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Example

What you'll build​

Build a WSO2 Integrator automation that creates a HubSpot CRM deal using the ballerinax/hubspot.crm.obj.deals connector. The integration configures a connection with a private app access token and submits a deal payload to the HubSpot CRM API.

Operations used:

  • Create : Creates a new deal record in HubSpot CRM with specified properties such as deal name, amount, stage, pipeline, and close date

Architecture​

Prerequisites​

  • A HubSpot account with a private app access token (bearer token)

Setting up the HubSpot CRM Deals integration​

New to WSO2 Integrator? Follow the Create a New Integration guide to set up your integration first, then return here to add the connector.

Adding the HubSpot CRM Deals connector​

Step 1: Open the Add Connection panel​

Select the + button in the Connections section of the left panel to open the Add Connection dialog.

HubSpot CRM Deals connector palette open with search field before any selection

Configuring the HubSpot CRM Deals connection​

Step 2: Fill in the connection parameters​

Search for hubspot.crm.obj.deals, select the Deals connector card, and bind the connection parameters to configurable variables.

  • Config : The connection configuration record containing the bearer token auth expression {auth: {token: hubspotToken}}
  • Connection Name : The name used to reference this connection throughout the integration

HubSpot CRM Deals connection form fully filled with all parameters before saving

Step 3: Save the connection​

Select Save Connection to persist the connection. The dealsClient connection node appears on the canvas and in the Connections panel.

HubSpot CRM Deals Connections panel showing dealsClient entry after saving

Step 4: Set actual values for your configurables​

  1. In the left panel, select Configurations.
  2. Set a value for each configurable listed below.
  • hubspotToken (string) : Your HubSpot private app access token used to authenticate API requests

Configuring the HubSpot CRM Deals Create operation​

Step 5: Add an Automation entry point​

  1. In the left panel, hover over Entry Points and select the + button.
  2. Under Automation, select the Automation card.
  3. Select Create to scaffold the main automation and open the flow canvas.

Step 6: Select the Create operation and configure its parameters​

  1. Select the + button between Start and Error Handler on the flow canvas to open the node panel.
  2. Expand dealsClient in the Connections section to reveal available operations.

HubSpot CRM Deals connection node expanded showing all available operations before selection

  1. Select Create from the operations list and fill in the operation fields.
  • Payload : The SimplePublicObjectInputForCreate record containing deal properties such as dealname, amount, dealstage, pipeline, and closedate
  • Result : The variable name that stores the returned SimplePublicObject response

HubSpot CRM Deals Create operation configuration filled with all values

  1. Select Save to add the step to the flow.

Completed HubSpot CRM Deals automation flow

Try it yourself​

Try this sample in WSO2 Integration Platform.

Deploy to Devant

View source on GitHub

More code examples​

The ballerinax/hubspot.crm.obj.deals connector provides practical examples illustrating usage in various scenarios.

  1. Create and Manage Deals - See how the HubSpot API can be used to create deals and manage them through the sales pipeline.
  2. Count Deals in Stages - See how the HubSpot API can be used to count the number of deals in each stage of the sales pipeline.