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HubSpot Connector Configuration Guide

The HubSpot Connector in Rayven.io enables seamless integration with HubSpot CRM, letting you pull contact data, form submissions, and other CRM records directly into your workflows.

What It Does

  • Connects to HubSpot to retrieve CRM data in real time.

  • Feeds HubSpot data into Rayven workflows for processing, automation, and visualization.

  • Works with multiple HubSpot hubs (Marketing, Sales, Service) as long as you have the required scopes.

  • Supports App Token, Developer API Key, and OAuth2 authentication.


How to Use

Rayven Workflow Implementation

  1. Open the Workflow Builder – Go to your workspace and select Workflows.

  2. Create a Workflow – Name it according to its purpose.

  3. Add a HubSpot Input Node – From Input Nodes, choose your desired HubSpot endpoint.

  4. Authenticate – Provide HubSpot credentials (App Token, Developer API Key, or OAuth2).

  5. Test Connection – Save and test to ensure correct data retrieval.

  6. Apply Logic – Add filters, triggers, or transformations as needed.

  7. Output or Visualize – Send data to dashboards or external systems.


Preconfigured HubSpot Endpoints

Endpoint Name Description Type API Documentation
Get All Contacts Retrieve all contacts from HubSpot CRM. Input View Docs
Get Recently Created Contacts Retrieve contacts recently added to HubSpot. Input View Docs
Get Contacts in a List Retrieve all contacts from a specific list. Input View Docs
Get Recently Added Contacts from a List Retrieve contacts recently added to a specific list. Input View Docs
Get Submissions for a Form Retrieve all form submissions for a specific HubSpot form. Input View Docs
 

Note: Endpoints are configured but not tested. You’ll need valid HubSpot credentials to use them.


Adding Custom Endpoints

If your needed endpoint is missing:

  1. HTTP Request Node – Make direct API calls to HubSpot. You can set:

    • Method (GET, POST, PUT, DELETE)

    • URL

    • Headers & authentication

    • Query parameters

    • Body content

  2. Request a New Endpoint – Contact Rayven Support with your request; new endpoints are usually added within 72 hours.


 Authentication Methods

Method Supported For Notes
App Token HubSpot Node Recommended; generated via HubSpot Private App.
Developer API Key HubSpot Trigger Node For public apps in developer accounts.
OAuth2 HubSpot Node Secure browser-based login.
 

HubSpot deprecated the old API Key method. Use App Tokens or OAuth2 for new connections.


 Best Practices

  • Use minimal, scoped permissions for security.

  • Test with small data sets before scaling.

  • Use HTTP Request Node for unsupported API actions.


 Use Cases

  • Real-time syncing of contacts into Rayven dashboards.

  • Trigger workflows from new HubSpot form submissions.

  • Segmenting and filtering contacts for campaigns.

  • Automatically updating external systems when HubSpot data changes.


 FAQ (Chatbot Q&A Layer)

Q: What HubSpot data can I pull into Rayven?
A: Contacts, list members, form submissions, and any other CRM data available through HubSpot’s API.

Q: Can I push data back to HubSpot?
A: Yes. Use the HTTP Request Node with the correct HubSpot API endpoint.

Q: Which authentication methods are supported?
A: App Token (Private App), Developer API Key, and OAuth2.

Q: Is the old HubSpot API Key supported?
A: HubSpot has deprecated it. While it may work for existing setups, new integrations should use App Token or OAuth2.

Q: What if my required endpoint is not listed?
A: Either configure it using the HTTP Request Node or request Rayven Support to add it.

Q: Can I connect HubSpot Marketing, Sales, and Service Hubs?
A: Yes, as long as the correct scopes are granted.

Q: Do I need to self-host to use OAuth2?
A: No. Cloud users can connect directly from their browser.