Hubspot Connector for UiPath In this article you will learn how to integrate Hubspot data in UiPath without coding in just a few clicks (live / bi-directional connection to Hubspot). Hubpost Connector can be used to integrate Hubspot and your data source, e.g. Microsoft SQL Server, Oracle, Excel, Power BI, etc. Get, write, delete Hubspot data in a few clicks!. Using Hubspot Connector you will be able to connect, read, and write data from within UiPath. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to Hubspot in other apps Connect to Hubspot in SSIS Connect to Hubspot in SQL Server Connect to Hubspot in Power BI Connect to Hubspot in SSRS Connect to Hubspot in Informatica Connect to Hubspot in MS Access Connect to Hubspot in MS Excel Connect to Hubspot in SSAS Connect to Hubspot in C# Connect to Hubspot in Python Connect to Hubspot in JAVA Connect to Hubspot in Tableau Connect to Hubspot in SAP Crystal Reports Connect to Hubspot in Azure Data Factory (Pipeline) Connect to Hubspot in Azure Data Factory (SSIS) Connect to Hubspot in Talend Studio Connect to Hubspot in PowerShell Connect to Hubspot in ODBC

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Hubspot using UiPath we first need to create a DSN (Data Source) which will access data from Hubspot. We will later be able to read data using UiPath. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Hubspot" from the list of Popular Connectors. If "Hubspot" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   HubspotDSN

   Hubspot

   

5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    Private App (Static Access Token) [Http]

   Authenticate using static AccessToken (Private App) to access specific account. Follow 3 simple steps. 1) Create an App, 2) select permissions and 3) get Token and use on this UI. For more information on how to obtain AccessToken visit https://developers.hubspot.com/docs/api/private-apps [API Help..]

   Steps to get Hubspot Credentials
   

   Just follow this link on how to get an PrivateApp Access Token. Once you obtain it, paste it into AccessToken parameter: https://developers.hubspot.com/docs/api/private-apps

   Fill in all required parameters and set optional parameters if needed:

   HubspotDSN

   Hubspot

   Private App (Static Access Token) [Http]

   https://api.hubapi.com

   Required Parameters
   AccessToken	Fill in the parameter...
   Optional Parameters
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

    User Credentials (3-Legged) [OAuth]

   OAuth App must be created in HubSpot website. These settings typically found here https://developers.hubspot.com/docs/api/working-with-oauth. [API Help..]

   Steps to get Hubspot Credentials
   

   Just follow this link on how to create an API app: https://developers.hubspot.com/docs/api/creating-an-app On the App Scopes section make sure to select following scopes in order to access all features of this driver. You can choose more or less but keep in mind to select same or less number of scopes on Driver UI (Scopes Property) else it will not authorize the request. If you need File Upload feature then choose files scope.

   Your selected scopes when registering your app must match the scopes you enter here on the connector screen. You cannot request less or more scopes for now (it may change in future). If they don't match, the connector will not be able to work with your HubSpot account!

   		
   accounting
   tickets
   files
   ------------------
   crm.lists.read
   crm.lists.write
   ------------------
   crm.objects.contacts.read
   crm.objects.contacts.write
   crm.schemas.contacts.read
   ------------------
   crm.objects.custom.read
   crm.objects.custom.write
   crm.schemas.custom.read
   ------------------
   crm.objects.companies.read
   crm.objects.companies.write
   crm.schemas.companies.read
   ------------------
   crm.objects.deals.read
   crm.objects.deals.write
   crm.schemas.deals.read
   ------------------
   crm.objects.quotes.read
   crm.objects.quotes.write
   crm.schemas.quotes.read
   ------------------
   crm.objects.line_items.read
   crm.objects.line_items.write
   crm.schemas.line_items.read
   
   you can add more... but must select same number of scopes in the connection screen too (Scopes Parameter)
   

   Fill in all required parameters and set optional parameters if needed:

   HubspotDSN

   Hubspot

   User Credentials (3-Legged) [OAuth]

   https://api.hubapi.com

   Required Parameters
   UseCustomApp	Fill in the parameter...
   Scope (Must Match with App Scopes)	Fill in the parameter...
   Optional Parameters
   Client ID	Fill in the parameter...
   Client Secret	Fill in the parameter...
   ReturnUrl	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

    API Key in URL (Deprecated) [Http]

   Authenticate using Static API Key instead of userid / password. It can be found at https://app.hubspot.com/api-key/<YOUR_ACCOUNT_ID>>/call-log [API Help..]

   Steps to get Hubspot Credentials
   

   Just follow this link on how to get an API key. Once you obtain it, paste it into ApiKey parameter: https://knowledge.hubspot.com/integrations/how-do-i-get-my-hubspot-api-key

   Fill in all required parameters and set optional parameters if needed:

   HubspotDSN

   Hubspot

   API Key in URL (Deprecated) [Http]

   https://api.hubapi.com

   Required Parameters
   ApiKey	Fill in the parameter...
   Optional Parameters
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

7. Click OK to finish creating the data source.

Video instructions

Read Hubspot data in UiPath Studio (workstation)

Here we will be reading Hubspot data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

1. Open UiPath Studio.
2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings: Simply select UiPath Studio option:
4. Start by creating a new project based on UiPath Process template:
5. Add Run Query activity in Main Sequence box:
6. Click Configure Connection... button to create an ODBC connection:
7. Continue by clicking Connection Wizard:
8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
   HubspotDSN

   HubspotDSN

   
   You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
9. Once you do that, it's time to configure a SQL query:
   Make sure, you enclose the query in double quotes!
10. Proceed by adding a Write CSV activity after Run Query:
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
11. Once you do that, configure the added Write CSV, this will write Hubspot data to a CSV file:
12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug:
13. Finally, ensure there are no execution errors!

