How to Create a Private App in HubSpot and Connect to the HubSpot API with Power Automate

Summary

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

00:00

🚀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。

05:02

📝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。

10:06

🎬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。

Keywords

💡HubSpot

HubSpotは、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あり、多くの組織で使用されています。このビデオシリーズでは、MicrosoftのプラットフォームとHubSpotとの間の統合に焦点を当てています。HubSpotはMicrosoft製品ではないにもかかわらず、多様なアプリケーションを使用する組織にとって重要なツールであることが強調されています。

💡Power Automate

Power Automateは、情報をHubSpotにプッシュしたり、HubSpotから引き出したり、HubSpotのデータベース内の情報を更新するための統合ツールとして紹介されています。このビデオでは、HubSpotとPower Automateの統合を利用する方法について解説しており、特にPower Automateプレミアムライセンスが必要であることに注意を促しています。

💡プライベートアプリ

プライベートアプリの作成は、HubSpotのAPIに安全にアクセスするための方法として説明されています。ビデオでは、HubSpot内でプライベートアプリを作成する手順と、そのアプリを使用してHubSpotのデータにアクセスする方法について詳しく説明しています。

💡API

API（アプリケーションプログラミングインターフェース）は、HubSpotのデータベースと外部システム間の通信を可能にする手段です。このビデオでは、HubSpotのAPIドキュメントが非常に良質であることを強調し、APIを通じてどのようにデータを操作するか（読み取り、書き込み、更新など）について説明しています。

💡スコープ

プライベートアプリを作成する際には、そのアプリがHubSpotデータに対して持つアクセスの範囲を定義する「スコープ」を設定する必要があります。ビデオでは、特定のデータオブジェクト（例えば、CRMデータ）へのアクセス権をどのように設定するかを説明しています。

💡アクセストークン

アクセストークンは、APIを介してHubSpotにアクセスする際に必要な認証情報です。ビデオでは、プライベートアプリを作成した後にアクセストークンが提供されるプロセスと、そのトークンを安全に管理する重要性について説明しています。

💡CRM

CRM（顧客関係管理）は、HubSpotが提供する主要な機能の一つであり、連絡先、取引、企業などのデータオブジェクトを管理します。ビデオでは、Power Automateを使用してこれらのCRMデータにアクセスし、操作する方法について説明しています。

💡ドキュメント

HubSpot APIのドキュメントは、APIの使用方法を学ぶための重要なリソースです。ビデオでは、APIドキュメントが非常に詳細であり、エンドポイントのテストや特定のデータオブジェクトの操作方法についての情報を提供していることを強調しています。

💡統合

統合は、異なるシステムやアプリケーション間でデータを共有し、プロセスを自動化することを指します。このビデオシリーズでは、HubSpotとPower Automate間の統合に焦点を当て、これによりユーザーがより効率的に作業できるようにする方法を示しています。

💡エンドポイント

エンドポイントは、APIを介して特定の操作を行うためのアクセスポイントです。ビデオでは、HubSpot APIのエンドポイントを使用して、連絡先の作成、読み取り、更新、削除などの操作をどのように実行するかについて説明しています。

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