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.

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

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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.

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

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

Configure Mapping

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

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

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

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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.

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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.

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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.

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

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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 the HubSpot Developer portal. If you do not have a HubSpot account, you can create a free one here.

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Now that you have logged into the HubSpot developer portal, your home page should look similar to this. You should look in the top left hand corner of the page and click on the Apps tab, which will take you to your apps page.

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On your Apps page, you should navigate to the Create App button on the top right hand side of your screen. Go ahead and click on the button.

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On this page, make sure to name your Public app, upload your app logo, and add a description. Once you have done that, click Save.

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The next step is to head to the Auth tab.

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Next, you need to scroll down and set the Redirect URL to

https://hotglue.xyz/callback
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As you continue to scroll, you will now see the scopes section. This allows you to choose what 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!

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Select the CRM Schemas endpoints

Please make sure you check off all of the scopes that begin with crm.schemas. You can see them above in the red outline.

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.

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The last thing you must check off for your app to work is the oauth scope. If you do not check off this scope, your users won't be able to connect! Once you are done configuring your scopes, click the Save button.

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Now you should scroll up back to the top of your page and copy the Client ID and Client secret into hotglue!


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