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Introduction

Qobra connects to Hubspot through an application, which needs to be installed via an Oauth check.

The integration is used to synchronize tables from Hubspot, with their fields and their content. The application supports both standard and custom objects from the CRM. This integration is readonly and does not write anything in your Hubspot.

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Access

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Oauth authentication & scopes

To connect your Hubspot to Qobra, you’ll need to go through an Oauth flow, granting us access to several scopes:

  • crm.objects.companies.read
  • crm.schemas.companies.read
  • crm.objects.contacts.read
  • crm.schemas.contacts.read
  • crm.objects.deals.read
  • crm.schemas.deals.read
  • crm.objects.owners.read
  • crm.objects.custom.read (optional)
  • crm.schemas.custom.read (optional)
  • crm.objects.goals.read (optional)
  • e-commerce (optional)

You’ll find more information about Hubspot application scopes here.

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Synchronization

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Incremental synchronization

This integration is an incremental synchronization. This means that all imports are based on each record last modified date, and that we only refresh what has been modified in the system since the previous import. When an import is launched, we thus refresh all records that have been modified since the start of the last successful import.

Once we have refresh range, synchronization work is split and parallelized in smaller tasks for performance enhancement. The synchronization tasks are split according to the last modified date.

It is important to note that Qobra admin can manually trigger complete synchronization in the application.

For Hubspot, we base this synchronization on the lastModifiedDate field, present in each table.

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Supported tables

You’ll find here all tables supported by the Qobra integration.

TablesName fieldCurrency fieldJointures
Dealsdealnamedeal_currency_codeCompanies, Contacts
Companiesname
Line Itemsnamehs_line_item_currency_codeDeals
Meetingshs_meeting_titleCompanies, Deals
Callshs_call_title
Emailshs_email_subject
Taskshs_task_subject
ContactsemailCompanies, Meetings
Goals (optional)hs_goal_name
Custom tables (optional)primaryDisplayProperty

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Supported types

You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.

Hubspot typeQobra type
numberamount, number
useruser
stringstring
enumerationpicklist, user
boolbool
datetimedate
datedate

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Custom querying

With this integration, you can apply a custom query to your table synchronization, to avoid synchronizing too much information, consequently making synchronization quicker.

Custom queries are based on the hubspot API where conditions. For instance, you could add a custom query like below to filter your Deal table on stage field.

{
  "propertyName": "dealstage",
  "operator": "IN",
  "values": ["appointmentscheduled", "contractsent", "qualifiedtobuy"]
}

Contact Qobra support for more information.

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