Ballerina HubSpot CRM Commerce Quotes connector

Overview

HubSpot is an AI-powered customer relationship management (CRM) platform.

The ballerinax/hubspot.crm.commerce.quotes package offers APIs to connect and interact with HubSpot API for CRM Quotes endpoints, specifically based on HubSpot CRM Quotes REST API.

Setup guide

To use the HubSpot CRM Quotes connector, you must have access to the HubSpot API through a HubSpot developer account and a HubSpot App under it. Therefore you need to register for a developer account at HubSpot if you don't have one already.

Step 1: Create/Login to a HubSpot Developer Account

If you have an account already, go to the HubSpot developer portal

If you don't have a HubSpot Developer Account you can sign up to a free account here

Step 2 (Optional): Create a Developer Test Account under your account

Within app developer accounts, you can create developer test accounts to test apps and integrations without affecting any real HubSpot data.

Note: These accounts are only for development and testing purposes. In production you should not use Developer Test Accounts.

1. Go to Test Account section from the left sidebar.

   

2. Click Create developer test account.

   

3. In the dialogue box, give a name to your test account and click create.

   

Step 3: Create a HubSpot App under your account.

1. In your developer account, navigate to the "Apps" section. Click on "Create App"

   

2. Provide the necessary details, including the app name and description.

Step 4: Configure the Authentication Flow.

1. Move to the Auth Tab.

   

2. In the Scopes section, add the following scopes for your app using the "Add new scope" button.

   crm.lists.read crm.lists.write cms.membership.access_groups.write

   

3. Add your Redirect URI in the relevant section. You can also use localhost addresses for local development purposes. Click Create App.

   

Step 5: Get your Client ID and Client Secret

• Navigate to the Auth section of your app. Make sure to save the provided Client ID and Client Secret.

  

Step 6: Setup Authentication Flow

Before proceeding with the Quickstart, ensure you have obtained the Access Token using the following steps:

1. Create an authorization URL using the following format.

2. Paste it in the browser and select your developer test account to intall the app when prompted.

   

3. A code will be displayed in the browser. Copy the code.

4. Run the following curl command. Replace the <YOUR_CLIENT_ID>, <YOUR_REDIRECT_URI> and <YOUR_CLIENT_SECRET> with your specific value. Use the code you received in the above step 3 as the <CODE>.

   • Linux/macOS

     curl --request POST \
     --url https://api.hubapi.com/oauth/v1/token \
     --header 'content-type: application/x-www-form-urlencoded' \
     --data 'grant_type=authorization_code&code=<CODE>&redirect_uri=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

   • Windows

     curl --request POST ^
     --url https://api.hubapi.com/oauth/v1/token ^
     --header 'content-type: application/x-www-form-urlencoded' ^
     --data 'grant_type=authorization_code&code=<CODE>&redirect_uri=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

   This command will return the access token necessary for API calls.

   {
     "token_type": "bearer",
     "refresh_token": "<Refresh Token>",
     "access_token": "<Access Token>",
     "expires_in": 1800
   }

5. Store the access token securely for use in your application.

Quickstart

To use the HubSpot CRM Quotes connector in your Ballerina application, update the .bal file as follows:

Step 1: Import the module

Import the hubspot.crm.commerce.quotes module and oauth2 module.

import ballerina/oauth2;
import ballerinax/hubspot.crm.commerce.quotes as crmquotes;

Step 2: Instantiate a new connector

1. Create a Config.toml file and, configure the obtained credentials in the above steps as follows:

    clientId = <Client Id>
    clientSecret = <Client Secret>
    refreshToken = <Refresh Token>

2. Instantiate a OAuth2RefreshTokenGrantConfig with the obtained credentials and initialize the connector with it.

   configurable string clientId = ?;
   configurable string clientSecret = ?;
   configurable string refreshToken = ?;
   
   OAuth2RefreshTokenGrantConfig auth = {
       clientId,
       clientSecret,
       refreshToken,
       credentialBearer: oauth2:POST_BODY_BEARER
   };
   
   final crmlists:Client crmListClient = check new (config = {auth});
   

Step 3: Invoke the connector operation

Now, utilize the available connector operations. A sample usecase is shown below.

Create a CRM List

OAuth2RefreshTokenGrantConfig auth = {
    clientId,
    clientSecret,
    refreshToken,
    credentialBearer: oauth2:POST_BODY_BEARER
};

public function main() returns error? {
    final Client hubspotClient = check new (config = {auth});

    // Define the payload for creating a quote
    json payload = {
        "name": "Test Quote",
        "hs_expiration_date": "2025-12-31",
        "hs_status": "DRAFT",
        "hs_owner_id": "<owner-id>",
        "hs_currency": "USD",
        "hs_total_amount": 1500,
        "hs_associated_deal_id": "<deal-id>"
    };

    // Send the request to create a quote
    http:Response response = check hubspotClient->/crm/v3/objects/quotes.post(payload); 

    // Print the response
    io:println("Response: ", response.getJsonPayload());
}

Examples

The HubSpot CRM Commerce Quotes connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:

1. Sales Analytics System

Build from the source

Setting up the prerequisites

1. Download and install Java SE Development Kit (JDK) version 21. You can download it from either of the following sources:

   • Oracle JDK
   • OpenJDK

   Note: After installation, remember to set the JAVA_HOME environment variable to the directory where JDK was installed.

2. Download and install Ballerina Swan Lake.

3. Download and install Docker.

   Note: Ensure that the Docker daemon is running before executing any tests.

4. Export Github Personal access token with read package permissions as follows,

   export packageUser=<Username>
   export packagePAT=<Personal access token>

Build options

Execute the commands below to build from the source.

1. To build the package:

   ./gradlew clean build

2. To run the tests:

   ./gradlew clean test

3. To build the without the tests:

   ./gradlew clean build -x test

4. To run tests against different environments:

   ./gradlew clean test -Pgroups=<Comma separated groups/test cases>

5. To debug the package with a remote debugger:

   ./gradlew clean build -Pdebug=<port>

6. To debug with the Ballerina language:

   ./gradlew clean build -PbalJavaDebug=<port>

7. Publish the generated artifacts to the local Ballerina Central repository:

   ./gradlew clean build -PpublishToLocalCentral=true

8. Publish the generated artifacts to the Ballerina Central repository:

   ./gradlew clean build -PpublishToCentral=true

Contribute to Ballerina

As an open-source project, Ballerina welcomes contributions from the community.

For more information, go to the contribution guidelines.

Code of conduct

All the contributors are encouraged to read the Ballerina Code of Conduct.

Useful links

• For more information go to the hubspot.crm.commerce.quotes package.
• For example demonstrations of the usage, go to Ballerina By Examples.
• Chat live with us via our Discord server.
• Post all technical questions on Stack Overflow with the #ballerina tag.