HubSpot

Get started with the HubSpot source!

Obtain the OAuth Credentials

If you need to figure out how to access the necessary credentials, head here for a detailed walk through.

Enable the Source

First, you must decide which flow you would like to add your HubSpot source.

Once you have decided on a flow, let's start by enabling the HubSpot source.

You will then be asked to provide your specific HubSpot OAuth Credentials. Go ahead and fill these in and click Save. If you do not know where to find those credentials, you can head here for a detailed walk through.

You will now be asked to sign in with your HubSpot account. Go ahead and login.

And that's it! You have successfully linked to HubSpot.

Configure Mapping

You now have added HubSpot as a data source for your flow.

Next, you need to configure the mapping for your HubSpot data. Click on the HubSpot card to get started.

Now you can need to open the Field Map Editor. Do so by clicking the corresponding icon.

You can now select specific streams and/or tables that you want to pull from each HubSpot account. To edit the exact objects you want to pull, use the corresponding gear icon.

For any of the fields you do want to pull, go ahead and select them now. I am going to use the the select all option at the top of the column.

Once you are done mapping any of the fields you want, use the arrow button in the middle to move those objects over to the Chosen column.

Once you have finished picking which fields you want to pull, click the Confirm button in the bottom right corner.

You should repeat the previous process until you have selected all the fields you want to bring in. Once you are done with all your selections, click the Save button.

Obtain your HubSpot OAuth Client ID and OAuth Client Secret

The first thing that you need to do to get your HubSpot OAuth credentials is to login in to HubSpot. If you do not have a HubSpot account, you can create a free one here.

Now that you have logged into HubSpot, your home page should look similar to this. You should look in the top right hand corner of the page and click on the gear icon, which will take you to your settings page.

On your settings page, you should navigate to the Integrations tab on the left hand side of your screen. Go ahead and click on the tab.

From the resulting dropdown, you should click on Private Apps.

On the Private Apps page, click the Create a private app button.

On this page, you should go ahead and name your private app as your company name, not hotglue. Remember, this is the app your customers will be seeing when they are connecting their HubSpot account to your platform. Once you are done configuring your app details, click the Scopes tab at the top of the page.

On this page, you are customizing what your product will be able to pull out of HubSpot. I have set up a sample configuration that allows access to every endpoint in the CRM. If you have questions about what your scopes should be, feel free to ask us! Once you are done configuring your scopes, click the Create app button in the top right hand corner.

Note: If you are only going to use this app to read data from HubSpot, you will only need to check scopes in the Read column. If you are also planning on writing data to HubSpot, you should check off the Write scopes as well as the Read scopes.

You will then be asked if you are willing to generate an access token. You should click Continue creating.

You have now created your app! It will show you your access token for this specific app, but that is not the credential you need. You should click out of this pop either using the X in the top right hand corner and the Skip for now button.

You will now be on your HubSpot private app page. You should see a tab under the Access token an option to Show other credentials. You want to go ahead and click that.

You have finally found your HubSpot OAuth Client ID and Client secret! These are the credentials that you need to take and input into hotglue.


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