HubSpot CRM authentication

Prerequisites

Depending on the authentication type you select, you need one of the following credentials:

• OAuth 2.0 Authorization code: the email address and password associated with your HubSpot account.
• Bring your own OAuth 2.0 app: client ID and client secret.
• Private app access token: token.

To connect with HubSpot, you need to have a developer account.

For creating a private OAuth2 app, follow the steps mentioned in the HubSpot documentation i.e. Working with OAuth. To learn more about private applications for HubSpot, see Private apps in the HubSpot documentation.

Add the HubSpot CRM connection

To create a connection to your Hubspot CRM instance, you need to perform the following steps:

1. Select Integration Service from Automation Cloud^TM.

2. From the Connectors list, select HubSpot CRM. You can also use the search bar to narrow down the connector.

3. Select the Connect to HubSpot CRM button.

4. Select an authentication type and enter the required credentials.

5. Select Connect.

6. Your connection has been added.

Note:

The following message is displayed at connection time: You're connecting an unverified app. This app's details haven't been reviewed or verified by HubSpot. Make sure you trust the developer before connecting it to your account.

The UiPath app is currently being reviewed by HubSpot for approval. While the app is in review, it is ready to be used. After approval, the warning message will no longer be displayed, without any changes on the connector side.

Scopes and permissions

You can use the connection to enable the Hubspot CRM activities in UiPath Studio to build automations for list, contact, company management. The various permission-based use cases that can be achieved are as follows:

Scope/Permission	Usecase	Activity/Event
crm.objects.contacts.read	As a user I want to sync my CRM contacts to Hubspot Marketing and keep them engaged with marketing emails.	Get Contact List All Records → Contacts
crm.objects.contacts.write		Create Contact Update Contact Create Association
crm.objects.companies.read	As a user I want to sync my CRM companies to Hubspot Marketing and keep them engaged with marketing emails.	Get Company List All Records → Companies
crm.objects.companies.write		Create Company Update Company Create Association
e-commerce	I can’t create quotes in my CRM without product information, which is why pushing product data to my CRM is important. Product data is almost always pushed one way from ERP to CRM. As a user I want to sync products to Hubspot CRM that includes product price and inventory information as well.	Create Product Update Product Get Product Insert Record → Line items Update Record → Line items List All Records → Products List All Records → Line items Get Record → Line items
files	Upload file / attachments related to the customer such as sales order or engagement report etc.	Upload File Update File Insert Record → Folders List All Records → Folders
crm.objects.deals.write	Syncing of deals/opportunities between CRM and marketing helps users track the progress on those deals	Insert Record → Deals Update Record → Deals Create Association
crm.objects.deals.read		List All Records → Deals Get Deal
crm.schemas.contacts.read crm.schemas.companies.read crm.schemas.deals.read	Retrieve a single or all the custom properties of the deal/contact/company in order to add/update value to the same	List All Records → Properties Get Record → Properties
crm.schemas.deals.write crm.schemas.contacts.write crm.schemas.companies.write	Create/Update custom properties of deal/contact/company	Insert Record → Properties Update Record → Properties
crm.objects.owners.read	Read the information of Hubspot owners that are assigned to a deal/contact/company/ticket	List all Records → Owners Get Record → Owner
automation	Retrieve all the active automations/workflows in Hubspot	List all Records → Workflows Get Record → Workflows
tickets	Retrieve, create or update tickets in Hubspot	List all Records → Tickets Insert Record → Tickets Update Record → Tickets Get Record → Tickets