HubSpot
Last updated
Last updated
When you're setting up your first workflow with HubSpot, you'll need to create a credential through MESA's HubSpot App (recommended) or your own custom HubSpot App. Click Connect with HubSpot to start the process.
You will be asked to login into HubSpot if you are not already logged in and you will need to select the HubSpot account that you want to connect as well.
Requirements
Super User permissions: Requires Super User permissions on your HubSpot account in order to connect MESA with HubSpot
Your HubSpot plan must have access to the following scopes: contacts and oauth. If you have any issues with authenticating with HubSpot, we recommend reaching out to the HubSpot support team here: help.hubspot.com
Afterward, you are all set and your newly created Credential will be selected.
The Send a draft order to HubSpot Deals, Send an order to a HubSpot deal, and Send a Shopify customer to a HubSpot contact and deal templates require a Pipeline and Deal Stage field.
Once you have a connected HubSpot with MESA, first click on the More options button and click the Pipeline field to select a value.
Now that you have a Pipeline selected, click on Deal Stage and select a value. MESA will only retrieve Deal Stages which apply to that Pipeline.
The Search for Contact action allows conducting a search for existing contacts in your HubSpot account.
The Search for Deal action allows you to search for existing deals in your HubSpot account.
Similarly, the Search for Company action allows you to look up existing companies in HubSpot.
It is recommended to set up these fields while using this actions:
Limit: Set the number of results to return from this action. If you would only like 1 result to return, please set to 1.
After: Set to 0.
Query: Add text and use if you want to run a general query.
Filter Groups: Use this instead of Query if you want to run a specific query. Hit Add Set and fill in the Property Name, Operator, and Value fields.
Here is an example on how to set up these particular fields. This will return 1 result if an existing contact's email matches the email from the Shopify order.
A Loop step with the Search for Contact Results variable will need to be added after this action.
MESA workflows that contain HubSpot Triggers (such as Contact Created) will run on a polling system. Meaning, on every hour or whatever the selected frequency is selected in your MESA workflow, MESA will look for any recent activity in HubSpot. As a result, you may not see immediate activity in your MESA workflow until the frequency hits.
In HubSpot triggers, you can find the polling system (Schedule) under the More options. You can keep the default frequency or adjust it.
Once the frequency hits, MESA will process every single task that has accrued within the previous timeframe.
Please note that available frequencies will differ depending on your MESA billing plan.
