HubSpot prerequisites¶
Introduction¶
To use the HubSpot connector, you must have a HubSpot private app, the appropriate scope permissions, and an access token.
Note
The HubSpot connector does not support HubSpot public apps.
Instructions¶
These are the instructions for creating a private app, setting the appropriate scope permissions, and obtaining an access token in HubSpot.
-
Create a HubSpot private app.
When configuring scopes for your private app, you must have the
read
permission enabled for thecrm.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
andcrm.schemas.companies
set toread
Contacts crm.objects.contacts
andcrm.schemas.contacts
set toread
Deals crm.objects.deals
andcrm.schemas.deals
set toread
Line_Items crm.objects.line_items
andcrm.schemas.line_items
set toread
Products accounting
set torequest
Quotes crm.objects.quotes
andcrm.schemas.quotes
set toread
Tickets tickets
set torequest
Create, Update, or Delete Companies crm.objects.companies
crm.schemas.companies
set towrite
Contacts crm.objects.contacts
crm.schemas.contacts
set towrite
Deals crm.objects.deals
crm.schemas.deals
set towrite
Line_Items crm.objects.line_items
crm.schemas.line_items
set towrite
Products accounting
set torequest
Quotes crm.objects.quotes
crm.schemas.quotes
set towrite
Tickets tickets
set torequest
For example, to interact with the Companies object in the Search activity, these should be the scope permissions set:
-
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.