How to Create a Private App in HubSpot and Connect to the HubSpot API with Power Automate
Summary
TLDRこのビデオシリーズでは、HubSpotとPower Automateの統合について詳しく説明します。HubSpotは、多くのマーケティングやセールス組織で使用される、マーケティング、セールス、カスタマーサービスを統合するツールです。本シリーズでは、異なるアプリケーション間での効率的なデータの移動や更新を可能にするPower Automateを使用して、HubSpotとの連携方法を探求します。最初のステップとして、HubSpot内でプライベートアプリを作成し、APIを安全に利用する方法を紹介し、HubSpotのAPIドキュメントの優れた点を強調します。このビデオは、HubSpotとPower Automateを利用して、効果的な統合ソリューションを実現するための基礎を築くことを目指しています。
Takeaways
- 👥 This video will demonstrate the integration between Hubspot and Microsoft Power Automate
- 📹 Creator recommends getting a Power Automate premium license to fully leverage Hubspot's API capabilities
- 🔑 Creating a private app in Hubspot provides secure access to their API for data access
- 📋 The private app setup involves naming, describing, and setting data access scopes
- 🔑 The private app provides an access token for authentication when accessing the API
- 📚 Hubspot has detailed API documentation to understand capabilities for accessing and manipulating data
- 🔍 The endpoints in the docs allow testing API calls to validate access
- 📞 The video will cover checking if a contact exists, then creating or updating accordingly
- 😀 The presenter aims to help users integrate their systems utilizing Power Automate
- 💡 This is the first video in a multi-part series exploring Hubspot and Power Automate integration
Q & A
HubSpotとは何ですか?
-HubSpotはマーケティング、セールス、カスタマーサービスを一元管理するための統合ツールです。多くの組織が使用しています。
Power Automateとは何ですか?
-Power Automateは、情報をHubSpotからプッシュしたり、HubSpotから情報を引き出したり、HubSpot内の情報を更新するための統合ツールです。
Power Automateのプレミアムライセンスが必要な理由は何ですか?
-HubSpotのAPIにアクセスするためには、Power Automateのプレミアムライセンスが必要です。
プライベートアプリをHubSpot内で作成する目的は何ですか?
-プライベートアプリを作成する目的は、HubSpotのAPIに安全に接続することです。
HubSpot APIのドキュメントの評価はどうですか?
-HubSpot APIのドキュメントは非常に良好で、APIの使用方法を文書化する上で最も優れたものの一つとされています。
プライベートアプリで設定できるスコープとは何ですか?
-スコープはプライベートアプリがHubSpotデータにアクセスできる範囲を定義します。狭い範囲から広い範囲まで設定することができます。
HubSpotでプライベートアプリを作成する際に必要な手順は何ですか?
-設定アイコンから「インテグレーション」セクションに進み、「プライベートアプリ」を選択して、新しいアプリを作成します。アプリに名前をつけ、スコープを設定し、アプリを作成します。
アクセストークンはなぜ重要ですか?
-アクセストークンはAPIへの認証に使用され、安全に保つ必要があります。
HubSpotのAPIを使って何ができますか?
-HubSpotのAPIを使用して、連絡先の作成、更新、削除など、HubSpotデータベース内の情報を操作することができます。
次のビデオシリーズでカバーされる主な内容は何ですか?
