HUBSPOT

ARCHITECTURE I
PRACTICAL EXERCISE
WORKBOOK
 EXERCISE | Make a Developer and Test Account

This exercise requires you to create a developer account and a test account.

Make a Developer Account

1. Visit developers.hubspot.com and click Create developer account.

2. Click Create App Developer Account.
3. Type in your first name, last name, and email address used to log into your
HubSpot standard account.
a. You'll also be prompted to share your role. Select the title that best
represents your role and click Next.
4. Give your account a name. Then click Create.
5. Before continuing, you’ll need to enter the verification code sent to your email.

Make a Test Account

1. Once your developer account is created, you'll be given the option to Build
something for many, Build something for one account, or Test things out.
Click Test things out and then click Manage test accounts.
2. Click Create app test account, give your account a name, and then click Create.

3. To access and build out your test account, click on it and open it in a new tab. You
can use this test account to build and experiment with HubSpot Enterprise tools.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Manually Import Data Into HubSpot

This exercise requires you to complete a manual data import.

Choose Your Language

1. To generate data, open this spreadsheet.

2. Select your language and then click the Sheet 2 tab.

Complete Import Setup

1. Click the checkbox to use a custom deal pipeline, and click the checkbox to
use a custom ticket pipeline.
2. Scroll down and click the thumbs-up button to generate a CSV file.

3. Click Continue to authorize the script.

4. Select your Google Sheets login and click Continue to let HubSpot Dummy Data
access your Google account. The data will populate in Sheet 3 of the spreadsheet.

Download the File

1. Click File, Download, and select Comma Separated Value file as the
download format.

Import the File

1. Select Start an import and choose File from computer, One file, and
Multiple objects.
2. Select Contacts, Companies, Deals, and Tickets.
2. Select the CSV file you downloaded previously and upload it.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Manually Import Data Into HubSpot Continued

Map Properties

1. On the property mapping screen, verify that all columns are properly mapped.
a. Most columns will be pre-populated, but this information will not
necessarily be correct because some properties exist for multiple object
types. For example, lifecycle stage can be both a contact and company
property. In the list, you will see placeholder entries like ###CONTACT
PROPERTIES### to let you know which property type the following rows
should be mapped to.
2. Once all properties have been mapped, you should have four unmatched
columns remaining (the aforementioned placeholders).
3. Click the Don't import data in unmatched columns checkbox on the bottom right
and click Next.
4. On the next screen, name your import Your First and Last Name + HA Cert,
select your date format and confirm the contacts' consent to be contacted.

5. Click Finish import.

a. Once the process is complete, you should see your new contact, company,
deal, and ticket records in your account, assigned to the list of owners and
pipelines you specified on Sheet 2. Each record should be associated with
one of the other record types.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Create a Custom Object and Flexible Associations

This exercise requires you to create a custom object and flexible associations. Once
you complete these steps, you’ll build a pipeline and import new data to fill it.

Create A Custom Object

1. In your HubSpot account, click the gear icon in the top right corner. Scroll
down to the Data Management header and click on Data Model Overview.
2. Click the hyperlinked text create a custom object.
3. Give the custom object the singular name Shipment and plural name Shipments.
a. You can set the primary display property to Shipment ID Number and
select the property Number.
4. Click Create.

Create A Flexible Association

1. Click the Associations tab and then click Create new association.
2. In the dropdown, select Contacts and click Create.
3. Click create association label. In the association label text box, type Customer.
Then click Create.

Create A Pipeline

1. Click Create pipeline, name the pipeline Shipments, and click Create Pipeline.
2. Then create the stages of the pipeline. The stages should be: Received,
Processed, Shipped, and Delivered.
a. The first three stages should have an open status, and the last stage should
have a closed status.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Create a Custom Object and Flexible Associations
Continued

Import New Data

1. Click Data Model Overview and click Import.

2. Click Start an import and select File from computer.
3. Select One file and click Next, then select Multiple Objects and click Next.
4. Select Contacts and Shipments as the objects you want to import, and
click Next.
5. Download the Custom Object Import Data spreadsheet. Drag and drop the
spreadsheet into the gray box, and click Next.
6. Map the spreadsheet’s properties to the correct HubSpot properties.
a. You’ll see that Shipment ID Number is already mapped to the primary
display property.
b. For the Association column header, click the Import As dropdown and
select Association label.
i. Leave First Name, Last Name, and Email as they are.
ii. For Order Status, click the Import As dropdown, select Shipment
properties, and choose the HubSpot property HubSpot
Pipeline Stage.
c. Then click Next.
7. Select the checkbox to agree to the terms and conditions, and then click
Finish Import.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Install the Salesforce Integration

This exercise requires you to create a free Salesforce Developer account, configure
HubSpot account permissions for the integration user, configure the Salesforce
integration user, confirm type field visibility, and install the Salesforce integration.

