EasyHubspot
This is a lightweight wrapper for the Hubspot API. It is designed to be easy to use and to provide a simple setup for the most common use cases.
This gem utilizes the v3
hubspot-api
CRM Objects
-
Contacts
-
Deals
-
Products
-
Line Items
-
Error Handling
Dependencies
Compatibility
ruby >= 2.6.10
rails >= 6.0
Installation
Add this line to your application's Gemfile:
gem 'easy_hubspot'
Usage
Add the following to your config/initializers/easy_hubspot.rb
file:
EasyHubspot.config do |c|
c.access_token = 'YOUR API KEY'
c.base_url = 'https://api.hubapi.com/'
end
Or run the generator:
rails g easy_hubspot:install
Contacts
Please refrence the hubspot docs
# Create a contact
# required: body
# returns: parsed hubspot contact
EasyHubspot::Contact.create_contact(properties: { email: '', firstname: '', lastname: '' , etc: ''})
# Update a contact
# required: contact_id, body
# - contact_id: can be a hubspot contact_id or email
# returns: parsed hubspot contact
EasyHubspot::Contact.update_contact(123, properties: { email: '', firstname: '', lastname: '' , etc: ''})
# Get a contact
# required: contact_id
# - contact_id: can be a hubspot contact_id or email
# returns: parsed hubspot contact
EasyHubspot::Contact.get_contact(123)
# or
EasyHubspot::Contact.get_contact('test@gmail.com')
# Get all contacts
# returns: parsed hubspot contacts
EasyHubspot::Contact.get_contacts
# Delete a contact
# required: contact_id
# - contact_id: can be a hubspot contact_id or email
# returns: {status: 'success'}
EasyHubspot::Contact.delete_contact(123)
# or
EasyHubspot::Contact.delete_contact('test@gmail.com')
# Update or Create a contact
# required: email, body
# returns: parsed hubspot contact
EasyHubspot::Contact.update_or_create_contact(properties: { email: '', firstname: '', lastname: '' , etc: ''})
# Parse hubspot contact example
{:id=>"701",
:properties=>
{:createdate=>"2023-02-08T20:10:36.858Z",
:email=>"amber_becker@quigley.io",
:firstname=>"Amber",
:hs_content_membership_status=>"inactive",
:hs_is_contact=>"true",
:hs_is_unworked=>"true",
:hs_object_id=>"701",
:hs_pipeline=>"contacts-lifecycle-pipeline",
:lastmodifieddate=>"2023-02-14T18:24:07.654Z",
:lastname=>"Quigley",
:lifecyclestage=>"lead"},
:createdAt=>"2023-02-08T20:10:36.858Z",
:updatedAt=>"2023-02-14T18:24:07.654Z",
:archived=>false}
Deals
# Create a deal
# required: body
# returns: parsed hubspot deal
EasyHubspot::Deal.create_deal(properties: { dealname: '', amount: '', etc: ''})
# Update a deal
# required: deal_id, body
# - deal_id: must be a hubspot deal_id
# returns: parsed hubspot deal
EasyHubspot::Deal.update_deal(123, properties: { dealname: '', amount: '', etc: ''})
# Get a deal
# required: deal_id
# - deal_id: must be a hubspot deal_id
# returns: parsed hubspot deal
EasyHubspot::Deal.get_deal(123)
# Get all deals
# returns: parsed hubspot deals
EasyHubspot::Deal.get_deals
# Delete a deal
# required: deal_id
# - deal_id: must be a hubspot deal_id
# returns: {status: 'success'}
EasyHubspot::Deal.delete_deal(123)
Products
Please refrence the hubspot docs
# Create a product
# required: body
# returns: parsed hubspot product
EasyHubspot::Product.create_product(properties: { name: '', price: '', etc: ''})
# Update a product
# required: product_id, body
# - product_id: must be a hubspot product_id
# returns: parsed hubspot product
EasyHubspot::Product.update_product(123, properties: { name: '', price: '', etc: ''})
# Get a product
# required: product_id
# - product_id: must be a hubspot product_id
# returns: parsed hubspot product
EasyHubspot::Product.get_product(123)
# Get all products
# returns: parsed hubspot products
EasyHubspot::Product.get_products
# Delete a product
# required: product_id
# - product_id: must be a hubspot product_id
# returns: {status: 'success'}
EasyHubspot::Product.delete_product(123)
Line Items
Please refrence the hubspot docs
# Create a line item
# required: body
# Use hs_product_id property to base on an existing product
# returns: parsed hubspot line item
EasyHubspot::LineItem.create_line_item(properties: { quantity: '', hs_product_id: '', etc: ''})
# Update a line item
# required: line_item_id, body
# - line_item_id: must be a hubspot line_item_id
# returns: parsed hubspot line item
EasyHubspot::LineItem.update_line_item(123, properties: { quantity: '', etc: ''})
# Get a line item
# required: line_item_id
# - line_item_id: must be a hubspot line_item_id
# returns: parsed hubspot line item
EasyHubspot::LineItem.get_line_item(123)
# Get all line items
# returns: parsed hubspot line items
EasyHubspot::LineItem.get_line_items
# Delete a line item
# required: line_item_id
# - line_item_id: must be a hubspot line_item_id
# returns: {status: 'success'}
EasyHubspot::LineItem.delete_line_item(123)
Multiple Access Tokens
If you need to choose your access token at call time, you can pass the access token as an argument to class methods as follows:
# Finds the contact using the access token provided at call time instead of the one set during initialization
EasyHubspot::Contact.get_contact(123, different_access_token)
Development
After checking out the repo, run bin/setup
to install dependencies. Then, run rake spec
to run the tests. You can also run bin/console
for an interactive prompt that will allow you to experiment.
To install this gem onto your local machine, run bundle exec rake install
. To release a new version, update the version number in version.rb
, and then run bundle exec rake release
, which will create a git tag for the version, push git commits and the created tag, and push the .gem
file to rubygems.org.
Contributing
Bug reports and pull requests are welcome on GitHub at https://github.com/oroth8/easy_hubspot.
License
The gem is available as open source under the terms of the MIT License.