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Xircuits Component Library for HubSpot – Seamlessly integrate HubSpot CRM into your automation workflows.

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Xircuits Component Library for HubSpot

Integrate HubSpot CRM capabilities into your Xircuits workflows. This library provides components for managing contacts, companies, deals, engagements, and more through the HubSpot API.

Table of Contents

• Prerequisites
• Main Xircuits Components
  • Client
  • Contacts
  • Companies
  • Deals
  • Associations
  • Engagements
  • Utilities
• Try the Examples
• Installation

Prerequisites

Before you begin, you will need the following:

1. Python 3.9+
2. Xircuits
3. HubSpot account with API access
4. HubSpot Private App access token

Getting a HubSpot Access Token

1. Log in to your HubSpot account
2. Navigate to Settings > Integrations > Private Apps
3. Click "Create a private app"
4. Give your app a name and select the required scopes:
   • crm.objects.contacts.read / crm.objects.contacts.write
   • crm.objects.companies.read / crm.objects.companies.write
   • crm.objects.deals.read / crm.objects.deals.write
   • crm.schemas.contacts.read (for properties)
5. Create the app and copy the access token

Main Xircuits Components

Client

HubSpotClient

Initializes a HubSpot API client with your access token. This client is required by all other HubSpot components.

Contacts

HubSpotCreateContact

Creates a new contact in HubSpot with email, name, phone, company, and custom properties.

HubSpotGetContact

Retrieves a contact by ID with specified properties.

HubSpotUpdateContact

Updates an existing contact's properties.

HubSpotDeleteContact

Archives (soft-deletes) a contact from HubSpot.

HubSpotListContacts

Lists contacts with pagination support.

HubSpotSearchContacts

Searches for contacts using filters and query strings.

Companies

HubSpotCreateCompany

Creates a new company with name, domain, industry, and custom properties.

HubSpotGetCompany

Retrieves a company by ID.

HubSpotUpdateCompany

Updates an existing company's properties.

HubSpotDeleteCompany

Archives a company from HubSpot.

HubSpotListCompanies

Lists companies with pagination support.

HubSpotSearchCompanies

Searches for companies using filters.

Deals

HubSpotCreateDeal

Creates a new deal with name, pipeline, stage, amount, and custom properties.

HubSpotGetDeal

Retrieves a deal by ID.

HubSpotUpdateDeal

Updates an existing deal's properties.

HubSpotDeleteDeal

Archives a deal from HubSpot.

HubSpotListDeals

Lists deals with pagination support.

HubSpotSearchDeals

Searches for deals using filters.

Associations

HubSpotAssociateObjects

Creates associations between HubSpot objects (e.g., contact to company, deal to contact).

HubSpotGetAssociations

Retrieves all associations for a given object.

Engagements

HubSpotCreateNote

Creates a note engagement and optionally associates it with contacts, companies, or deals.

HubSpotCreateTask

Creates a task with subject, body, due date, priority, and status. Can be associated with CRM objects.

Utilities

HubSpotGetPipelines

Retrieves all pipelines for deals or tickets, including their stages.

HubSpotGetOwners

Lists all HubSpot owners (users) in the account.

HubSpotGetProperties

Gets all property definitions for an object type.

HubSpotCreateProperty

Creates a custom property for contacts, companies, deals, or other objects.

Try the Examples

We have provided example workflows to help you get started with the HubSpot component library.

Create Contact Example

A simple workflow that demonstrates how to:

1. Initialize the HubSpot client
2. Create a new contact
3. Retrieve the created contact

CRM Workflow Example

A more comprehensive workflow showing:

1. Creating a company
2. Creating a contact
3. Associating the contact with the company
4. Creating a deal
5. Adding a note to the deal

Installation

To use this component library, ensure that you have an existing Xircuits setup. You can then install the HubSpot library using the component library interface, or through the CLI using:

xircuits install hubspot

You can also do it manually by cloning and installing it:

# base Xircuits directory
git clone https://github.com/XpressAI/xai-hubspot xai_components/xai_hubspot
pip install -r xai_components/xai_hubspot/requirements.txt

Environment Variables

You can set your HubSpot access token as an environment variable:

export HUBSPOT_ACCESS_TOKEN="your-access-token-here"

Then use it in your workflows with the HubSpotClient component.

Filter Examples

When using search components, you can pass filters like:

# Search for contacts with a specific email domain
filters = [
    {
        "propertyName": "email",
        "operator": "CONTAINS_TOKEN",
        "value": "example.com"
    }
]

# Search for deals in a specific stage
filters = [
    {
        "propertyName": "dealstage",
        "operator": "EQ",
        "value": "closedwon"
    }
]

# Search for companies by industry
filters = [
    {
        "propertyName": "industry",
        "operator": "EQ",
        "value": "TECHNOLOGY"
    }
]

Available Filter Operators

• EQ - Equal to
• NEQ - Not equal to
• LT - Less than
• LTE - Less than or equal to
• GT - Greater than
• GTE - Greater than or equal to
• CONTAINS_TOKEN - Contains (for text fields)
• NOT_CONTAINS_TOKEN - Does not contain