Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect HubSpot to Sana to manage your CRM, track your pipeline and keep your sales data up to date. Search and update contacts, companies and deals without leaving Sana.
In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find contacts |
Create contacts |
Update contacts |
Find companies |
Create companies |
Update companies |
Find deals |
Create deals |
Update deals |
Find leads |
Create leads |
Update leads |
Create activities |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about HubSpot. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Get user details |
Search properties |
Get properties |
Search crm objects |
Get crm objects |
Create crm object |
Update crm object |
Create association |
List owners |
List pipelines and stages |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in HubSpot.
Trigger |
Deleted Blog Posts |
New Company Property Change |
New Contact Added to List |
New Contact Property Change |
New Custom Object Property Change |
New Deal In Stage |
New Deal Property Change |
New Email Event |
New Email Subscriptions Timeline |
New Engagement |
New Events |
New Form Submission |
New Message in Thread |
New Note Created |
New or Updated Blog Post |
New or Updated Company |
New or Updated Contact |
New or Updated CRM Object |
New or Updated Custom Object |
New or Updated Deal |
New or Updated Line Item |
New or Updated Product |
New Social Media Message |
New Task Created |
New Thread Created |
New Ticket |
New Ticket Property Change |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
business-intelligence | Access analytics and reporting data in HubSpot |
crm.lists.read | View static and active lists of records |
crm.lists.write | Create and update static and active lists |
crm.objects.companies.read | Read company records and their properties |
crm.objects.companies.write | Create, update, and delete company records |
crm.objects.contacts.read | Read contact records and their properties |
crm.objects.contacts.write | Create, update, and delete contact records |
crm.objects.deals.read | Read deal records, stages, and amounts |
crm.objects.deals.write | Create, update, and delete deals |
crm.objects.quotes.read | Read quote records and details |
crm.objects.quotes.write | Create, update, and delete quotes |
crm.objects.owners.read | Read CRM owner records (users who own objects) |
crm.objects.listings.read | Read custom "listing" CRM objects and their data |
crm.objects.listings.write | Create, update, and delete "listing" CRM objects |
crm.objects.feedback_submissions.read | Read feedback and survey submission records |
crm.schemas.companies.read | View the schema for company objects and properties |
crm.schemas.companies.write | Modify company schema, including custom properties |
crm.schemas.contacts.read | View the schema for contact objects and properties |
crm.schemas.contacts.write | Modify contact schema, including custom properties |
crm.schemas.deals.read | View the schema for deal objects and properties |
crm.schemas.deals.write | Modify deal schema, including custom properties |
crm.schemas.quotes.read | View the schema for quote objects and properties |
crm.schemas.listings.read | View the schema for listing objects and properties |
crm.schemas.listings.write | Modify listing schema, including custom properties |
crm.import | Import data into HubSpot CRM in bulk |
files | Access and manage files stored in HubSpot file manager |
forms | Access and manage HubSpot forms and submissions |
forms-uploaded-files | Access files uploaded through HubSpot forms |
oauth | Authenticate using OAuth and manage access tokens |
timeline | Create and manage custom timeline events on records |
integration-sync | Configure and manage data sync between HubSpot and external systems |
conversations.read | Read conversations such as inbox threads and messages |
conversations.write | Create and update conversations and messages |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find HubSpot in the list of available connectors
Scroll to the Available connectors section and locate HubSpot.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the HubSpot card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to HubSpot and approve the requested scopes
You'll be redirected to HubSpot to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your HubSpot account. Click Continue to complete the setup and start using the connector.
Known limitations
Activities: The connector can detect and count activities on a record but cannot read their content (e.g. it can tell you a note exists, but not read the note). It can create activities such as notes, but cannot update existing ones.