# HubSpot CRM Integration
This integration allows you to connect Botpress with HubSpot CRM, enabling various CRM operations directly through your chatbot.
## Table of Contents
1. [Introduction](#introduction)
2. [Seeing Property IDs](#seeing-property-ids)
3. [Finding Property IDs](#finding-property-ids)
4. [Actions](#actions)
- [Contacts](#contacts)
- [Companies](#companies)
- [Tickets](#tickets)
- [Other](#other)
5. [Search](#search)
- [Search for Companies](#search-for-companies)
- [Search for Contacts](#search-for-contacts)
- [Search for Tickets](#search-for-tickets)
6. [Using Actions](#using-actions)
- [Contacts](#contacts-1)
- [Companies](#companies-1)
- [Tickets](#tickets-1)
- [Example with Multiple Filter Groups](#example-with-multiple-filter-groups-andor-logic)
- [Example 1: Using AND logic within a filter group](#example-1-using-and-logic-within-a-filter-group)
- [Example 2: Using OR logic between filter groups](#example-2-using-or-logic-between-filter-groups)
- [Example 3: Combining AND and OR logic](#example-3-combining-and-and-or-logic)
7. [Properties](#properties)
1. [Introduction](#introduction)
2. [Seeing Property IDs](#seeing-property-ids)
3. [Finding Property IDs](#finding-property-ids)
4. [Actions](#actions)
- [Contacts](#contacts)
- [Companies](#companies)
- [Tickets](#tickets)
- [Other](#other)
5. [Search](#search)
- [Search for Companies](#search-for-companies)
- [Search for Contacts](#search-for-contacts)
- [Search for Tickets](#search-for-tickets)
6. [Using Actions](#using-actions)
- [Contacts](#contacts-1)
- [Companies](#companies-1)
- [Tickets](#tickets-1)
7. [Properties](#properties)
## Introduction
This guide provides instructions on using HubSpot CRM integration to manage various CRM operations, such as creating, updating, deleting, and searching for contacts, companies, and tickets.
## Seeing Property IDs
To view the internal property names for HubSpot properties, refer to the following link: [Internal HubSpot Property Names](https://community.hubspot.com/t5/APIs-Integrations/Internal-HubSpot-property-name-for-Contact-Owner/m-p/952044).
## Finding Property IDs
You can find the properties and their IDs at this link: [HubSpot Property Settings](https://app.hubspot.com/property-settings/46425249/properties?type=0-1&eschref=%2Fcontacts%2F46425249%2Fobjects%2F0-1%2Frestore).
## Actions
### Contacts
- Get a Contact
- Create a Contact
- Delete a Contact
- Update a Contact
- Search Contacts
### Companies
- Get a Company
- Create a Company
- Delete a Company
- Update a Company
- Search Companies
### Tickets
- Get a Ticket
- Create a Ticket
- Delete a Ticket
- Update a Ticket
- Search Tickets
### Other
- Make an API Call
## Search
### Search for Companies
```json
{
"filterGroups": [
{
"filters": [
{
"propertyName": "industry",
"operator": "EQ",
"value": "Technology"
}
]
}
],
"sorts": [
{
"propertyName": "createdate",
"direction": "DESCENDING"
}
],
"properties": ["name", "industry", "annualrevenue"],
"limit": 100,
"after": 0
}
```
### Search for Contacts
```json
{
"filterGroups": [
{
"filters": [
{
"propertyName": "email",
"operator": "EQ",
"value": "[email protected]"
}
]
}
],
"sorts": [
{
"propertyName": "createdate",
"direction": "DESCENDING"
}
],
"properties": ["createdate", "firstname", "lastname", "email"],
"limit": 100,
"after": 0
}
```
### Search for Tickets
```json
{
"filterGroups": [
{
"filters": [
{
"propertyName": "subject",
"operator": "EQ",
"value": "Support Needed"
}
]
}
],
"sorts": [
{
"propertyName": "createdate",
"direction": "DESCENDING"
}
],
"properties": ["createdate", "subject", "content", "status"],
"limit": 100,
"after": 0
}
```
## Using Actions
### Contacts
#### Get a Contact
To get a contact, simply provide the contact ID.
```json
{
"contactId": "12345"
}
```
#### Create a Contact
When creating a new contact, you should include at least one of the following properties: email, firstname, or lastname. It is recommended to always include email to avoid duplicate contacts in HubSpot.
