HubSpot

Connecting HubSpot with Mesa

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 Authenticate 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 to the HubSpot support team here: help.hubspot.com

Afterwards, you are all set and your newly created Credential will be selected. 

Configuring

Sending data to HubSpot

Data Mapping contains fields that you can add mapping data to.

  • Key: You can think of Keys as the label of your data. An example for a HubSpot Contact would be: FirstName
  • Value: You can add text or/and utilize Mesa's Tokens feature to send dynamic data from steps above the steps in the workflow. 

I don't see my HubSpot workflow activating when I update something in HubSpot?

For HubSpot triggers (such as Contact Created), the HubSpot app will run every hour, on the hour, and will look for any recent activity in HubSpot. As a result, you may not see immediate activity in your Mesa workflow until the hour hits. 

Once the hour hits, Mesa will process every single task that has accrued within the previous hour.