CRM

HubSpot

Connect HubSpot CRM through OAuth2 or access token modes for contacts, companies, deals, quotes, and associations.

01 / Workflows

What you can automate.

Runtara supports HubSpot through OAuth2 authorization-code and static access-token connection types. The HubSpot module covers CRM object reads, writes, searches, pipelines, owners, line items, and associations.

  1. Create, update, delete, list, retrieve, and search CRM records.
  2. Work with contacts, companies, deals, quotes, line items, and owners.
  3. Discover pipelines and create associations between CRM objects.

02 / Capabilities

What it covers.

The full reference, with connection types, is in the HubSpot docs.

Capabilities

  • Contacts
  • Companies
  • Deals
  • Quotes
  • Line items
  • Owners
  • Pipelines
  • Associations
  • OAuth2 and static token auth

Data handled

  • CRM objects
  • Properties
  • Pipeline metadata
  • Associations

03 / Availability

In every edition.

HubSpot is a standard integration, included in Cloud, Enterprise and the open-source engine. Compare plans

  • Open-source engineAGPL-3.0, run and operate it yourself.Included
  • CloudWe host and manage your instance.Included
  • EnterpriseYour cloud or on-premises, supported by our team.Included

04 / Questions

Common questions.

Is HubSpot included in my plan?

Yes. HubSpot is a standard integration, included in Cloud, Enterprise and the open-source engine.

How is it set up?

A connection stores the HubSpot credentials once for your instance. Workflow steps that use it declare that connection, and the runtime denies anything else.

Can a person approve before anything is written?

Yes. A workflow holds an exception for approval and continues only after the person decides. The run keeps the source, the decision, who made it, and the response together.

Put HubSpot to work.

Start with a paid pilot of one real process. Our team builds and runs it, live in two weeks once access is in place.

Discuss your process

All product names, logos and brands are the property of their respective owners and are used here in good faith, only to identify the systems Runtara connects to. Their use does not imply any affiliation with, or endorsement or sponsorship by, those owners.