HubSpot #
For HubSpot the connection will need to be done via a user that has sufficient privileges on HubSpot.
Scopes #
The following scopes will be requested when making the connection:
crm.objects.companies.read- What can we do with it? Read your companies
- Why do we need it? To retrieve file metadata and permissions
crm.objects.deals.read- What can we do with it? Read your deals related to your companies
- Why do we need it? A company associated with a deal has much more significance thus we also treat it that way
For more information about scopes in HubSpot, see https://developers.hubspot.com/docs/api/working-with-oauth.
Setup process #
Please follow the steps below:
- Navigate to https://app.uman.ai, log in or register
- Ensure you are in the correct workspace
- Left-click on the chevron next to your workspace name, select “Connected apps”
- Click the appropriate connect button, ensure you are logged in to HubSpot as an administrator.
- Approve the requested scopes
