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Overview

The HubSpot connector provides comprehensive integration with HubSpot CRM objects, allowing you to index and access the following objects:
  • Tickets
  • Tasks
  • Leads
  • Deals
  • Contacts
  • Companies
  • Quotes
  • Invoices

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Prerequisites

  • HubSpot account with API access
  • Private app or OAuth application created in HubSpot

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Configuration Steps

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1. Create HubSpot Application

  1. Go to the HubSpot Developer Portal
  2. Create a new private app or OAuth application
  3. Generate the necessary access tokens or credentials

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2. Connector Credentials

Configure the following credentials:
  • Client ID: Your HubSpot application’s client ID
  • Client Secret: Your HubSpot application’s client secret
  • Access Token: Generated OAuth token or private app access token

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3. Required Scopes

Add the following scopes to read the indexed objects:
  • tickets.read: Read access to tickets
  • tasks.read: Read access to tasks
  • crm.objects.leads.read: Read access to leads
  • deals.read: Read access to deals
  • contacts.read: Read access to contacts
  • companies.read: Read access to companies
  • quotes.read: Read access to quotes
  • invoices.read: Read access to invoices

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4. Redirect URIs

Configure the following redirect URI in your HubSpot application:
  • https://<YOUR_DEPLOYMENT_URL>/admin/connectors/hubspot/auth/callback
  • http://localhost:3000/admin/connectors/hubspot/auth/callback (for local development)

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5. Indexing

  1. Go to the Admin Dashboard in Hymalaia.
  2. Select the HubSpot Connector.
  3. In Step 1, enter the Access Token.
  4. Click Connect to begin indexing your HubSpot Tickets.
Once connected, your HubSpot data will stay in sync automatically.
🔐 Ensure that you have the necessary permissions to access these CRM objects in your HubSpot account.

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Troubleshooting

  • Verify that the application has the correct API permissions
  • Check that the access token is valid and not expired
  • Confirm that the user or app has sufficient access rights to read the specified objects

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Best Practices

  • Use a dedicated HubSpot application for the connector
  • Regularly rotate your access tokens
  • Limit the scopes to only what is necessary for your use case
  • Monitor API usage and respect HubSpot’s rate limits
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