Configuring HubSpot Accounts

In this article

Overview

You must configure your accounts in HubSpot Snaps to connect them with HubSpot.

Snap-Account Compatibility

Snaps in the HubSpot Snap Pack work with HubSpot Oauth account.

Configuring HubSpot Accounts

You can configure your HubSpot accounts in SnapLogic using either the Designer or Manager.

Using SnapLogic Designer

Drag a HubSpot Snap to the Canvas and click the Snap to open its settings. Click the Account tab. You can now either use an existing account or create a new one.

Selecting an existing account

SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:

  1. Click the  icon to view the accounts to which you have access and select the account that you want to use. 
  2. Click  to save the Snap settings.

Creating an account

  1. Click Add Account in the Account Reference dialog.
  2. Select the Location in which you want to create the account, select the account type, and click OK. The Add Account dialog associated with the account type appears.
  3. Enter the required account details. For detailed guidance on how to provide information associated with each account type, use the following links:

    Enter additional information on this account in the Notes field of the Info tab. This will help you and other users understand the purpose of the account, especially if there are multiple accounts of the same type.

  4. Click Validate to verify the account, if the account type supports validation.
  5. Click Apply to complete configuring the HubSpot account.

Using SnapLogic Manager

Use the Manager to create accounts without associating them immediately with pipelines.

Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.

  1. In the left pane, browse to the project in which you want to create the account and click CreateAccount HubSpot, followed by the appropriate account type.

    The Create Account dialog associated with the selected account type appears. 
  2. Repeat the steps numbered 3 through 5 in the previous section.

Avoid updating account credentials while Pipelines using that account are executing. This may lead to unexpected results, including locking your account.


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Release

Snap Pack Version 

Date

Type

Updates

February 2024main168 StableUpdated and certified against the current SnapLogic Platform release.
November 2023main166 Latest

Added the following new Bulk Snaps to the HubSpot Snap Pack:

November 2023main160 LatestImproved error reporting in HubSpot Snaps.
November 2023main156 LatestAdded the HubSpot Private App Account to the HubSpot Snap Pack.

November 2023

main155

 

Stable

Updated and certified against the current SnapLogic Platform release.

August 2023

main138

 

Stable

Fixed the pagination issue for the Deals Entity in the HubSpot Read Snap.

May 2023

main130 

Stable

Upgraded with the latest SnapLogic Platform release.

February 2023main114 StableUpgraded with the latest SnapLogic Platform release.
November 2022 main113 StableUpgraded with the latest SnapLogic Platform release.
August 2022main111 StableUpgraded with the latest SnapLogic Platform release.
4.29main108 StableUpgraded with the latest SnapLogic Platform release.
4.28main100 StableUpgraded with the latest SnapLogic Platform release.
4.27main93 StableUpgraded with the latest SnapLogic Platform release.
4.26main88
StableUpgraded with the latest SnapLogic Platform release.
4.25main73
StableNo updates made.
4.24main73
StableNo updates made.

4.23

main73


Latest

Introduced the Snap Pack that serves as a growth platform by integrating an organization's marketing, sales, and customer support services in HubSpot. The HubSpot Snap Pack includes the following Snaps:


See Also