Connectifi HubSpot App Setup

This document tells you how to setup and use the HubSpot app for Connectifi. Note that the HubSpot App is an Alpha version and intended for developer purposes only. Contact us for production uses with enterprise support.

Prerequisites

You will need a HubSpot account with super admin access. You can set up a free account https://www.hubspot.com/ 

Adding An Integration in HubSpot

The current builtin for Connectifi uses an internal (legacy) app in HubSpot. Contact us about the roadmap for future support.

• Go to Settings in HubSpot

• From the left nav, go to Account Management > Integrations > Legacy Apps

• Use the CTA in the top right to Create

• Select a Private App

• Enter Name and description for the app

• Go to Scopes and add the following scopes:

  • crm.objects.companies.read
  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.objects.custom.read
  • crm.objects.deals.read
  • sales-email-read

• use the CTA to Create App

  

Getting the API Key

After you’ve created your App, open it from the list, and go to the Auth tab.

Screen should look like this:

On the Access Token, click Show token then Copy the token.

Adding Your App in Connectifi

From a directory in Connectifi, add an app, and select the HubSpot application type from the list.

Provide an Application Name and Title, then enter the API Key copied from the HubSpot app in the previous step and save your App

Testing

The easiest way to test the integration is from the directory agent. Try retrieving a contact by email:

Creating an interaction:

And searching contacts: