HubSpot

Connect a HubSpot account to create and manage CRM records and react to changes in your CRM. metamorphOS reads and writes contacts, deals and companies, logs notes, searches records, and HubSpot notifies metamorphOS whenever a contact property changes.

What you can do

• Contacts: create, update, and look up contacts, and search for contacts by their properties.
• Deals: create, update, and look up deals, and search for deals by their properties.
• Companies: create and look up companies.
• Notes: log a note against a record, such as a contact or a deal.
• Contact-change events: trigger a process automatically when a contact property changes.

Before you start

You need a HubSpot account to install the app into, and a HubSpot developer account (this is separate from a regular HubSpot account) with permission to create an app.

Set up HubSpot

1. Create an app. In your HubSpot developer account, go to Apps -> Create app, give it a name (for example, metamorphOS), and create it. On the app’s Auth tab, note the Client ID and Client secret; you will need both to connect, and the client secret is also used to verify inbound events.
2. Set the redirect URL. Still on the Auth tab, under Redirect URLs, add the callback URL that metamorphOS shows for this connector. HubSpot only redirects back to URLs registered here, so it must match exactly.
3. Grant permissions. On the Auth tab, add read and write access to Contacts, Deals, and Companies, then save. (Notes are covered by the contacts write access.)

Connect in metamorphOS

Activate the HubSpot connector from the marketplace and add an account. Enter the app’s Client ID and Client secret, then start the connect flow: metamorphOS sends you to HubSpot, where you pick the account to install into and approve the requested access. HubSpot returns you to metamorphOS and the account is connected.

Receive contact-change events

To trigger a process when a contact property changes, set up a webhook in your HubSpot app:

1. On the app’s Webhooks tab, set the Target URL to the address metamorphOS provides for this connector.
2. Create a subscription for contact property change. You can narrow it to specific contact properties if you only care about some.
3. Activate the subscription so HubSpot begins delivering events.

HubSpot signs each delivery with your app’s client secret, and metamorphOS verifies it before processing, rejecting any delivery that fails. Because the signing key is the same client secret you entered when connecting, there is no separate signing secret to set. If you rotate the client secret in HubSpot, update it on the connected account too.

Good to know

• Coverage is focused on contacts, deals, companies, and notes. Other CRM record types (such as tickets, products, and custom objects) and the marketing, email, and file features are not included.
• The only inbound event is a contact property change; other HubSpot event types are not delivered.
• Contact, deal, and company records carry a free-form set of properties that depends on how each HubSpot account is configured, so the exact properties available can vary between accounts.