Integration

Hubspot Integration

Integrating with HubSpot using Python allows seamless automation of marketing, sales, and customer service processes.

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Integrating Python with HubSpot facilitates robust automation and data synchronization for marketing and sales operations. Leveraging the HubSpot API, Python scripts can seamlessly interact with HubSpot's CRM, enabling tasks such as lead management, email marketing automation, and customer engagement tracking. This integration empowers businesses to efficiently manage and nurture leads, personalize marketing campaigns, and analyze customer interactions for data-driven decision-making. With Python's versatility and HubSpot's comprehensive suite of tools, businesses can optimize their marketing and sales processes, driving growth and enhancing customer relationships effectively.

This library has been tested with python 2 and 3.

Installation

Install the library using pip:

  pip install flask requests

The purpose of creating the HubSpot project using Python and Flask, along with essential libraries, is to facilitate OAuth2 authentication on behalf of users and efficiently complete tasks within designated timeframes, acquiring a token in the process. This project automates marketing activities on HubSpot, leveraging user-triggered behavior. HubSpot serves as an inbound marketing tool and sales platform, enabling seamless customer attraction and lead conversion. The project workflow involves initially setting up a developer account on HubSpot, followed by creating an app within it. Upon app creation, essential credentials such as Client_id, Client_secret, and Redirect_uri are generated for further integration and authentication purposes.

Implementation

client_id     = "<YOUR_HUBSPOT_CLIENT_ID>"
redirect_URI  = "<YOUR_HUBSPOT_REDIRECT_URI>"
url           = f"https://app.hubspot.com/oauth/authorize?client_id={client_id}&\
                redirect_uri={redirect_URI}&response_type=code&scope=contacts%20content%20reports%20\
                social%20automation%20actions%20timeline%20business-intelligence%20oauth%20forms%20files%20hubdb"
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To start OAuth access, direct HubSpot users to your authorization URL. They must be logged into HubSpot to authorize your app. Once authorized, they'll be redirected to the designated redirect_uri with a code query parameter appended to the URL. This code is then used, along with your client_id, client_secret, and scope, to obtain an access token from HubSpot. With this access token, your app gains the necessary permissions to interact with HubSpot's API.

code          = request.args.get("code")
client_id     = "<YOUR_HUBSPOT_CLIENT_ID>"
client_secret = "<YOUR_HUBSPOT_CLIENT_SECRET>"
redirect_URI  = "<YOUR_HUBSPOT_REDIRECT_URI>"
headers       = {"Content-Type":"application/x-www-form-urlencoded;charset=utf-8"}
data          = "grant_type=authorization_code&client_id={client_id}&client_secret={client_secret}&redirect_uri={redirect_URI}&code={code}"
response      = requests.post("https://api.hubapi.com/oauth/v1/token", headers=headers, data=data)
access_token  = response.json().get("access_token")
refresh_token = response.json().get("refresh_token")
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Getting access token

After getting access_token, we can easily fetch user_info:

if access_token:
  headers     = {"Authorization": "Bearer " + access_token,
              "Content-Type": "application/json"}
  get_user    = f"https://api.hubapi.com/oauth/v1/access-tokens/{access_token}"
  response    = requests.get(get_user, headers=headers)
  email       = response.json().get("user")
  hub_domain  = response.json().get("hub_domain")
  hub_id      = response.json().get("hub_id")
  token       = response.json().get("token")
  user_id     = response.json().get("user_id")
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To obtain access to account details, follow these steps:

  1. Navigate to the API URL, such as http://localhost:8000/api.
  2. Use Postman or the browser search bar to hit an API, triggering the generation of a code.
  3. This action automatically triggers an authorization API, which generates the code.
  4. The generated code is then used to obtain an access_token via OAuth2 authentication.
  5. Utilize the access_token to retrieve various account details, including account data, opportunities, contacts, and more.
  6. With all necessary credentials, save the integrated user's details securely in the database for future reference.

Client requirements are as follows:

  1. OAuth2 Authorization: Upon user login to the website, ensure that neither third-party apps nor the website server can access the user's password.
  2. Use Access Token: Employ access tokens to enhance authentication security, allowing users to access content securely on the website post-authentication.

Benefits:

  1. Seamless Authentication: Users can authenticate to partner applications using their HubSpot login credentials, enhancing user experience and convenience.
  2. Enhanced Security: HubSpot issues refresh tokens, allowing users to obtain new access tokens without sharing their password credentials. This ensures that sensitive information is not stored or shared with third-party websites or databases, enhancing security.
  3. Automated Token Refresh: With refresh tokens, users can automatically obtain new access tokens, eliminating the need for them to log in to HubSpot again. This improves workflow efficiency and reduces user friction.
  4. Expiry Mechanism: Automatically generated tokens have a predefined expiry duration, typically 60 days, enhancing security by ensuring that access remains valid for a limited period, mitigating the risk of unauthorized access.

Live Example

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License

Hubspot Integration is licensed under the MIT License.

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