-次のビデオシリーズでは、Power Automateを使用してHubSpotで連絡先が既に存在するかどうかを確認し、存在しない場合は新しい連絡先を作成する方法に焦点を当てます。
Outlines
🚀プライベートアプリの作成
<paragraph1>について、ハブスポットの設定に焦点を当てた内容でした。 まず、ハブスポットのインスタンスにサインインし、設定アイコンをクリックして、インテグレーション>プライベートアプリに移動します。ここで、YouTubeの例を使って新しいプライベートアプリを作成しました。 次に、スコープセクションで、このアプリがアクセスできるデータの種類を設定します。CRMセクションを開いて、コンタクト、取引、会社などのオブジェクトへのアクセスを許可しました。 アプリを作成すると、APIトークンが発行されます。これはAPIに接続するための認証情報です。トークンは通常共有しないものの、デモのためにここでは画面上で表示しました。 最後に、作成したプライベートアプリを確認するために、すべてのプライベートアプリページに移動しました。
📝APIドキュメントの紹介
<paragraph2>について、ハブスポットAPIドキュメントの概要について説明がありました。 endpointセクションがAPIの使用方法を理解するのに役立つことを紹介しました。エンドポイントを使用して、コンタクトなどのオブジェクトでさまざまな操作(作成、読み取り、更新など)を実行できます。 次のビデオで力を入れることとして、コンタクトが既に存在するかどうかをチェックし、存在しない場合は新しいコンタクトを作成する例を示しました。つまり、APIを2つの方法(検索と作成)で使用することになります。
🎬まとめと次回予告
<paragraph3>については、ハブスポットでのプライベートアプリの作成に焦点を当てたまとめでした。 ビデオシリーズのPart1として、プライベートアプリの作成が完了し、次のステップの準備が整ったことを伝えています。スコープを設定することが主な作業で、これでAPIアクセスが可能になりました。 次のビデオでは、実際にパワーオートメートを使用して、ハブスポットとの統合に取り組みます。
Mindmap
Keywords
💡HubSpot
💡Power Automate
💡プライベートアプリ
💡API
💡スコープ
💡アクセストークン
💡CRM
💡ドキュメント
💡統合
💡エンドポイント
Highlights
HubSpot is a marketing, sales and customer service integration tool used by many organizations
We'll explore the integration between Microsoft platforms and HubSpot using Power Automate
We'll push and pull data between HubSpot and other systems using Power Automate
To connect HubSpot and Power Automate, you need a Power Automate premium license
We'll create a private HubSpot app to securely connect to the HubSpot API
The app Scopes control what HubSpot data the private app can access
The access token authenticates access to the HubSpot API
We'll focus on the CRM data in HubSpot like contacts and deals
The HubSpot API documentation helps understand how to connect
We'll use the API to check if a contact exists, then create or update it
Part 1 focuses on setting up HubSpot, creating the private app
Like and subscribe for more content from Pragmatic Works!
The access token authenticates API access, don't share it publicly
The endpoints in the docs let you test the API calls
Thanks for watching, look for part 2 integrating HubSpot and Power Automate
Transcripts
well hello my name is Devon Knight
welcome to a new series of videos that
I'm going to be doing on integration
between HubSpot and power automate now
HubSpot may be a new application or a
new tool for many of you uh this is uh
HubSpot is not a Microsoft application
it is a commonly used one by many
marketing and sales organizations
however um but HubSpot essentially is a
marketing sales and customer service
integration tool that a lot of
organizations use and the reason why we
want to explore how HubSpot and power
automate work together is because often
times many organizations don't just use
Microsoft or don't just use HubSpot or
they don't just use one application
alone they have many different ones that
they're working with and so it's
interesting to explore the integration
that you can have between Microsoft's
platforms with a tool like HubSpot now
the way that we're going to be doing
that again today is going to be through
Power automate power automate is going
to be our integration tool that allows
us to push information into HubSpot or
pull information out of HubSpot or even
update information with inside of
hubspot's database and uh so if you're a
customer of HubSpot this might be a
great way to be able to see how you can
push and pull data from hubspot's
database to other systems that you might
have now we're again going to be
leveraging this tool known as power
automate if you are a frequent visitor
of our Channel you are likely familiar
with power automate however I want to
put a big disclaimer on this video since
we at the beginning of it here that to
be able to do some of the things I'm
going to be showing you today with power
automate you do need a power automate
premium license I'm not going to dig
deep into Power automate licensing for
this video that's not the purpose of
this but I do want you to have that
knowledge because whenever we go to
actually start to work with power
automate that's going to be one of the
requirements that you have a power
automate premium license to be able to
tap into hubspot's API so that's our
main focus for this video series for
today today's video however we're going
to be really focusing in on just the
HubSpot side of things uh we'll have
some subsequential videos that will come
out later well we'll start to tap a
little bit more into the power automate
integration but we got to start
somewhere and the place that we're going
to start is really within HubSpot and in
this video what we're going to be doing
is exploring how to create a private app
with inside of HubSpot the purpose of
that is to allow you to tap into
hubspot's API in a secure way and then
the other thing that we're going to be
looking at is is the HubSpot API
documentation we'll be looking at that
very briefly but we'll explore some of
the things that we can do within the API
now the good news is I'll let you know
this in advance the HubSpot API
documentation is actually rather good
it's some of the better API
documentation I've seen uh I've seen
quite a quite a few different places and
hubs spots is probably one of the best
ones I've seen as far as how they
document their API usage so that's good
that's going to help us quite a bit
because that documentation is something
something that we will need and have to
have handy whenever we're working on the
power automate side all right so here's
what we're going to do I'm going to go
ahead and close this one little simple
slide I have open here and we're going
to begin to look at Power Auto sorry
HubSpot HubSpot that's what we're
focusing on first so I'm going to
actually launch open and bring over on
the screen my HubSpot instance now
you're not really going to see uh I'm
