HubSpot

Connecting to HubSpot

For an overview of the connector, please refer to the following link.

• Connecting to DB/SaaS

Dashboard

1. Create a Connector

   Select the “Connectors” tab on the top page and press the “Create” button.

   
2. Enter HubSpot Credentials

   Select HubSpot and press the sign-in button.

   

   After entering the information, press the Create button to complete the creation. If there are any errors, please check the connection details again.

3. Retrieve access_token from the Created Connector

   Once created successfully, you can retrieve the connector name from the list.

   Use the dedicated function to input the connector name in the Python code and retrieve the access_token.

   Python

   import morph
   from morph import MorphGlobalContext
   from morph_lib.api import get_auth_token
   
   
   @morph.func
   def main(context: MorphGlobalContext):
       access_token = get_auth_token("connection_name")
       # ↓↓↓ Process using access_token ↓↓↓
   

Local Version

For the local version, you need to directly write the credentials in ~/.morph/connections.yml. For other methods, please create them in the dashboard.

1. Edit connections.yml

   If the file does not exist in ~/.morph/connections.yml, create it beforehand and then edit it.

   shell

   mkdir ~/.morph
   touch ~/.morph/connections.yml
   

   connections:
     hubspot-connection: # Unique arbitrary name
       type: hubspot # Fixed
       method: hubspot_oauth # Fixed
       refresh_token: str
       client_id: str
       client_secret: str
       redirect_uri: str
       access_token: str # Optional
   
2. Use the Connector in Code to Retrieve Data

   Use the dedicated function to input the connector name in the Python code and retrieve the access_token.

   Python

   import morph
   from morph import MorphGlobalContext
   from morph_lib.api import get_auth_token
   
   
   @morph.func
   def main(context: MorphGlobalContext):
       access_token = get_auth_token("connection_name")
       # ↓↓↓ Process using access_token ↓↓↓
   

The access_token refresh is a dashboard feature, so the one specified will always be used in the local environment.

When actually specifying the connector and executing the file, the priority is as follows: Also, note that only connectors created in the dashboard can be used in environments where morph deploy is performed.

1. Connectors listed in ~/.morph/connections.yml on the local machine
2. Connectors registered in the cloud