HubSpot #
A private app in your HubSpot environment needs to be created, in order to integrate with uman.
Scopes #
The following scopes are required:
crm.objects.users.read
crm.objects.owners.read
crm.objects.companies.read
crm.objects.companies.write
crm.objects.deals.read
For more information about scopes in HubSpot, see https://developers.hubspot.com/docs/guides/apps/authentication/working-with-oauth.
Setup process #
Please follow the steps below:
- Create a private app, as described in the HubSpot documentation.
Give a descriptive name to the app, i.e.uman-production
. - Make sure to add the aforementioned scopes.
- Handover the following credentials in secure manner to a uman team member:
- Access token of the created app
- HubSpot account id
This value can be found in the URL, when you are logged in to HubSpot, e.g. https://app.hubspot.com/contacts/1234567/objects => 1234567 is the account id.