not going to log in or create a HubSpot
instance here with you today I am using
the pragmatic works one so I am being
careful of what I show on the screen as
we go through this right now you're just
seeing my information but assuming you
already have a HubSpot instance that you
work with you would sign into it and
then the first thing that you're going
to need to do to be able to create a
private app is you're going to go up to
the top right hand corner and click on
the little gear icon the settings icon
that you see right here so by going to
the settings icon that will take you to
the exact screen that I'm looking at
right now once you navigate over to the
settings with inside of HubSpot you're
then going to want to go over to the
left navigation and with inside of the
Integrations section you'll find the
Integrations section over here you're
going to expand that and then we're
going to go to the private apps section
so the private apps is where you can
actually create your own app which will
securely allow you to connect to the
HubSpot API and that's what we'd like to
do today so if you're following along
you're going to go underneath
Integrations and then select private app
or private
apps now you'll see I have a couple that
are already created here in fact you'll
notice here that I use this application
uh the private app capability and this
feature with inside a HubSpot very
frequently you you'll notice I'm already
making 37,000 API calls a day uh some of
this will depend depend on your HubSpot
licensing as well so you want to check
with that depending on how many how much
API calls they allow you to do that's
all going to be there dependent on your
HubSpot licensing but for what we're
going to be doing today we're going
going to create a private app and you
can see pretty clearly on how to do that
right here we'll select the create a
private app button in the middle of our
screen and we're going to give the app a
name you can call this really whatever
you want I'm going to call this
YouTube and I'll give it a little Dash
there just so we can have a YT icon
there now you can replace the logo this
is all hotspots doing here you can
replace the logo I definitely recommend
that you provide some kind of
description so that way when you come
back to this 6 months from now you'll
know what in the world this is doing so
I'm just going to for the purpose of
this uh put something in here like uh
YouTube
example all right once you've given it a
name and given it a description you'll
then go to the Scopes section on the top
center part of your screen so you'll
find that right here what the Scopes
section will allow you to to do is
determine the scope at which this
private app app has access to HubSpot
data so the idea is you may create a
private app but you only want it to have
a very narrow Focus or a narrow scope on
what it's allowed to do and so through
the Scopes section you can tell the
private app or tell HubSpot what this
private app is going to have access to
do so we're going to go visit that scope
section here and you'll see there's four
major sections here that you can
determine this private apps access for
the purposes of our video series that
we're going to do we're going to
primarily focus in on the CRM section
right here so I'm going to go ahead and
expand the CRM section and kind of talk
with you a little bit while I pretty
much check off most of the items that I
have here again what we're doing here is
we're giving the private app access to
either read data from these objects or
write data or perhaps both so I'm going
to go ahead and kind of open this up a
little bit to my CRM data that I have
with inside of HubSpot again note that
there are other ways that you can
connect into various other objects
objects but what I'm interested in for
the purposes of our set of
demonstrations that we're going to be
doing is I really want to be able to
connect into contact data like tell me
the contacts that I have with inside of
Salesforce these would be basically like
marketing leads uh you'll actually see
you have uh contacts up here as well I
think this is really the one that we
want up on the top the objects contacts
the schema is more kind of the
organization or the metadata uh I also
want to be able to pull in things like
deals so those are like sales
opportunities that I want to bring into
HubSpot maybe I want to have in
companies maybe there's a few other
things I might be interested in but I'm
going to go ahead and check off all the
items in the CRM section to give me
access to be able to connect in any of
these objects that are
available again you can explore other
ones if you want but I'm going to leave
it as is and we're going to select
create app in the top right hand corner
way up here and that will create this
new application for me so I'll hit
create app all right so it's going to
give you a little bit of a uh
information here letting you know that
it's going to provide an access token
that access token is going to be pretty
important uh it's something that you
generally don't want to share with
others I will be sharing it on my screen
here but don't worry by the time these
videos are uh posted this access token
will no longer be available I will
delete this app but this is something
that you would use whenever you go to
connect into the API it's going to ask
you for your access token and that's
essentially how do you connect into the
API this is your authentication to the
API so I'm going to hit continue
creating
and then this is the access token that's
provided to me you can see it's obstated
some of the information here but you can
hit show token and this will show you
the full API token that you're going to
need so I'm going to go ahead and hit
show token again this is not information
I would normally share on YouTube
