HubSpot Integration

The HubSpot Integration allows your app to use HubSpot as a CRM and marketing automation platform. Once connected, your app can sync leads, manage contacts, update pipelines, and trigger workflows directly from user actions or automated events.

Step 1: Obtain a HubSpot Access Token

1. Go to your HubSpot Developer Account.
2. Navigate to App → Private Apps in your account settings.
3. Click Create Private App, configure scopes (e.g., crm.objects.contacts.read/write, crm.schemas.companies.read), and save.
4. Copy the Access Token from the Auth tab.
   • Example: pat-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

!HubSpot

Step 2: Configure the Integration in Your App

1. Go to Integrations → Add HubSpot in your app settings.
2. Paste your HubSpot Access Token in the input field.
3. Click Connect to validate and save your integration.

Once connected, your app can sync and manage HubSpot data directly from workflows and UI actions.

Step 3: Notes

• Keep your token secure: Do not hardcode your HubSpot token in public code repositories.
• Use environment-specific tokens: Separate dev, staging, and production tokens to manage access.
• Secure API access: The token allows your app to interact with HubSpot endpoints securely and efficiently.