```json
{
"properties": {
"email": "[email protected]",
"firstname": "Milos",
"lastname": "Arsik",
"phone": "(226) 700-0079",
"company": "HubSpot",
"hubspot_owner_id": "117816668"
}
}
```
#### Delete a Contact
To delete a contact, simply provide the contact ID.
```json
{
"contactId": "12345"
}
```
#### Update a Contact
Perform a partial update of a contact identified by `{contactId}`. `{contactId}` refers to the internal object ID. Provided property values will be overwritten. Read-only and non-existent properties will be ignored.
```json
{
"contactId": "12345",
"properties": {
"phone": "(226) 700-0080",
"company": "HubSpot Inc."
}
}
```
### Companies
#### Get a Company
To get a company, simply provide the company ID.
```json
{
"companyId": "67890"
}
```
#### Create a Company
When creating a new company, include relevant properties.
```json
{
"properties": {
"name": "HubSpot",
"industry": "Technology",
"annualrevenue": "1000000"
}
}
```
#### Delete a Company
To delete a company, simply provide the company ID.
```json
{
"companyId": "67890"
}
```
#### Update a Company
Perform a partial update of a company identified by `{companyId}`. `{companyId}` refers to the internal object ID. Provided property values will be overwritten. Read-only and non-existent properties will be ignored.
```json
{
"companyId": "67890",
"properties": {
"annualrevenue": "1500000"
}
}
```
### Tickets
#### Get a Ticket
To get a ticket, simply provide the ticket ID.
```json
{
"ticketId": "54321"
}
```
#### Create a Ticket
When creating a new ticket, include relevant properties.
```json
{
"properties": {
"subject": "Need help with integration",
"content": "Details about the issue...",
"status": "open"
}
}
```
#### Delete a Ticket
To delete a ticket, simply provide the ticket ID.
```json
{
"ticketId": "54321"
}
```
#### Update a Ticket
Perform a partial update of a ticket identified by `{ticketId}`. `{ticketId}` refers to the internal object ID. Provided property values will be overwritten. Read-only and non-existent properties will be ignored.
```json
{
"ticketId": "54321",
"properties": {
"status": "closed"
}
}
```
## Properties
Properties are the specific fields you want to retrieve for each record. You can specify which properties to include in the response. In the examples above, properties like `createdate`, `firstname`, and `lastname` are requested. You can customize this based on the fields available in your HubSpot account.
Example:
```json
"properties": ["createdate", "firstname", "lastname", "email", "phone"]
```
### Example with Multiple Filter Groups (AND/OR logic)
#### Example 1: Using AND logic within a filter group
```json
{
"filterGroups": [
{
"filters": [
{
"propertyName": "createdate",
"operator": "GTE",
"value": "1622505600000"
},
{
"propertyName": "email",
"operator": "EQ",
"value": "[email protected]"
}
]
}
],
"sorts": [
{
"propertyName": "createdate",
"direction": "DESCENDING"
}
],
"properties": ["createdate", "firstname", "lastname"],
"limit": 100,
"after": 0
}
```
#### Example 2: Using OR logic between filter groups
```json
{
"filterGroups": [
{
"filters": [
{
"propertyName": "createdate",
"operator": "GTE",
"value": "1622505600000"
}
]
},
{
"filters": [
{
"propertyName": "email",
"operator": "EQ",
"value": "[email protected]"
}
]
}
],
"sorts": [
{
"propertyName": "createdate",
"direction": "DESCENDING"
}
],
"properties": ["createdate", "firstname", "lastname"],
"limit": 100,
"after": 0
}
```
#### Example 3: Combining AND and OR logic
```json
{
"filterGroups": [
{
"filters": [
{
"propertyName": "createdate",
"operator": "GTE",
"value": "1622505600000"
},
{
"propertyName": "email",
"operator": "EQ",
"value": "[email protected]"
}
]
},
{
"filters": [
{
"propertyName": "firstname",
"operator": "EQ",
"value": "Jane"
}
]
}
],
"sorts": [
{
"propertyName": "createdate",
"direction": "DESCENDING"
}
],
"properties": ["createdate", "firstname", "lastname"],
"limit": 100,
"after": 0
}
```
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