpot. Common standard objects include Contacts, Deals, Companies, and Line Items. Users can also create custom objects to store specific business data.
  • HubSpot Record: A single data entry within a HubSpot object. For example, a contact record in the Contacts object.

By leveraging the HubSpot-Kognitos integration, you can streamline your CRM processes, making data management more efficient and accessible through natural language commands.

Updated 8 days ago