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HubSpot connection

Learn how to connect with HubSpot

Actioner connects with HubSpot through OAuth2.

Add a new HubSpot connection​

If your app contains a HubSpot connection, you can skip this step and proceed to authentication with your credentials.

To add a new connection, go to App settings tab of your app and click + Add new connection. Select HubSpot (OAuth2) option and enter a name.

Add new HubSpot connection

Note

You have to be an app admin to add a new connection to your app.

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.
Info

If you are an app admin, you can also update connection properties and complete authentication on App settings tab of your app.

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

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

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

Sharing scope​

If you are an app admin, you can enable Shared credentials option if you want all users to run actions with the credentials you entered. When disabled, to execute requests and actions, each user completes authentication with their credentials.

Note

You need to Reconnect after enabling or disabling Shared credentials.

Reconnecting​

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

Find the connection on Description tab of your app, click ... ellipsis and select Reconnect. Enter your credentials and complete authorization on the opening screen.

Info

If you are an app admin, you can also reconnect on App settings tab of your app.