HubSpot

HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. HubSpot’s connected platform enables you to grow your business faster by focusing on what matters most: your customers.

Hubspot Connector Configuration and Credential Retrieval Guide

Prerequisite Requirements

Before initiating the Hubspot connector setup, ensure you have an created an Hubspot developer account. This setup requires us to create an private app in Hubspot with superuser admin access.

Hubspot Developer Signup.

Destination Setup

As mentioned earlier, this setup requires us to create an private app in Hubspot with superuser admin access.

HubSpot private applications facilitate interaction with your HubSpot account’s data through the platform’s APIs. Granular control over individual app permissions allows you to specify the data each app can access or modify. This process generates a unique access token for each app, ensuring secure authentication.

Create a Private App

For AI Squared Open Source, we hubspot Private App Access Token for api authentication.

1. Locate the Private Apps Section

   Within your HubSpot account, access the settings menu from the main navigation bar. Navigate through the left sidebar menu to Integrations > Private Apps.

   
2. Initiate App Creation

   Click the Create Private App button.

   
3. Define App Information

   On the Basic Info tab, configure your app’s details:

   • Name: Assign a descriptive name for your app.
   • Logo: Upload a square image to visually represent your app (optional).
   • Description: Provide a brief explanation of your app’s functionality.
4. Specify Access Permissions

   Navigate to the Scopes tab and select the desired access level (Write) for each data element your app requires. Utilize the search bar to locate specific scopes.

   
5. Finalize Creation

   After configuration, click Create app in the top right corner.

6. Review Access Token

   A dialog box will display your app’s unique access token. Click Continue creating to proceed.

   
7. Utilize the App

   Once created, you can leverage the access token to setup hubspot in AI Squared destination section.