Creating an extended integration for HubSpot users – oomnitza

Let Oomnitza be your single source of truth!

You'll get complete visibility of your users and SaaS users as data from HubSpot is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and HubSpot in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

Configurable dashboards and list views of key user information
Configurable reports to share information about your users with your colleagues and management
Configurable workflows that you can easily create such as:
- Workflows for creating and updating user records
- Workflows for getting user record details
- Workflows for deleting user records

Before you start

Best practice
For the integration with Oomnitza, create a dedicated user account.

To stream HubSpot data into Oomnitza, you must add your OAuth 2.0 credentials to the vault in Oomnitza.

To add your credentials in Oomnitza, you'll need the following information:

Client ID
Client secret
Scope

Tip
Don't forget to keep a copy of your client secret.

Useful links

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and HubSpot, complete these steps:

Log into Oomnitza.
Click Settings > Credentials, and then click Add new credential (+).
Add the information details.
Click the AUTHORIZATION tab.
Select OAuth 2.0 as the authorization type.
From the SaaS list, select HubSpot. HubSpot OAuth 2.0.
Enter your client ID and client secret.
Enter the scope or set of permissions. You can enter multiple scopes separated by blank spaces. The scope must include content actions oauth settings.users and the scopes that you used when you configured the integration with HubSpot.
Sample
content actions oauth settings.users.write settings.users.read settings.users.teams.write settings.users.teams.read
Click Authenticate.
Click CREATE.

You use the credentials that you added to create and customize your integrations with Oomnitza.

Info and connect details

From the menu, click Settings.
On the Integrations page, scroll down to the Extended section for User Integrations.
Click NEW INTEGRATION.
In the New User Integration sidebar, click HubSpot.
To integrate Oomnitza with the HubSpot User Load, click APPLY and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed from HubSpot to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See Access error logs.

Enter a descriptive name for the integration such as HubSpot Users. That'll be the name of the user integration tile that is shown on the Integrations page.
From the User Selection list, select User plus SaaS User.
From the installation type list, select Cloud.
From the Credentials list, select the credentials from the Oomnitza vault.
From the Integration Preferences list, select Update only.
Enter the name of the user of the integration.
Click Next.

Mappings

Map the HubSpot fields to Oomnitza fields and create custom mappings to get the user information that you need.

Standard HubSpot to Oomnitza mappings

The following fields can be mapped to Oomnitza:

Connector Sync Time
Email
Id. To use workflows, you must map the "HubSpot Id field" to the "hubspot user id" field.
Primary Team Id
Role Id
Secondary Team Ids

Before you click NEXT, complete these actions:

Choose a user role, such as the Employee role.
Create a sync key such as Email.

Want to map more HubSpot fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

Schedule

By default, HubSpot user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

Configure your schedule.
Click FINISH.

Result

A new tile is created for the integration on the Integrations page.

What to do next

If you want to see what information is collected now, click the tile on the Integrations page and click RUN.

Figure: Mock-up for illustration purposes

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings.

To reduce costs by automating repetitive and complex tasks, take advantage of the built-in presets.

Use API presets to create user workflows

Complete these steps:

Click Software > Workflow > SaaS user Role.
Click Add (+). A Begin and End block is automatically added to the workspace.
Enter a name and description.
Click the Blocks tab.
In the Integrations section, drag and drop the API block into the workspace.
Click Edit on the API block.
Enter HubSpot to search for the presets.
Select a preset:
- HubSpot Create User. You'll be prompted to select credentials, enter the user's email address, and enter a welcome message.
- HubSpot Update User. You'll be prompted to select credentials, enter the user's role ID, and the primary team ID.
- HubSpot Get User Details. You'll be prompted to select credentials, enter the user's role ID, and the primary team ID.
- HubSpot Delete Users. You'll be prompted to select credentials.
Configure and save your changes.
Edit the Begin block to schedule and add rules to trigger the workflow.
Connect the blocks.
Validate, launch, and save your workflow.

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets and users, learn how to:

Configure dashboards for your assets
Configure custom reports
Configure workflows for automating complex and repetitive tasks

See Getting started