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Hubspot Pack basics

Find info on installing, connecting to, and using the HubSpot Pack in Coda


The HubSpot Pack allows you to seamlessly connect two of your favorite tools: Coda and HubSpot. Create convenient tables of HubSpot data, such as companies, contacts, deals, and even custom objects. You can even filter and customize these tables, so you have just the data you need, right where you need it. And with two-way sync, you can edit this HubSpot data directly from your doc, ensuring everything stays in sync. Continue reading to learn about installing and using this Pack.

 

Within this article, you’ll find...

 

Install the HubSpot Pack

Before installing the Hubspot Pack in your Coda doc, you’ll need to ensure the following steps are completed:

  1. Toggle on the “App Marketplace Access” setting in Hubspot. Toggling this on enables users to connect to apps from the HubSpot Marketplace. Coda is considered one of these apps.

  2. Confirm that the user who will be connecting their account to the Pack has access to all requested scopes of the Pack in HubSpot. If not, the installation will fail and they will be directed to an error page. If the user sees this permissions error page, you’ll need to have a user with a Super Admin role in HubSpot connect to the Pack instead.
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    To see the requested scopes, see the HubSpot Pack’s security tab on its Pack listing page, under Security features > Only the data specified, and no more > Data categories.

     

After the above settings are enabled, you can install the HubSpot Pack in any Coda doc. To do so, just follow these steps:

  1. On any blank line in your doc’s canvas, type a forward slash, followed by “HubSpot” (e.g. /HubSpot)

  2. From the drop-down menu, select HubSpot (under the More Packs header)

  3. Then click the Add to doc button in the upper right.

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That's it - the HubSpot Pack is now installed. To start putting it to use, check out the following section.

 

 

Put the HubSpot Pack to use

Once you’ve installed the Pack, you’re ready to start using any of its many building blocks. Specifically, you can sync in any of the following data:

  • Companies

  • Contacts

  • Deals

  • Tickets

  • Leads

  • Users

  • Properties metadata

  • Custom objects

This Pack also offers several buttons that allow you to take action in HubSpot without leaving your Coda doc.

💡 For the most up-to-date resource on all building blocks included in the HubSpot Pack - plus additional info about each - check out the Pack listing page.

To view all available building blocks and start adding them to your doc, follow these steps:

  1. Click on Insert in the upper right corner of your doc

  2. Select Packs

  3. Under Installed Packs, select HubSpot

  4. Scroll through the Building blocks tab to see all the ways you can start using the Pack. You’ll see templates, tables, and buttons.

  5. To add a building block, click and drag it from the list onto the canvas of your doc.

    1. Tip: For buttons, you can even drag them directly onto a table to create a button column.

  6. When you first add a building block to your doc, you will be prompted to connect to your HubSpot account in order to access that data. Follow the prompts to connect your account. If this is your first time connecting to the HubSpot Pack, you'll be prompted to sign in to your HubSpot account first.

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📣 If you need a refresher on connecting to Pack accounts, check out this article.


 

 

Examples, tips, and tricks

While there are many different applications of the HubSpot Pack in Coda, we have highlighted a few of the more common options below.
 

Sync in custom objects

You may also want to pull in data about custom objects into your Coda doc.

To do so, access the HubSpot Pack by clicking on Insert in the upper right, selecting Packs, and clicking into the HubSpot Pack. Under Tables, expand the Custom Object. If you haven’t yet connected your HubSpot account, you’ll be prompted to do so.

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All available custom objects will appear in the dropdown. You can add the custom object table to your doc by dragging and dropping it to the canvas. You can adjust any of the sync settings for the table in the right-hand panel if needed, then click Sync now.

You can always change the settings of the table by clicking on the down arrow in the upper right corner (next to Refresh), then selecting Settings. If needed, use the Sync more properties button here to change which properties are synced into Coda. Learn more about sync table settings here.
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Send data from Coda to HubSpot

Coda’s HubSpot Pack supports two-way sync - meaning that in addition to syncing in data from HubSpot to Coda, you can also send data from Coda to HubSpot.

You can send this data in one of two ways: via buttons or via two-way sync tables.

Note that two-way sync is currently only supported for Companies, Contacts, Deals, Tickets, and Leads.

Using two-way sync tables

Two-way sync tables are typically the easiest way to send data from Coda to HubSpot. With these tables, you can sync data (such as Companies) from HubSpot into a Coda table, make edits directly to the Coda table, and have those edits automatically sent back to HubSpot.

