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HubSpot connection

Learn how to connect your HubSpot account.

To execute workflows with HubSpot actions and to initiate workflows starting with a HubSpot event, you need to connect your HubSpot account with Actioner.

When designing your own workflows, you can use your HubSpot connection for HubSpot actions and triggers.

To see your HubSpot connections, go to your profile and navigate to My connections tab.

Connecting HubSpot​

Actioner connects with HubSpot through OAuth2.

OAuth2 authentication with HubSpot​

To authenticate in HubSpot with OAuth2

  1. Click Connect near the HubSpot connection. You can find the connection on Description tab of your app.

  2. You will be asked to sign in to your HubSpot account if you haven't already.

  3. Select your HubSpot account that will connect with your Actioner workspace.

  4. Click Connect app. You’ll be redirected to Actioner upon successful authorization.

Sharing scope​

You can enable Shared option to execute HubSpot actions and triggers by the selected app's workflows. It's important to clarify that sharing your connection doesn't equate to sharing your credentials. Instead, it grants access to workflows to use your connection for execution. Rest assured, your credentials remain concealed and inaccessible to other users.

Additionally, enabling Shared option doesn't automatically start using your connection for every HubSpot interaction. Instead, your shared connection credentials are used only when explicitly chosen. However, note that that enabling Shared option makes your connection accessible to all app admins when designing workflows in your app.

Reconnecting​

If your HubSpot credentials change, you can reconnect Actioner with HubSpot.

Go to Profile settings page from left bottom corner, navigate to My connections tab and then click ... ellipsis and select Reconnect. Enter your credentials and complete authorization on the opening screen.