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HubSpot Developer Setup Notes

Jul 29, 2024

HubSpot Developer Setup Overview

Introduction

  • Speaker: Denson, Developer at HubSpot
  • Focus: Steps to take before writing the first line of code
  • Key topics:
    • HubSpot Developer Account
    • Test Accounts
    • Installation of tools

1. Creating a Developer Account

  • Visit: developers.hubspot.com
  • Click on Create an App Developer Account
  • After creating, you’ll see a banner confirming it's an app developer account

Test Accounts

  • Navigate to Manage Test Accounts
  • Test accounts come with 90-day trials for Enterprise features.
  • You can create and renew these accounts.

2. Installing VS Code

  • Recommended text editor: Visual Studio Code (VS Code)
  • Download and install VS Code (DMG file for macOS)
  • Familiarize with:
    • File directory (left panel)
    • Search and source control integration

Installing Extensions

  • HubSpot Extension: for interacting with your HubSpot account
  • Prettier: formats your code neatly
  • To format a document, use Shift + Command + P and select Format Document.

3. Installing Node.js

  • Node.js is a JavaScript runtime environment, allowing server-side application development.
  • Install Node.js via the installation package.
  • Verify installation by opening the terminal in VS Code and typing node -v.

4. Installing HubSpot CLI

  • The HubSpot CLI allows you to interact with your HubSpot account.
  • Install via command line: npm install -g @hubspot/cli (global) or npm install @hubspot/cli (local).
  • Alternatively, install through the HubSpot extension in VS Code.
  • Confirm installation with hs -v for version number.

Initializing the HubSpot CLI

  • Use hs init to connect to your HubSpot account.
  • Authenticate your account through a browser window and generate a personal access key.
  • This will create a config.yml file with account details in your project folder.

5. Creating a Private App

  • In HubSpot, navigate to: Settings > Integrations > Private Apps
  • Create a new private app, define scopes according to needs (e.g. CRM or UI extension).
  • You can edit the app later to adjust scopes if necessary.

Conclusion

  • Recap of Steps:
    • Created developer and test accounts
    • Installed VS Code, Node.js, and HubSpot CLI
    • Authenticated the CLI and created a private app
  • Additional Resources:
    • Links to other videos and resources provided in the description
  • Encouragement to ask questions in comments.

Reminder

  • Consider installing Postman as well for API testing (Link to video is mentioned).

Enjoy coding with HubSpot!