ECA: HubSpot
This module enables the automation of HubSpot CRM operations directly within Drupal using ECA models. It allows you to visually manage and manipulate CRM data such as contacts, companies, deals, leads, tickets, notes, and tasks, as well as their associations and pipeline stages.
This module allows you to automate HubSpot CRM operations within Drupal ECA models. Manage contacts, companies, deals, leads, tickets, notes, and tasks using ECA's visual workflow builder.
Features
CRM Object Management
- Contacts: Create, update, retrieve, delete, and search contact records
- Companies: Create, update, retrieve, delete, and search company records
- Deals: Create, update, retrieve, delete, and search sales opportunities
- Leads: Create, update, retrieve, delete, and search lead records
- Tickets: Create, update, retrieve, delete, and search support tickets
- Notes: Create, update, retrieve, delete, and search activity notes
- Tasks: Create, update, retrieve, delete, and search activity tasks
Association Management
- Associate Objects: Create relationships between any CRM objects
- Disassociate Objects: Remove relationships between CRM objects
- Get Associations: Retrieve all associated objects for a given record
Pipeline Management
- List Pipelines: Query available pipelines for deals, tickets, or leads
- Get Pipeline: Retrieve pipeline details including stages and configuration
Installation
Install API module
You will need to install the HubSpot API module and configure your app API keys at /admin/config/services/hubspot-api before using ECA: HubSpot actions. You will need to create an app in HubSpot with the necessary scopes to read and/or write the data you want to access with these ECA actions.