- Overview
- Configuration
HubSpot
Simplify user management with HubSpot-ADManager Plus integration.
HubSpot is a cloud-based CRM platform that unifies marketing, sales, customer service, content management teams, providing businesses with an integrated solution to streamline and manage all their operations in one place. Integrating HubSpot with ManageEngine ADManager Plus allows IT teams to automate and synchronize user management between Active Directory (AD) and HubSpot. This integration streamlines the creation, updating, and deactivation of users, ensuring a consistent and secure management of user access across HubSpot, AD, and other connected systems like Exchange and Microsoft 365.
User creation
Automatically create HubSpot user accounts with appropriate permissions based on new user data retrieved from Active Directory, streamlining user creation.
User lifecycle management
Updates to user details in Active Directory, such as department, role, or permissions, are automatically synced with HubSpot, ensuring accurate and consistent information across platforms while reducing IT administrative tasks.
How to integrate ADManager Plus and Hubspot
Prerequisites:
Hubspot uses OAuth2.0 to authorize API requests. You'll need to have the client_id and client_secret to retrieve desired information and perform tasks in Hubspot. Refer to Hubspot's API documentation for more details.
Privileges:
To import users from Hubspot (inbound action): Ensure the account used for authentication has permission to read all user accounts.
To perform any action or query in Hubspot (outbound action): Ensure the account used for authorization has permission to perform the desired action.
Note: ADManager Plus comes with a preconfigured set of APIs that help perform basic actions with the integration. If the action you require is not available, please gather the necessary API details from Hubspot's API documentation to configure inbound or outbound webhooks to perform the required actions.Authorization configuration
- Log in to ADManager Plus and navigate to the Automation tab.
- In the left pane, under Configuration, click Application Integrations.
- Under Enterprise Applications, click Hubspot.
- Toggle the Enable Hubspot Integration button on.
- On the Hubspot Configuration page, click Authorization.
- Enter the client_id and client_secret values generated in Hubspot into the respective fields.
- Click Configure.
Inbound webhook configuration
Inbound webhooks enable you to fetch user data from Hubspot and send it to ADManager Plus. The attribute mapping configured in this section can be selected as the data source during automation configuration to perform the desired action on the list of users received from the API response. To configure an inbound webhook for Hubspot:
- Under Inbound Webhook, click Hubspot Endpoint Configuration.
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In the Endpoint Configuration tab, an endpoint, Hubspot USERS ENDPOINT, comes preconfigured with Endpoint URL, API Method, Headers, and Parameters fields to fetch user accounts from Hubspot. However, if you would like to use a new endpoint to import users, you can configure one using the + Add API endpoint button and filling in the required fields as per Hubspot's API documentation. Click here to learn how.
Note:
- The API key value pair is preconfigured as a header for authenticating API requests as configured during authorization configuration.
- Macros: You can add macros to your endpoint configuration to dynamically change it as per your requirements using the macro chooser component.
- Refer to Hubspot's API documentation and configure additional headers and parameters, if required.
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Once done, click Test & Save. A response window will display all the requested parameters that can be fetched using the API call. Click Proceed.
Note:
- Refer to Hubspot's API documentation to learn about the parameters that must be configured to fetch only specific parameters.
- You can configure multiple endpoints for Hubspot using the + Add API endpoint button. Click here to learn how.
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Click Data Source - LDAP Attribute Mapping to match endpoints and to map AD LDAP attributes with the respective attributes in Hubspot.
[ADManager Plus also lets you customize attribute format from Hubspot.]
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Click + Add New Configuration and perform the following actions:
- Enter the Configuration Name and Description, and select the Automation Category from the drop-down menu.
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In the Select Endpoint field, select the desired endpoint and a Primary Key that is unique to a user (e.g., employeeIdentifier).
Note: When multiple endpoints are configured, this attribute must hold the same value in all the endpoints. - In the Attribute Mapping field, select the attribute from the LDAP Attribute Name drop-down menu and map it with the respective column in Hubspot.
- If you would like to create a new custom format for this, click Mapping Attribute.
- Click Save.
Outbound webhook configuration
Outbound webhook enables you to send changes made in AD to Hubspot, and carry out tasks in Hubspot—all from ADManager Plus. The webhooks configured in this section can be included in Orchestration Templates, which in turn can be used during event-driven and scheduled automations. They can also be applied directly on desired users to perform a sequence of actions on them (Management > Advanced Management > Orchestration).To configure outbound webhooks for Hubspot:
- Under Outbound Webhook, click Hubspot Webhook Configuration.
- Click + Add Webhook.
- Enter a name and description for this webhook.
- Decide on the action that has to be performed and refer to Hubspot's API documentation for the API details, such as URL, headers, and parameters.
- Select the HTTP method that will enable you to perform the desired action on the endpoint from the drop-down menu.
- Enter the endpoint URL.
- Configure the Headers, Parameters, and Message Type in the appropriate format based on the API call that you would like to perform.
- Click Test and Save.
- A pop-up window will then display a list of AD users and groups to test the configured API call. Select the desired user or group over which this API request has to be tested and click OK. This will make a real-time call to the endpoint URL, and the selected objects will be modified as per the configuration.
- The webhook response and request details will then be displayed. Verify them for the expected API behavior and click Save.