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

1. First of all, open the UiPath process package we created in the previous step
2. Set the option that our process package Starts in Background:
3. We are ready to Publish it:
4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace:
5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job:

Create robot in UiPath Orchestrator

1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console:
2. It's time to create a robot, which will run unattended packages:
3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure:
4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator:
5. Configure the machine to run in Production environment:
6. We are ready to Create new robot account in the new machine:
7. Let's make our robot to work only on background automations:
8. Continue by selecting newly created robot:
9. Select Shared folder, so that everyone in the team can benefit from it:
   This is the folder where we published our UiPath process package "MyProcess"
10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step.

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

1. Connect to a remote machine (where your UiPath process package will be running).
2. Install UiPath Studio there.
3. Then configure ODBC data source:

   If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

   Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

   If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

4. Continue by opening UiPath Assistant and going to Preferences:
5. Find Orchestrator Settings menu item and click it:
6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL:
7. Finally, we get rewarded for the hard work with the Connected as Unattended status:

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
2. Then proceed by going to Process in Shared folder:
3. Continue by simply clicking on Add process button:
4. Select the process package we created in UiPath Studio:
5. Rest a while, and just hit Next, unless your package has requirements:
6. Then simply hit Create button:
7. But let's not stop here and Start the process by creating a job right away:
8. Use the same Production runtime we created before and hit Start:
9. We've reached the final step! In the CSV destination file or destination of your choice you should see Hubspot data:

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
   Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
   

   CREATE PROCEDURE [usp_get_orders]
       @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
       SELECT * FROM Orders where OrderDate >= '<@fromdate>';
   

   
   

4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
   

   Exec usp_get_orders '1996-01-01';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
   Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
   

   SELECT
     "ShipCountry",
     "OrderID",
     "CustomerID",
     "EmployeeID",
     "OrderDate",
     "RequiredDate",
     "ShippedDate",
     "ShipVia",
     "Freight",
     "ShipName",
     "ShipAddress",
     "ShipCity",
     "ShipRegion",
     "ShipPostalCode"
   FROM "Orders"
   Where "ShipCountry"='USA'

   
   

5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
   

   SELECT * FROM "vt__usa_orders_only"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Hubspot Connector

Hubspot Connector Examples for UiPath Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM Companies --Where Id=123

SELECT * FROM Contacts --Where Id=123

SELECT * FROM Contacts Where Id=51

SELECT Id
	, IsArchived
	, CreatedAt
	, UpdatedAt
	, email
	, firstname
	, lastname
	, company_size
	--, custom_checkbox
	--, custom_multi_select
	--, custom_number
	--, custom_pickuser
	--, custom_richtext
	--, custom_string
	--, custom_string_multi
FROM search_contacts
With(SearchFilters='[ {"propertyName": "email", "operator": "EQ", "value": "bh@hubspot.com" } ]')

SELECT * FROM Deals --Where Id=123

SELECT * FROM LineItems --Where Id=123

SELECT * FROM Owners

SELECT * FROM Products --Where Id=123

SELECT * FROM Tickets

SELECT * FROM Quotes

SELECT *
FROM generic_request
WITH(
     Url='crm/v3/objects/companies/search'
    ,Filter='$.results[*]'
    ,RequestContentTypeCode='ApplicationJson'
    ,RequestMethod='POST'
    ,RequestData='{
        "filters": [ {"propertyName": "hs_lastmodifieddate", "operator": "GT", "value": "<<yearstart-1y||unix_timestamp_ms,FUN_TO_DATE>>" } ],
        "properties": ["address","city","state"]  
        }'
)

SELECT *
FROM generic_request
WITH(
	  Url='filemanager/api/v3/files/upload'
	, RequestMethod='POST'
	, Filter ='$.objects[*]'
	, Body='file=@c:\temp\dump.png
folderPath=/
fileName=my_dump.png
options={"access": "PRIVATE", "overwrite": true}'
	, IsMultiPart='True'
	, Meta='id:long; name:string; title:string; url: string; type:string; size:long; friendly_url:string; meta.allows_anonymous_access:string; meta.indexable:bool'
)

INSERT INTO Contacts(email, firstname, lastname,custom_checkbox, custom_date, custom_number)
VALUES ('john.doe@abc.com', 'John', 'Doe','true','2023-01-01', 100.55)

UPDATE Contacts
SET firstname = 'Brian'
   ,lastname = 'Halligan (Sample Contact)'
   --,custom_number=12.12
   --,custom_date='2023-01-01'
   --,custom_string='My Test<<FUN_NOW>>'
   --,custom_richtext='<p><span style="color: #b5b5b5;">##-Please reply-##</span></p>'
   --,custom_multi_select='Blue;Yellow;Black'
   --,custom_pickuser=45581955
   --,custom_dropdown='BB'
   --,custom_checkbox='true'   
WHERE Id = 51

DELETE FROM Contacts Where Id=1234

INSERT INTO Contacts 
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,' 
    ''bob'' as firstname, ''rock'' as firstname, ''new-email1@abc.com'' as email
    UNION 
    ''sam'' as firstname, ''smith'' as firstname, ''new-email2@abc.com'' as email
)

DELETE FROM Contacts 
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select 104897 as Id 
    UNION 
    select 104898 as Id'
)

UPDATE Contacts 
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select 104811 as Id, ''new-email1@abc.com'' as email
    UNION 
    select 104812 as Id, ''new-email2@abc.com'' as email
)

Conclusion

In this article we discussed how to connect to Hubspot in UiPath and integrate data without any coding. Click here to Download Hubspot Connector for UiPath and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Hubspot Connector for UiPath Documentation 

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