HubSpot CRM – Connection

HubSpot CRM is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform. 

With HubSpot connected to Wiresk, you can: 

• Retrieve Data such as records, associations, files. 
• Manage and monitor your contacts, engagements, objects, files, associations and events.  

Connect HubSpot CRM to Wiresk  Copy Link

A connection to your HubSpot account is needed so we can sync it with our platform. 

There are two ways to connect your app to Wiresk: 

• In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
• While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

In our case, we will explain how to create a connection in “My apps” section, it is essentially the same as when creating it on-the-go. 

Create your HubSpot application in Wiresk  Copy Link

• On your Wiresk’s Dashboard, select your Group.
• On the left panel, go to “My apps” and select
• Search “HubSpot” in the search field or scroll down the list of apps and choose the HubSpot icon. 

Connection by OAuth Connection Copy Link

• Give a Name to your connection, e.g., “HubSpot OAuth Connection”.
• Select the connection type “OAuth Connection“.
• Select your HubSpot CRM version, then click on Authorize button.

• You will be redirected to HubSpot connection page. 
• Sign in to your HubSpot account or if you have previously logged in, choose your account. 

• On the connection screen, select your account name then click on “Choose Account” Button. (If you only have one HubSpot account this step will be skipped automatically) 
• On the next screen you can review all the access needed by Wiresk.com then agree to the connection by clicking on “Connect app” button. 

You are now redirected to Wiresk’s connection settings:

• Your email associated with HubSpot is displayed.
• Your connection is now listed in your Apps list.
• Select the Save button.

• Voila! Your HubSpot CRM account has been added to Wiresk “My Apps” via OAuth Connection.

Connection by OAuth Advanced Connection Copy Link

Create a HubSpot CRM App Copy Link

• Go to HubSpot Developers website: https://developers.hubspot.com/get-started 

• Choose the “App Developer account” then create your developer account or continue with your existing one. 

• On your developer home page, in the left section, go to Apps tab, then look up at the top right corner and click on “Create app”. 

In the App Info tab, enter the following details:

• Public app name: Name your app.
• App logo (Optional): Upload your app logo.
• Description (Optional): Describe your app details.

In the Auth tab, enter the following details:

• Sample install URL (OAuth): This field can be left blank.
• Redirect URLs: Users must be redirected to one of these locations after granting access to your app, enter https://api.wiresk.com/api/auth/callback
• Scopes: Set the scopes permissions by clicking on [+ Add new scope]

• Check all the needed scopes, see the Required and optional scopes list below.

1. Click Update and Save changes.
2. Scroll up to the App credentials section, copy the App ID, Client ID and Client Secret for the Advanced Connection.

Create your HubSpot developer API key Copy Link

• In the left panel, go to Keys section and click on Create key.

• HubSpot will generate your Active API Key, click on show and copy the value, keep it for the Advanced Connection.

Create the Advanced Connection in Wiresk Copy Link

• Let’s go back to Wiresk platform > My apps > +Create.
• Search HubSpot CRM app and select the HubSpot icon.

1. Give a Name to your connection, e.g., “HubSpot OAuth Advanced Connection”.
2. Select the connection type “OAuth Advanced Connection“.
3. Enter your User App ID previously saved during the HubSpot app creation step.
4. Enter your User Developer API Key previously saved from the developer API key creation step.
5. Enter Your Client ID and Client Secret previously saved during the HubSpot app creation step.
6. Select the version of your HubSpot CRM.
7. Select “Authorize“. This will take you to a screen where you can select your HubSpot account. If you’re developing, choose your “Test account”, otherwise, select your “Production account”.

You are now redirected to Wiresk’s connection settings:

1. Your HubSpot app connection is now listed in your app list.
2. The email associated with your HubSpot account is displayed.
3. Select the Save button.

Voila! You’ve successfully established an Advanced Connection to your HubSpot account.

Uninstalling Wiresk from HubSpot  Copy Link

If you ever need to remove Wiresk, you can uninstall it from your HubSpot integrations settings page.

• To locate this page, you should access HubSpot and go to Settings, then click on Integrations, and finally choose Connected Apps.
• Locate Wiresk app, then click on the action button “Uninstall”, confirm by typing “UNINSTALL”.

• In Wiresk, go to “My apps” section, locate your HubSpot CRM connection. Click on the trash bin icon, then confirm the deletion.

Create your automated Flows with HubSpot CRM Copy Link

Now that HubSpot CRM is linked to Wiresk, you’re ready to start building Flows.

How to create a Flow ↓

• Select your Group, then on the Flow management screen click on “Create Flow”.

Select the Trigger

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.

• On the new screen, name the Flow that you want to create.
• Add your Triggers by clicking on the next to “All Triggers”.
• On the Trigger selection screen, search your app or select it from the list below the screen.

• Select your preferred Trigger on the next screen and customize its settings. For HubSpot Triggers, refer to the Trigger settings.

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

Check here for a detailed Tutorial step-by-step on how to create a Flow.

Add a Method to your Flow

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).

• On the Flow builder screen, click on the plus button (+) next to the Trigger icon.

• Search or scroll down to select your apps Methods, then configure it settings. For HubSpot Methods, see Methods list and settings.

Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods.

• On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.

Triggers and Methods Settings Copy Link

Configure your HubSpot CRM Triggers and Methods by Exploring HubSpot CRM settings.