however this will be deleted by the time
this is posted on YouTube so I'm showing
the full token here I'll go ahead and
hit copy to clipboard and I'm just going
to open up a little notepad on the side
here just so we can have this handy for
later cuz we will need to use this a
access token later on especially
whenever we want to connect in power
automate for example all right so I'll
hit close on this my private app has now
been created you can actually go find
that access token again if you wanted to
if you went underneath authentication
you can find the access token here if
you'd like you can also go under the
logs section and kind of see the usage
of this particular private app but
that's pretty much it that's all we're
going to need here we've created the
private app we can also hit back to all
private apps up top here and then
that'll show us all of the private apps
that we've previously created so you can
see right now I have three one of them
I'm actually using a couple other ones
are for other interesting things that
we're doing at pragmatic works but the
YouTube one on the bottom is the one
that we just created together all right
there you good so now that we've created
this private app we can use this inside
of power automate but the big question
is going to be how do I do that and so
what you're going to need to do is
you're going to need to explore some of
the HubSpot API documentation to be able
to understand how to properly bring back
information from with inside of HubSpot
so what we're going to do and we're
going to explore a little bit here is
the pubs spot API documentation I'm
going to bring this on over on the
correct screen
here just so we can kind of get an idea
of what this looks like so let me bring
this over there we go all right so this
is the HubSpot API documentation there
is an older Legacy set of documentation
you can go through but you probably
won't have a need to do that this is the
version 3 API that I'm showing today and
that's the current one that I have the
documentation for up on my screen so
it's a it is a rest API you can bring in
information you can post information you
can get information you can put or
delete information from with inside of
the HubSpot database and you generally
what you'll kind of do is you'll ask
yourself what kind of information are
you interested in exploring with inside
of HubSpot so if you're interested in
exploring things like like contacts then
what I would do is I would go up to the
top here where it says find any
documentation guide or tutorial and I
would simply type in
contacts and when you do that you're
going to see all kinds of information
that's brought back about the uh API
npoints that you can work with so simply
by typing in contact I can see here I
can update a contact I can create a
contact I can read a contact list a
contact I can even follow certain G gdpr
rules that Europe has to make sure I
delete all information about a
particular contact really you can select
any one of these options here if I
select create for example this will take
me to the full documentation about the
contacts object and you can read up on
the documentation here if you'd like you
can learn about how to create a contact
but what I tend to find myself doing
most often here is going to the inputs
or sorry endpoints section right here
the endpoint section is probably my
favorite part of the documentation
because it actually lets you test things
out it allows you you to pass in that
private app uh ID that we looked at a
few moments ago to be able to verify
that it's going to actually return back
information so if I go to endpoints here
you'll see here are all the different
kinds of things that you can do you can
archive a batch of contacts you can
create a batch of contacts you can read
a batch of contacts you can update a
batch of contacts and then there gets a
little bit more basic here just list
contacts uh I want to create a contact
rather than a batch of contacts I want
to read a contact you'll notice it has
some variables or parameters you can
pass in like the contact ID and then I
can update do all sorts of things I can
delete I can let's see do there's the
gdpr delete options here so there's lots
of different ways you can connect in but
what I really want to do and this this
is going to lead us into our second
video is I want to use with inside of
power automate and check to see if a
contact already exists and if the
contact already exists great I don't
need to do anything but if the contact
doesn't exist then I'm going to create
one so I'm going to really use the API
in two different ways I want to First
search for a contact if I get a hit if a
contact comes back then that means the
contact already exists and I don't need
to create one if I search for a contact
and find one does exist then great I
just want to go update that contact or
perhaps I want to tie a opportunity or a
deal uh to that contact so this is
really the first exploration of what
we're going to be doing this is part one
of a set of videos we're going to be
doing this part one is really geared
towards setting things up and that setup
really involved creating a private app
with inside of HubSpot so hopefully this
got you set up as far as that goes
pretty simple process you noticed the
main thing that we had to do was set the
scope of what that private app has
access to but once you've done that you
are good to go hopefully this gets you
started thank you so much for watching
and don't forget to like And subscribe
our videos at pragmatic works we love uh
all the content that we can provide to
you but it only happens because of your
support so thank you so much and look
forward to sharing more with you in a
future video on this thanks so much take
care
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