To set up a two-way sync table, simply follow these steps:

  1. Navigate to the Pack in your doc by clicking on Insert, then Packs, then selecting the HubSpot Pack

  2. In the list of Tables, choose the data type you need (e.g. Companies, Contacts, Leads, etc.). Drag and drop this table into the canvas of your doc.

  3. In the options panel for the table (on the right side of your screen), find the Two-way sync section and toggle on the Allow two-way edits setting.

  4. If you prefer for edits in Coda to be sent immediately to HubSpot, also toggle on the Send edits immediately option.

    1. If you leave this setting toggled off, edits in Coda will only be pushed to HubSpot when someone clicks the Send edits button or when the next table refresh occurs.

  5. Make any other necessary adjustments to the table settings, such as changing the refresh rate (manual, daily, or hourly).

hubspot pack - enable two-way sync.gif

That’s it! You have now successfully created a two-way sync table of your HubSpot data. You can repeat the process above to create sync tables of other data types if needed.

Using buttons

If you don’t wish to use two-way sync tables, you can instead use buttons. Buttons are especially useful if you wish to create new objects from Coda, since two-way sync tables only support updating of existing objects.

As you’ll see on the Pack listing page, this Pack currently offers a number of buttons that allow you to Create or Update various data types in HubSpot. For example, the Pack contains both a Create contact and Update contact button.

Each object (e.g. company, contact, deals, product, etc.) has slightly different needs to configure the button. The example below will walk through how to set up the Create company button column. And if you prefer to learn by watching, check out this video walkthrough.

To set up the Create company button:

  1. Add a new column to your existing table

  2. When prompted to choose a column type, enter HubSpot in the search bar

    1. If you aren’t seeing any results after searching, this may be because the HubSpot Pack is not yet installed in the doc. Refer to the section above on installing the Pack.

  3. Choose the Create company button from the list of options

  4. Choose the Mode for the button. Select Private if you want each person who clicks this button to use their own HubSpot account. Select Shared if you want each person who clicks the button to use the designated shared HubSpot account.

  5. Select or add a HubSpot account that will be used to perform the update (whenever the button is clicked).

  6. In the Name field, enter the name of the new company. You can either...

    1. Write a formula in this field to dynamically pull the name from the current table (for instance, thisRow.Name) or elsewhere in the doc. Simply type = into this field to open the formula editor.

    2. Add a static value.

  7. Next, you can designate which specific properties of the HubSpot object you wish to add to the new company. Click on the +Add more button, choose Additional options, then click +Add again. This will allow you to start listing property names and values.

    1. Click into the dropdown to select the property, then enter the desired value in the corresponding field.

    2. You can even write a formula in the value field, so that the value is generated dynamically. Just type the equal symbol (=) into this field to open the formula builder.

    3. Keep clicking the +Add button as needed to add more sets of properties and values.

💡 Tip: Prefer to write your own button action formula, rather than use the button builder? No problem! Just click the cursive “f” towards the top of the button configuration to switch to the formula editor. You’ll then use the CreateCompany() formula and fill in the fields as directed. There are some syntax points to be aware of:

  1. Property names should be lowercase

  2. If the property name has a space, use an underscore in its place. For example, “About us” becomes “about_us”

That’s all! You can now press the button to create a new company in HubSpot. We recommend testing it out to ensure it's working as intended.

 


 

FAQs

What building blocks does the HubSpot Pack include?

The HubSpot Pack currently includes 8 different sync table types (Companies, Contacts, Deals, Tickets, Leads, Users, Properties metadata, and Custom objects) and 10 button types (Create and Update buttons for various object types). To see a full list - including details about each building block - check out the Pack listing page.

Why am I getting an error that says, “this account doesn't have access to the scopes required by the app” when trying to connect my HubSpot account?

The HubSpot Pack requires certain scopes to successfully connect to HubSpot. If the HubSpot account being used to connect to the Pack does not have access to these scopes in HubSpot, the connection will fail and you will see this error message. In such cases, you will typically need to have a HubSpot Super Admin - with full access to all required scopes - connect their HubSpot account to the Pack instead. Learn more in the Install the HubSpot Pack section above.

Can I edit HubSpot data directly in Coda and have these updates sent back to HubSpot?

Yes - the HubSpot Pack supports two-way sync, meaning you can edit your HubSpot data directly from Coda while keeping everything in sync. Check out the Send data from Coda to HubSpot section above to learn more.

 


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