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HubSpot

HubSpot

HubSpot API Connection Configuration

 

To integrate with HubSpot, you need to register a private application. After creating the application, you can proceed to fill out the Access Token field.

 

You will need the HubSpot Admin's help for the following configuration.

 

  1. Login to your HubSpot site and select the Settings menu on the right top.

hubspot settings.png
hubspot settings.png

  1. Click the Integrations → Private Apps menu on the left.

 

hubspot private apps.png

 

hubspot private apps.png

  1. Click on the “Create a Private App” button.

  2. Fill the Basic Info tab as follows:

Name: MultiSource Connector for CSM

Description: Used for transferring HubSpot data to the CSM database.

A screenshot will be provided soon.

  1. Switch to the Scopes Tab and add the following scopes:

  • crm.objects.companies.read

  • crm.objects.contacts.read

  • crm.objects.owners.read

  • crm.objects.users.read

 

  1. Click the “Create App” button at the top.

  2. Click the “Continue Creating” button to create the app.

 

hubspot confirm create.png

  1. Click the “Show Token” button. Ensure that you copy and store the token in a secure location.

A screenshot will be provided soon.

9- Open the MultiSource Connector for CSM application and select the Source Tab. Paste the token into the Access Token field and click the “Save & Check Connection” button.

  1. Now, configure the Destination.