Hubspot

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:

  1. Navigate to https://app.uman.ai, log in or register
  2. Ensure you are in the correct workspace
  3. Left-click on the chevron next to your workspace name, select “Connected apps”
  4. Click the appropriate connect button, ensure you are logged in to HubSpot as an administrator.
  5. Approve the requested scopes