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Hubspot

Prerequisites for Configuring HubSpot Data Source​

HubSpot Developer Account​

Ensure you have a HubSpot Developer Account to proceed.

Authentication Methods​

There are two ways to authenticate:

OAuth​

Credentials Needed:

  • Client ID
  • Client Secret
  • Refresh Token

Steps to Obtain OAuth Credentials​

  1. Navigate to your HubSpot Developer Account.
  2. Go to Apps in the left pane.
HubSpot Apps
HubSpot Apps
  1. Identify the required app or create a new app with the following permissions:
    • tickets
    • e-commerce
    • media_bridge.read
    • crm.objects.goals.read
    • timeline
    • crm.objects.marketing_events.write
    • crm.objects.custom.read
    • crm.objects.feedback_submissions.read
    • crm.objects.custom.write
    • crm.objects.marketing_events.read
    • crm.pipelines.orders.read
    • crm.schemas.custom.read
App Permissions
App Permissions
  1. In the app screen, navigate to the Auth Section.
Auth Section
Auth Section
  1. Locate the Client ID and Client Secret in the Auth Section.
Client ID and Secret
Client ID and Secret

  1. Scroll down to find the Sample Install URL (OAuth) and open it.

  2. Authenticate your HubSpot account. You will be redirected to the app, where a code is included in the URL.

    • Example Code: c1c07bcb-9271-4fef-ae32-b9ff30da0b11

  3. Use the provided cURL to exchange the code for a Refresh Token:

    curl --location 'https://api.hubapi.com/oauth/v1/token' \
    --header 'Content-Type: application/x-www-form-urlencoded' \
    --data-urlencode 'grant_type=authorization_code' \
    --data-urlencode 'client_id=<placeholder_client_id>' \
    --data-urlencode 'client_secret=<placeholder_client_secret>' \
    --data-urlencode 'redirect_uri=<placeholder_redirect_uri>' \
    --data-urlencode 'code=<placeholder_code>'

Using Postman for OAuth Authentication​

Use an API platform like Postman to execute the cURL provided earlier. The response will include the Refresh Token, which is required for OAuth authentication.

Private App Authentication​

Credentials Needed​

  • Access Token

Steps to Retrieve Access Token​

  1. Navigate to Integrations → Private Apps in your HubSpot account.
  2. Locate the required Private App.
  3. Click on View Access Token and copy the token.
Private App Access Token
Private App Access Token

Steps to Configure​

  1. Select the Source Type as HubSpot.

  2. Fill in the Start Date.

  3. Choose the Authentication Method:

    • OAuth:
      • Paste the Client ID, Client Secret, and Refresh Token obtained earlier.
      • OAuth Configuration
        OAuth Configuration
    • Private App:
      • Paste the Access Token obtained earlier.
      • Private App Configuration
        Private App Configuration

  4. Click on Test Connection to verify if the connection is established successfully.