To run Postman Flows templates that use HubSpot, you need to set up authorization between HubSpot and Postman. You can do this by creating a private app in HubSpot and storing its access token as an environment variable in Postman.
If you plan to use flow templates that use HubSpot with Stripe, more configuration is required. See Create custom properties for Stripe.
Before you get started, you need:
To create and configure a private HubSpot app to use with Postman Flows, do the following:
Log in to your HubSpot account.
Navigate to Settings > Integrations > Private Apps, and then select Create a private app. For detailed instructions, see the HubSpot documentation.
Select the Scopes tab, and then select Add new scope.
Select the checkboxes for the following scopes, based on the HubSpot events you want the flow to access:
Events | Scope |
---|---|
New contacts, form submissions | crm.objects.contacts.read |
New deals | crm.objects.deals.read |
New tickets | tickets |
Select Update.
Select the checkboxes for the following subscriptions, based on the HubSpot events you want the flow to access:
Events | Scope |
---|---|
New contacts, form submissions | contact.creation |
New deals | deal.creation |
New tickets | ticket.creation |
Select Create app.
After your app is created, select the app and navigate to Auth.
Select Show token to reveal your app's access token. Select Copy, and then save it as a variable in your Postman environment named HubSpot_Access_Token
.
To configure HubSpot to process data from Stripe, create new properties in HubSpot based on the flows you plan to run.
To configure HubSpot to process data from Stripe about new customers, do the following:
In HubSpot, navigate to Settings > Properties.
Select Contact properties > Create property.
Create the following custom property:
Property name | Field type |
---|---|
stripe_id | Single-line text |
To configure HubSpot to process data from Stripe about new subscriptions, do the following:
In HubSpot, navigate to Settings > Properties.
Select Contact properties > Create property.
Create the following custom property:
Property name | Field type |
---|---|
stripe_id | Single-line text |
Navigate to CRM > Lists > Create List.
Select Static list. Enter a name for the list and then save.
After saving, open the list details and locate the List ID.
Copy the ID, and then save it as a variable named HubSpot_Contact_List_ID
in your Postman environment.
To configure HubSpot to process data from Stripe about new invoices, do the following:
In HubSpot, navigate to Settings > Properties.
Select Contact properties > Create property.
Create the following custom property:
Property name | Field type |
---|---|
stripe_customer_id | Single-line text |
Select Deal properties > Create property.
Create the following custom properties:
Property name | Field type |
---|---|
stripe_collection_method | Single-line text |
stripe_currency | Single-line text |
stripe_period_end | Date picker |
stripe_period_start | Date picker |
stripe_total | Number |
stripe_customer_email | Single-line text |
To configure HubSpot to process data from Stripe about new subscriptions, do the following:
In HubSpot, navigate to Settings > Properties.
Select Contact properties > Create property.
Create the following custom property:
Property name | Field type |
---|---|
stripe_id | Single-line text |
To configure HubSpot to process data from Stripe about new payments, do the following:
In HubSpot, navigate to Settings > Properties.
Select Contact properties > Create property.
Create the following custom properties:
Property name | Field type |
---|---|
stripe_id | Single-line text |
stripe_customer_id | Single-line text |
stripe_currency | Single-line text |
stripe_amount | Number |
After you've completed your HubSpot configuration, you can return to the flow template or set up authorization for another integration in Postman.
Last modified: 2024/12/06