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CloudCX Connector Hub provides integration with HubSpot via the API for CRM. The configuration is done server-side, in an easy and straightforward way. Let's follow the instructions step by step to complete the integration with Hubspot. |
HubSpot Configuration
Create or Login your HubSpot Developer Account：
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Create A Hubspot App
To integrate with Hubspot, you have to create a HubSpot app in your HubSpot.
Prerequisites
A valid HubSpot Account.
Create A Hubspot App
Click to Create a developer account
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Click to build an app
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Select your job role and fill in your company information
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When you're done, click on the Apps menu to create an app
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Fill your App Info, copy Authorized Redirect URL and pasted to your App
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Log in to the system administrator portal, click "Advance"-> "Connector Hub Setting"-> "Hubspot" to enter the HubSpot settings page. And copy the Authorized Redirect URL from CX platform.
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If you already have a HubSpot developer account, click on “Go To My Account”, then skip to Step 5.
If you don’t have a HubSpot developer account, click on“Create a developer account” to create a HubSpot developer account.
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Click on “Create App Developer account”.
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Log in with your HubSpot account, and click on “Continue with this user”.
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Click on “Start sign-up”, and enter the Job Role, company name to create a HubSpot developer account.
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From the left navigation menu, go to Apps, then click on “Create app”.
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In the App Info, enter the Public app name for your app.
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In the Auth settings, add Authorized Redirect URL
https://your_cx_domain/backend/api/v2.0/integration/app/callback/api/hubspotto the Redirect URLs.
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Turn on advanced scope settings, click on “+Add new scope” to add the below scopes.
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if you turn off the options, these required scopes should be included:
crm.object.companies.read
crm.object.companies.write
crm.object.contacts.read
crm.object.contacts.write
crm.object.owners.read
ouath
tickets
After you have created the App, copy the client ID and client secret,it will be used later.
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CloudCX Configuration
Log in to the system administrator portal, click "Advance"-> "Connector Hub Setting"-> "Hubspot" to enter the HubSpot settings page.
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After adding the required scopes, click on “Save changes”.
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In the Auth settings, you will have to obtain the Client ID and Client Secret. These values will be required while setting up in the Connector Hub.
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Configure HubSpot Integration in CloudCX
Log in to your system administrator portal https://your_cx_domain:9006, go to Advance > Connector Hub Setting > HubSpot to configure.
Paste the Client ID & Client Secret to Client ID & Client Secret, the Client ID & Client Secret obtain from Client Secret https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/212041729#Create-A-Hubspot-App.1.
Copy the Authorized Redirect URL and paste to Redirect URLs https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/212041729#Create-A-Hubspot-App.1.
Enter the HubSpot login URL “https://app.hubspot.com/" into both ” into Account Server Address and & CRM address.
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Click save to complete the HubSpot integration.
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That's all the HubSpot integration, and then now, you can connect your HubSpot to the App & Integrations > HubSpot in your tenant 8.5 Integrating HubSpot account in all tenant！CloudCX！