Power Automate and Hubspot Integration (Part 1)

Introduction

In this exciting series, Devin Knight is going to walk you through the integration of HubSpot with Power Automate. If you're not already familiar with HubSpot, don't worry; it's a widely used tool in marketing and sales, not a Microsoft product. The reason behind exploring this integration is that many organizations work with multiple applications, and HubSpot and Power Automate can be a powerful combination. 

In this first part, we'll focus on setting up a private app within HubSpot, a crucial step in securing access to HubSpot's API. Devin will also introduce you to the HubSpot API documentation, which is quite well-documented and helpful for your integration journey.

Why HubSpot and Power Automate?

• Organizations often use a mix of tools, and integrating them is crucial.
• Power Automate is the integration tool of choice for this series.
  
  

Premium License Required

• Please note that for some of the features demonstrated, you'll need a Power Automate premium license. This license is essential to tap into HubSpot's API.
  
  

Getting Started with HubSpot

• The journey begins in HubSpot. Log into your HubSpot instance. Devin uses Pragmatic Works for this demonstration.
• Click on the gear icon in the top right corner to access settings.
• Navigate to Integrations > Private Apps.
  
  

Creating a Private App

• Private apps provide secure access to HubSpot's API.
• Click on "Create a private app."
• Give your app a name and a description.
• Choose the scope of access for your private app, depending on your needs. For this demonstration, Devin focuses on CRM data.
• Access to CRM data can include contacts, deals, companies, and more.
• Once you've selected your desired access, hit "Create app."
• An access token is generated; remember to keep it secure.

Exploring HubSpot API Documentation

• HubSpot's API documentation is impressive and user-friendly.
• It's an essential resource for understanding how to interact with HubSpot's data.
• The API is RESTful, meaning you can perform actions like GET, POST, PUT, and DELETE.
• To start exploring a specific area, use the search bar; Devin searches for "contacts."

Endpoints for Interaction

• Endpoints in the API documentation is your go-to place to test and perform actions.
• Devin demonstrates how to create a new contact using an endpoint.
• Endpoints are practical for hands-on learning and testing.
• By using endpoints, you can see how the integration works in real-time.

In this first part of the series, Devin has laid the foundation for integrating HubSpot and Power Automate. You've learned how to create a private app in HubSpot to securely access their API, and you've been introduced to the HubSpot API documentation, a valuable resource for your integration journey. Stay tuned for the subsequent videos in this series, where we'll dive deeper into the integration process.

Be sure to check out the Pragmatic Works' on-demand learning platform, offering a wide range of courses, including those related to Microsoft products like Power BI, Power Automate, and Azure.