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HubSpot

HubSpot is a comprehensive inbound marketing, sales, and service software that helps companies attract visitors, convert leads, and close customers. HubSpot is widely recognized for its user-friendly interface and its ability to provide a full funnel analysis from customer attraction to retention.

Key features of HubSpot:

  1. Content Management System (CMS): A powerful and easy-to-use CMS for website creation and management.
  2. Social Media Marketing: Tools for scheduling, publishing, and analyzing social media content.
  3. Web Analytics: In-depth analytics to track website performance and user behavior.
  4. Landing Pages: Drag-and-drop editor for creating and testing landing pages that convert.
  5. Customer Support: Integrated help desk and customer service tools to manage and resolve customer issues.
  6. CRM: A full-featured Customer Relationship Management system for tracking and nurturing customer relationships.
  7. Email Marketing: Tools for creating, sending, and analyzing email campaigns.
  8. SEO Tools: Search Engine Optimization features to improve visibility and ranking.
  9. Marketing Automation: Automation tools to streamline marketing tasks and workflows.
  10. Reporting and Dashboards: Customizable reports and dashboards to monitor key performance indicators.

Action:

Create a contact: Create a contact on user's account.

Connect with HubSpot:

INFO

You need two different HubSpot accounts to be able to establish a connection – a regular account and a developer account!

  1. Log in to your HubSpot developer account.

  2. Click the Manage apps button and then click the Create app button. HubSpot_01.jpg

  3. Fill in the Public app name field. HubSpot_03.jpg

  4. Navigate to the Auth tab. HubSpot_04.jpg

  5. Go to Mation and navigate to My Apps and Add a new connection choosing HubSpot from the list. HubSpot_05.jpg

  6. Copy the OAuth Redirect URL. HubSpot_06.jpg

  7. Go back to HubSpot, click the Add Redirect URL button and paste the OAuth Redirect URL into the Redirect URL(s) field. HubSpot_07.jpg

  8. Click the Save changes button at the bottom of the page.

  9. Go to the Find a scope search bar. Select the scopes you want to use with Mation.

    NOTE

    Select at least crm.objects.contacts.read and crm.objects.contacts.write to make the connection work.

    HubSpot_08.jpg

  10. Click the Save changes button.

  11. Copy the Client ID and Client Secret values.

  12. Paste the Client ID value and the Client Secretvalue into the respective fields on Mation. HubSpot_09.jpg

    WARNING

    Do not click the Submit button yet.

  13. Go back to HubSpot and sign out of your developer account.

  14. Log in to your other regular account on HubSpot.

  15. Now click the Submit button on Mation. HubSpot_09.jpg

  16. A pop-up window appears. Select your account clicking the radio button and then click the Choose account button. HubSpot_10.jpg

  17. Click the Connect App button. HubSpot_11.jpg

  18. Your HubSpot connection is now established. HubSpot_12.jpg

  19. Start using your new HubSpot connection with Mation.