NotSoEasyHubspot

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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

Dependencies

Compatibility

  • ruby >= 2.6.10
  • rails >= 6.0

Installation

Add this line to your application's Gemfile:

gem 'not_so_easy_hubspot'

Usage

Add the following to your config/initializers/not_so_easy_hubspot.rb file:

NotSoEasyHubspot.config do |c|
  c.access_token = 'YOUR API KEY'
  c.base_url = 'https://api.hubapi.com/'
end

Contacts

Please refrence the hubspot docs

# Create a contact 
  # required: body 
  # returns: parsed hubspot contact
  NotSoEasyHubspot::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
  NotSoEasyHubspot::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
  NotSoEasyHubspot::Contact.get_contact(123)
# or
  NotSoEasyHubspot::Contact.get_contact('[email protected]')

# Get all contacts 
# returns: parsed hubspot contacts
  NotSoEasyHubspot::Contact.get_contacts

# Delete a contact 
# required: contact_id 
# - contact_id: can be a hubspot contact_id or email
# returns: {status: 'success'}
  NotSoEasyHubspot::Contact.delete_contact(123)
# or 
  NotSoEasyHubspot::Contact.delete_contact('[email protected]')

# Update or Create a contact
# required: email, body 
# returns: parsed hubspot contact
  NotSoEasyHubspot::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=>"[email protected]", 
  :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
  NotSoEasyHubspot::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
  NotSoEasyHubspot::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
  NotSoEasyHubspot::Deal.get_deal(123)

# Get all deals
# returns: parsed hubspot deals
  NotSoEasyHubspot::Deal.get_deals

# Delete a deal
# required: deal_id
# - deal_id: must be a hubspot deal_id
# returns: {status: 'success'}
  NotSoEasyHubspot::Deal.delete_deal(123)

Error Handling

def call
  begin
    NotSoEasyHubspot::Contact.create_contact(body)
  rescue NotSoEasyHubspot::HubspotApiError => e
    # handle error code
    # e.message = 'Contact already exists. Existing ID: 801'
    Rails.logger.info(e.message)
  end
end

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rspec 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/not_so_easy_hubspot.

License

The gem is available as open source under the terms of the MIT License.