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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:

https://developers.hubspot.com/
  • 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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To select the permission scope of the app, You can choose to turn advanced scope Settings on or off the required scope. If you turn on the options, these required scopes must be included:

  • crm.lists.read

  • crm.lists.write

  • crm.object.companies.read

  • crm.object.companies.write

  • crm.object.contacts.read

  • crm.object.contacts.write

  • crm.object.owners.read

  • ouath

  • tickets

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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.

  • Fill in the Client ID and Client Secret of your HubSpot application into Client-id and Client-Secret, and fill "https://app.hubspot.com/" into both Account Server Address and CRM address.

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Click save to complete the HubSpot integration.

That's all the HubSpot integration, and then you can connect your HubSpot account in all tenant!

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