Glide HomepageOpen Glide

Getting Started

Quickstart
Intro to Layout
Intro to the Data Editor
Data to Layout
Intro to Actions
Intro to Workflows
App Settings
Templates

Essentials

Data Sources
Basic Columns
Components
Security and User Data
Users
Publishing and Sharing

Automation

Actions
AI
Computed Columns
Integrations
Asana
Azure
Browser
CSV to JSON
Call API
Clearbit
Data Structures
Device Info
Discord
DocsAutomator
DocuSign
ElevenLabs
Files Integration
Giphy
GitHub
Gmail
Google Analytics
Google Calendar
Google Cloud
Google Cloud Vision
Google Gemini
Google Maps
Google Tag Manager
Gravatar
Hubspot
IFTTT Webhook
Image Editor
Intercom
JSON
Koala
Make
Meta Pixel
Microsoft Outlook
Microsoft Teams
Mixpanel
OpenAI Integration Setup
OpenAI and Glide
OpenGraph.io
PDFMonkey
Pexels
Pinecone
PostHog
Push Notifications
Radar
Replicate
Segment
Short.io
Slack
Stripe
Twilio
XML
Yelp
Zapier
ZenRows
Zendesk
urlbox
Workflows
View API Docs

Use Cases

Forms
Images in Glide
Conditions, Filtering, and Visibility
Duplicating Apps

Reference

Account
User Experience
Values
  • Integrations
  • Hubspot

Hubspot

Manage contacts, companies, and deals in Hubspot

HubSpot is a marketing, sales, and customer service platform designed to help businesses grow and manage customer relationships. The HubSpot integration in Glide empowers you to seamlessly interact with your HubSpot Contact, Company, and Deal data.

Don't see the Hubspot integration?

You may need to upgrade your plan. Browse Glide's plans and find the right fit for you.

Adding and Configuring the Action

  1. In Glide, click the Settings icon in the upper-right corner.

  2. Navigate to the Integrations tab and then select HubSpot.

  3. Click the Add button.

  4. Sign into your Hubspot account and select 

  5. Connect app to approve the integration.

Hubspot Objects and Properties

Objects

The Hubspot integration in Glide currently supports integrations with 3 Hubspot objects:

  1. Contacts - Individuals who interact with your business

  2. Companies - Organizations your business engages with

  3. Deals - Typically sales opportunities that are tracked in pipelines

[BLANK] Hubspot - Warning 1

Each object has a unique identifier that is used to link records between Glide and Hubspot. Be sure to store this field in Glide if you want to retrieve info or make changes to records in the future.

Properties

Once you pick an object and find its unique identifier, you’ll need the Hubspot Property Internal Name for the value(s) you want to add, edit, or retrieve.

  1. Properties are the different fields where you can store information. For example a Contact has properties like First Name, Last Name, Location, etc.

  2. An Internal Name is the name of the field that does not change and is needed for integrations. For example, one day you may want to relabel First Name as Name in Hubspot, but the internal name (firstname) never changes.

To retrieve the internal name of a property:

  1. In Hubspot, go to your Settings.

  2. In Data Management, select the Object you are working with.

  3. In Setup, select Manage contact properties.

  4. Search and select the Property you want.

  5. Select </> and copy the Internal name.

Features

Glide supports 5 features for each of Hubspot’s objects.

  1. Create - Adds a new record

  2. Edit - Updates an existing record

  3. Archive - Temporarily hides a record without permanently deleting it

  4. Delete - Permanently removes a record

  5. Retrieve Info - Displays properties from a record in Glide.

All 5 features can be added as Actions to Components or added to a workflow in the Workflow Editor. Additionally, the Retrieve Info feature can be added as a Computed Column.

Let's take a look at how to use each of these features in Glide.

Create

The Hubspot integration can create new contacts, companies, or deals.

Edit

The Hubspot integration can edit existing contacts, companies, or deals.

Archive

The Hubspot integration can archive existing contact, company, and deal records.

Delete

The Hubspot integration can delete existing contact, company, and deal records. The record will be permanently deleted from Hubspot.

Retrieve Info

The Hubspot integration can retrieve information from existing records about contacts, companies, and deals.

Let’s look at 3 examples of the Hubspot integration.

Example 1: Create Contact

The Create Contact action creates a new Contact record in Hubspot with the property values you send from Glide.

You can customize which properties to add to the new contact record in Hubspot. Make sure you use your internal Hubspot names so the fields match when you send the new contact data.

When you create a new contact, Hubspot will send back a Contact ID to be stored in Glide. You can specify which column in Glide should store the Contact ID data.

[BLANK] Hubspot - Callout 2

While not required, if you don’t fill out the “Values” field, a blank contact will be created in Hubspot.

Example 2: Archive Company

The Archive Company action hides a company in Hubspot. You can specify a column that houses Hubspot Company IDs to automate this process.

Example 3: Retrieve Deal Info

The Retrieve Deal Info action looks up a deal in Hubspot with the ID you provide and returns the property you request. You'll need a column with Deal IDs that match Hubspot, as well as the Property name from Hubspot.

To learn more generally about Integrations in Glide, including how they affect your app’s usage, check out our Introduction to Integrations.

Frequently Asked Questions

Have a question about Hubspot? Ask the Glide community.
Need more help? Hire an Expert.

Updated more than a week ago

Previous

Gravatar

Next

IFTTT Webhook

Was this article helpful?
Exit Preview Mode