Connecting to HubSpot

To set up Magic Suite apps to connect to HubSpot:

  • In HubSpot, create a private app and bearer token following the instructions here.

Next, in ReportMagic:

  1. From the Admin menu, click Connections.
  2. Create a new Connection with:
    • A name and optional description
    • HubSpot as the Connection Type
    • The URL of the HubSpot API (which is currently https://api.hubapi.com)
    • The User name field left blank
    • In the password field, enter your private app token (e.g. pat-eux-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)
  3. Click Save
  4. Check that there is a Macro Parameter Default which points to this Connection. This will be used by HubSpot macros, for example, the [HubSpot.List:] macro, by default unless you also use the connectionName parameter in the macro
  5. In Report Studio, check the Connection works by running the macro below - which lists the lastname property of all contacts:
    [HubSpot.List:type=contact, jsonPath=`$[*].properties.lastname`]
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