HubSpot Integrations and APIs

As an agency partner, we have developed a systematic approach to ensure our clients develop the right integration for their business needs. We make sure the integration is robust, scalable, and tailored to your specific needs.

Here’s how a custom API integration is created.

We kick off the development process with an initial consultation to understand the customer’s business processes, goals, and specific integration requirements. Documenting these requirements, including data flow, triggers, and actions that the API should handle, is essential for a successful integration.

As HubSpot Platinum Partners since 2023 we have access to and are familiar with the HubSpot API documentation, and have extensive experience implementing it.

We begin by planning the  integration – this design phase involves creating a blueprint that outlines how data will flow between HubSpot and the other systems. This includes data mapping, transformation logic, and error-handling mechanisms. Listing the specific HubSpot API endpoints to be used and their respective HTTP methods is also part of this phase.

Setting up the development environment comes next. This includes generating API keys or setting up OAuth for authentication and ensuring secure handling of these keys. A development environment that stimulates the production environment is crucial for testing the API integration.

The development phase involves implementing the chosen authentication method (API Key or OAuth) and writing the code to make HTTP requests to the HubSpot API endpoints. Proper handling of responses and errors, along with data transformation logic to ensure data consistency between systems, is critical. If real-time updates are needed, setting up webhooks is also part of the development process.

DropBox Sign a.k.a HelloSign Integration

Hubspot has a Quotes feature which, on its own, can be used for contract signing. However, in our case, the client was already using DropBox Sign and they wanted to leverage the added functionality that it brings with it. 

When a Deal Stage changes to a certain stage, we communicate with DropBox Sign within Hubspot through Workflow triggers. Based on certain properties in side the Deal we are applying some logic to trigger the correct Dropbox Sign template and have it sent to the Deal’s Primary Contact.

As soon as the primary contact signs the contract, a webhook is triggered from Dropbox Sign to Hubspot in order to move the Deal to a Closed/Won stage in real time and the onboarding process is also being triggered automatically in real time.

There are different ways to go about it, all have the pros and cons. This can be achieved with having a middleware between Hubspot and Drop Box Sign outside of Hubspot with services such as an AWS Lambda Function, or else a Hubspot Serverless function can also be created in order to act as a middleware between both parties.

When dealing with webhooks, it is of utmost importance to make sure to authenticate from where the request is originating else spurious platforms might be able to authenticate with our platforms. This is usually done through signatures in requests’s  headers.

Testing is vital, starting with unit testing each API call individually to ensure it works as needed, followed by testing the entire data flow between platforms. We also simulate error conditions to ensure the integration handles them gracefully.