Create a Free Salesforce Developer Account

1. Visit https://developer.salesforce.com/signup.
2. Click the Sign Up button on the right side of the page.
3. Create a username using an active email address.
4. Click Sign Me Up.
a. Check the email address you used for the username and open the
notification email from Salesforce.
b. Click the link in the email to choose a password for the Salesforce
Developer account.
5. Sign in to your Salesforce Developer account and use the Lighting edition to
complete the exercises.
a. Tip: make sure you’re logging into the developer account! If your URL
says test.salesforce.com, you’re not in the right place. Clear your cache and
go to login.salesforce.com to sign in.

Configuring HubSpot Account Permissions for the Integration User

1. In your HubSpot account, click the gear icon in the top right corner.
2. Select Users & Teams on the left and note the user's current permission set
under the Access header.
a. If the user has Super Admin permissions, they already have all the
required permissions.
b. If you need to make a change, click the Permission Sets tab and find
the user's permission set.
i. Click the Account tab, and toggle on Account Access to give
access to account configuration and user management tools.
ii. Then click Save.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Install the Salesforce Integration Continued
Configuring the Salesforce Integration User
1. In Salesforce, navigate to the left sidebar and click Profiles under the
Administration header.
2. Click the letter S and clone the Standard User Profile.
3. Give the profile a name and click Save.
4. Navigate to Permissions Sets underneath the Administration panel. If an existing
permission set contains the correct permissions, clone it. If not, create a new
view for an administrative permissions user profile.
a. To do this, click Permission Sets and then click Create New View.
b. Give this view a name, like HubSpot Permissions.
c. Search for the names of each setting you’d like to add. Start with API Enabled.
Select the setting, leave the operator set to equals, and change the value to True.
i. Repeat this process for View Setup and Configuration, Modify All Data,
and Modify Metadata Through Metadata API Functions.
d. Search for the names of the settings you want to be able to view. Click on
the setting and add it.
i. Repeat this process for View Setup and Configuration, Modify All
Data, and Modify Metadata Through Metadata API Functions.
e. Once you've added your settings, click Save.
5. Navigate to Roles under the Administration header and click Set Up Roles. You
should see the HubSpot profile appear at the top of the hierarchy above the
highest role, like a CEO or an Executive Director.
6. Click Add Role and set the label.
a. Set the role to report to your integration user profile and then click Save.
7. Navigate to Users under the Administration header.
a. Click New User and fill in the information. Since this is going to be used by the
HubSpot integration, you can make HubSpot some of the names and aliases.
The username needs to be formatted like an email address, so create a
dedicated email, like [email protected].
b. For the role, select the HubSpot Role.
c. For the user license, select Salesforce. If you’re prompted to buy a new license,
it might make more financial sense to make a systems administrator the
integration user.
d. For the profile, select the HubSpot Profile.
e. When you're finished, click Save. You've now created a HubSpot integration user.

The last Salesforce setting you need to check is that the type field is visible to all profiles.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Install the Salesforce Integration Continued
Confirm Type Field Visibility
1. In Salesforce, click the gear icon and select Setup.
2. In the left sidebar menu, navigate to Platform Tools, then Objects and Fields, and
then Object Manager.
3. In the list of objects, find and click Task. In the left sidebar menu, navigate to
Fields & Relationships.
4. In the list of fields, click Type, and then click Set Field-Level Security.
5. In the header row of the Field-Level Security for Profile table, select the Visible
checkbox. At the top, click Save.
a. You've now made the type field visible on the task page layout. If you don’t
confirm this setting, your Salesforce task info won’t sync.

