Prerequisites for the HubSpot connector in Jitterbit Integration Studio

Introduction

To use the HubSpot connector, you must have a HubSpot private app, the appropriate scope permissions, and an access token.

Instructions

These are the instructions for creating a private app, setting the appropriate scope permissions, and obtaining an access token in HubSpot.

1. Create a HubSpot private app.

   When configuring scopes for your private app, you must have the read permission enabled for the crm.objects.owners scope. Otherwise, the HubSpot connection won't be successful.

   Depending on the activity, you must set permissions for the scopes associated with the objects you intend to interact with:

   HubSpot Activity	Object	Scope
   Search	Companies	crm.objects.companies and crm.schemas.companiesset to read
   	Contacts	crm.objects.contacts and crm.schemas.contacts set to read
   	Deals	crm.objects.deals and crm.schemas.deals set to read
   	Line_Items	crm.objects.line_items and crm.schemas.line_items set to read
   	Products	accounting set to request
   	Quotes	crm.objects.quotes and crm.schemas.quotes set to read
   	Tickets	tickets set to request
   Create, Update, or Delete	Companies	crm.objects.companies crm.schemas.companies set to write
   	Contacts	crm.objects.contacts crm.schemas.contacts set to write
   	Deals	crm.objects.deals crm.schemas.deals set to write
   	Line_Items	crm.objects.line_items crm.schemas.line_items set to write
   	Products	accounting set to request
   	Quotes	crm.objects.quotes crm.schemas.quotes set to write
   	Tickets	tickets set to request

   For example, to interact with the Companies object in the Search activity, these should be the scope permissions set:

   

2. Find the private app's access token and retain it for configuring a HubSpot connection.

   For more detailed instructions on creating a private app and obtaining its access token, see HubSpot's documentation on Private Apps.