This is a Managed App Connector.
Supported authentication methods#
App token: Use with the HubSpot node.
Developer API key: Use with the HubSpot Trigger node.
OAuth2: Use with the HubSpot node.
Related resources#
Refer to HubSpot's API documentation for more information about the service. The HubSpot Trigger node uses the Webhooks API; refer to HubSpot's Webhooks API documentation for more information about that service.
Using App token#
To configure this credential, you'll need a HubSpot account or HubSpot developer account and:
An App Token
To generate an app token, create a private app in HubSpot:
In your HubSpot account, select the settings icon in the main navigation bar.
In the left sidebar menu, go to Integrations > Private Apps.
Select Create private app.
On the Basic Info tab, enter your app's Name.
Hover over the placeholder logo and select the upload icon to upload a square image that will serve as the logo for your app.
Enter a Description for your app.
Open the Scopes tab and add the appropriate scopes. Refer to Required scopes for HubSpot node for a complete list of scopes you should add.
Select Create app to finish the process.
In the modal, review the info about your app's access token, then select Continue creating.
Once your app's created, open the Access token card and select Show token to reveal the token.
Copy this token and enter it in your Calero Automations credential.
Refer to the HubSpot Private Apps documentation for more information.
Using Developer API key#
To configure this credential, you'll need a HubSpot developer account and:
A Client ID: Generated once you create a public app.
A Client Secret: Generated once you create a public app.
A Developer API Key: Generated from your Developer Apps dashboard.
An App ID: Generated once you create a public app.
To create the public app and set up the credential:
Log into your HubSpot app developer account.
Select Apps from the main navigation bar.
Select Get HubSpot API key. You may need to select the option to Show key.
Copy the key and enter it in Calero Automations as the Developer API Key.
Still on the HubSpot Apps page, select Create app.
On the App Info tab, add an App name, Description, Logo, and any support contact info you want to provide. Anyone encountering the app would see these.
Open the Auth tab.
Copy the App ID and enter it in Calero Automations.
Copy the Client ID and enter it in Calero Automations.
Copy the Client Secret and enter it in Calero Automations.
In the Scopes section, select Add new scope.
Add all the scopes listed in Required scopes for HubSpot Trigger node to your app.
Select Update.
Copy the Calero Automations OAuth Redirect URL and enter it as the Redirect URL in your HubSpot app.
Select Create app to finish creating the HubSpot app.
Refer to the HubSpot Public Apps documentation for more detailed instructions.
Required scopes for HubSpot Trigger node#
If you're creating an app for use with the HubSpot Trigger node, Calero Automations recommends starting with these scopes:
Element | Object | Permission | Scope name |
|---|---|---|---|
n/a | n/a | n/a | oauth |
CRM | Companies | Read | crm.objects.companies.read |
CRM | Companies schemas | Read | crm.schemas.companies.read |
CRM | Contacts | Read | crm.objects.contacts.read |
CRM | Contacts schemas | Read | crm.schemas.contacts.read |
CRM | Deals | Read | crm.objects.deals.read |
CRM | Deals schemas | Read | crm.schemas.deals.read |
Using OAuth2#
If you're self-hosting Calero Automations, you'll need to configure OAuth2 from scratch by creating a new public app:
Log into your HubSpot app developer account.
Select Apps from the main navigation bar.
Select Create app.
On the App Info tab, add an App name, Description, Logo, and any support contact info you want to provide. Anyone encountering the app would see these.
Open the Auth tab.
Copy the App ID and enter it in Calero Automations.
Copy the Client ID and enter it in Calero Automations.
Copy the Client Secret and enter it in Calero Automations.
In the Scopes section, select Add new scope.
Add all the scopes listed in Required scopes for HubSpot node to your app.
Select Update.
Copy the Calero Automations OAuth Redirect URL and enter it as the Redirect URL in your HubSpot app.
Select Create app to finish creating the HubSpot app.
Refer to the HubSpot Public Apps documentation for more detailed instructions. If you need more detail on what's happening in the OAuth web flow, refer to the HubSpot Working with OAuth documentation.
Required scopes for HubSpot node#
If you're creating an app for use with the HubSpot node, Calero Automations recommends starting with these scopes:
Element | Object | Permission | Scope name(s) |
|---|---|---|---|
n/a | n/a | n/a | oauth |
n/a | n/a | n/a | forms |
n/a | n/a | n/a | tickets |
CRM | Companies | Read | crm.objects.companies.read |
CRM | Companies schemas | Read | crm.schemas.companies.read |
CRM | Contacts schemas | Read | crm.schemas.contacts.read |
CRM | Contacts | Read | crm.objects.contacts.read |
CRM | Deals | Read | crm.objects.deals.read |
CRM | Deals schemas | Read | crm.schemas.deals.read |
CRM | Owners | Read | crm.objects.owners.read |
CRM | Lists | Write | crm.lists.write |
Onboard This Managed App Connector
Go to SaaS Management > Applications.
Select Add Integration.
From the Vendors tab, select the card with the vendor's name.
From the API tab, enter the field(s) you copy/saved above.
If your company has more than one instance (or “tenant”) of this application, you will also be prompted for a Connection Alias.
Select the Authorize button.
SUCCESS!
You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.
SUGGESTION:
Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.