Install the Salesforce Integration

1. In your HubSpot account, click Install app in the App Marketplace, then click
Log into Salesforce.
2. Click the link that says, Start the Salesforce package installation to begin. You may
need to log into Salesforce again.
3. Click Install for All Users to make the installation universal in your
Salesforce account.
4. Click Install and approve third-party access. Then, click Continue. The package
will take a few minutes to install.
5. When you receive confirmation that the installation is complete, click Done
in Salesforce.
6. Return to your HubSpot tab and click Next.
7. Click Add HubSpot to Salesforce and then click Next.
8. Accept the recommended setup and click Review settings.
9. Click Finish setup and begin syncing to complete the process.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Create a Private App and Make a Test Call

This exercise requires you to make a private app and use it to make a test call in
the developer docs.

Make a Private App

1. In HubSpot click the gear icon in the top right corner.
2. Under the Account Setup header, click Integrations and click Private Apps.
3. Click Create a private app.
4. Give your private app a name and make the description
“HubSpot Architecture I Test.”
5. Then click the Scopes tab.
6. Click the carat next to the CRM header and click the Read checkbox next
to crm.objects.companies.
7. Click Create app and continue creating.
8. Click View access token and then Copy.

Make a Test Call In The Developer Docs

1. In another tab, go to developers.hubspot.com and click API docs.
2. Scroll down to the CRM header, click the carat next to the CRM dropdown,
and click Companies.
3. Click the Endpoints tab and select the List endpoint under the Basic header.
4. Click Test call, select the Private app access token radio button, and paste
your private app access token into the text box.
5. Click Send request. The response should contain a list of the companies you
imported into your test account.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Setting Up Webhooks Using Workflows

This exercise requires you to build a mock API and use it to create a workflow
using webhooks.

Build the Mock API

1. Visit https://designer.mocky.io/ and click New Mock.
2. Paste this mock data into the HTTP response body:
{
"id": "451",
"properties": {
"createdate": "2022-04-07T12:58:20.053Z",
"email": "[email protected]",
"firstname": "Gary",
"hs_object_id": "451",
"lastmodifieddate": "2022-09-24T14:10:58.041Z",
"lastname": "Waffles"
}
}
3. Click generate my HTTP response. Please keep this tab open; you'll need to
copy the URL into your workflow.

Create A New Workflow

1. In your HubSpot account, click Automation and then click Workflows.
2. Select Create workflow and From scratch.
3. Select Contact-based workflow and start with a Blank workflow. Click Next.
4. Click Set up triggers. Then click Contact properties, search for Create date,
and click the radio button for Is Known.
5. Click the plus button underneath the trigger to add an action.
6. Search webhooks in the search box and click Send a webhook.
7. Select the GET method to get data from the external source and return it.
8. Copy the Mocky URL from your saved tab and paste it into the webhook
URL text box.
9. Click Test.
a. In the response, you can see if your request is successful and view the
data that the API sent back.

HubSpot Architecture I Practical Exercise Workbook

 EXERCISE | Install the HubSpot Tracking Code

This exercise requires you to install the HubSpot tracking code to an externally
hosted page.

Before installing the tracking code, keep the following in mind:

• You should not install multiple HubSpot tracking codes on one page. If there
are multiple HubSpot tracking codes installed, the first one to load on the
page will fire; any subsequent HubSpot tracking codes will not load.
• If your IT admin or web developer is installing the code, they must have
a HubSpot user account.
• If you're using a single-page application, check out the developer’s
documentation to set up tracking.
• If you're hosting entire domains or subdomains externally, you must also
add your domain(s) and/or subdomain(s) to your settings in HubSpot.
• The tracking code is not supported on AMP sites.

Install the Tracking Code

1. In your HubSpot account, click the settings icon in the main navigation bar.
2. Navigate to your Tracking & Analytics settings.
a. In accounts that only have access to Marketing Hub Starter or HubSpot’s
free tools, navigate to Tracking Code in the left sidebar menu.
b. For all other subscriptions, navigate to Tracking & Analytics and then
Tracking code in the left sidebar menu.
3. In the Embed code section, click Copy or click Email to my web developer to
send the tracking code to the team member who will be installing it on your site.
4. Install the tracking code on your website. The exact steps you’ll take here will
depend on the platform you're using to host your website. Refer to their
documentation for the most updated tutorials.

HubSpot Architecture I Practical Exercise Workbook