skills/hubspot-integration/SKILL.md
Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs.
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Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs.
Secure authentication for public apps
When to use: Building public app or multi-account integration
// OAuth 2.0 flow for HubSpot import { Client } from "@hubspot/api-client";
// Environment variables const CLIENT_ID = process.env.HUBSPOT_CLIENT_ID; const CLIENT_SECRET = process.env.HUBSPOT_CLIENT_SECRET; const REDIRECT_URI = process.env.HUBSPOT_REDIRECT_URI; const SCOPES = "crm.objects.contacts.read crm.objects.contacts.write";
// Step 1: Generate authorization URL function getAuthUrl(): string { const authUrl = new URL("https://app.hubspot.com/oauth/authorize"); authUrl.searchParams.set("client_id", CLIENT_ID); authUrl.searchParams.set("redirect_uri", REDIRECT_URI); authUrl.searchParams.set("scope", SCOPES); return authUrl.toString(); }
// Step 2: Handle OAuth callback async function handleOAuthCallback(code: string) { const response = await fetch("https://api.hubapi.com/oauth/v1/token", { method: "POST", headers: { "Content-Type": "application/x-www-form-urlencoded" }, body: new URLSearchParams({ grant_type: "authorization_code", client_id: CLIENT_ID, client_secret: CLIENT_SECRET, redirect_uri: REDIRECT_URI, code: code, }), });
const tokens = await response.json(); // { // access_token: "xxx", // refresh_token: "xxx", // expires_in: 1800 // 30 minutes // }
// Store tokens securely await storeTokens(tokens);
return tokens; }
// Step 3: Refresh access token (before expiry) async function refreshAccessToken(refreshToken: string) { const response = await fetch("https://api.hubapi.com/oauth/v1/token", { method: "POST", headers: { "Content-Type": "application/x-www-form-urlencoded" }, body: new URLSearchParams({ grant_type: "refresh_token", client_id: CLIENT_ID, client_secret: CLIENT_SECRET, refresh_token: refreshToken, }), });
return response.json(); }
// Step 4: Create authenticated client function createClient(accessToken: string): Client { const hubspotClient = new Client({ accessToken }); return hubspotClient; }
Authentication for single-account integrations
When to use: Building internal integration for one HubSpot account
// Private App Token - simpler for single account import { Client } from "@hubspot/api-client";
// Create client with private app token const hubspotClient = new Client({ accessToken: process.env.HUBSPOT_PRIVATE_APP_TOKEN, });
// Private app tokens don't expire // But should be rotated every 6 months for security
// Example: Get contacts async function getContacts() { try { const response = await hubspotClient.crm.contacts.basicApi.getPage( 100, // limit undefined, // after cursor ["firstname", "lastname", "email", "phone"], // properties );
return response.results;
} catch (error) { if (error.code === 429) { // Rate limited - implement backoff const retryAfter = error.headers?.["retry-after"] || 10; await sleep(retryAfter * 1000); return getContacts(); } throw error; } }
// Python equivalent // from hubspot import HubSpot // // client = HubSpot(access_token=os.environ["HUBSPOT_PRIVATE_APP_TOKEN"]) // // contacts = client.crm.contacts.basic_api.get_page( // limit=100, // properties=["firstname", "lastname", "email"] // )
Create, read, update, delete CRM records
When to use: Working with contacts, companies, deals, tickets
import { Client } from "@hubspot/api-client";
const hubspotClient = new Client({ accessToken: process.env.HUBSPOT_TOKEN, });
// CREATE contact async function createContact(data: { email: string; firstname: string; lastname: string; }) { const response = await hubspotClient.crm.contacts.basicApi.create({ properties: { email: data.email, firstname: data.firstname, lastname: data.lastname, }, });
return response; }
// READ contact by ID async function getContact(contactId: string) { const response = await hubspotClient.crm.contacts.basicApi.getById( contactId, ["firstname", "lastname", "email", "phone", "company"], );
return response; }
// UPDATE contact async function updateContact(contactId: string, properties: object) { const response = await hubspotClient.crm.contacts.basicApi.update( contactId, { propertie
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