--- title: HubSpot CRM slug: hubspotcrm image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_hubspotcrm.png docTags: createdAt: 2025-02-03T13:28:36.235Z --- ::::VerticalSplit{layout="left"} :::VerticalSplitItem ::Image[]{src="https://api.archbee.com/api/optimize/yAufeXqD1oGWOPBNi5MAm-cXydCGxX0jxR0RbjMWmkj-20250312-173459.png" size="52" width="113" height="113" position="center" darkWidth="113" darkHeight="113" showCaption="false"} ::: :::VerticalSplitItem HubSpot CRM is a customer relationship management software that helps businesses track customer information and interactions. With the HubSpot app in Make, you can manage the events, records, contacts, engagements, files, and form submissions in your HubSpot CRM account. ::: :::: # Requirements To use the HubSpot CRM app in Make, you must have a [HubSpot CRM user account](https://app.hubspot.com/signup-hubspot/). To use HubSpot CRM webhooks and a few other features, you must have a [HubSpot CRM developer account](https://app.hubspot.com/signup-hubspot/developers). # Connect HubSpot CRM and Make To create a connection to HubSpot, a Super Admin of your HubSpot account must [pre-approve the Make app](https://knowledge.hubspot.com/integrations/manage-access-to-apps). This requirement also applies to existing connections: if Make adds new scopes to the HubSpot CRM app, you must reauthorize the connection, and a Super Admin must approve the new scopes before reauthorization. To create the connection: :::::WorkflowBlock ::::WorkflowBlockItem Log in to your Make account, add a HubSpot CRM module to your scenario, and click **Create a connection**. :::hint{type="info"} If you add a module with an ​instant​ tag, click ​**Create a webhook**​​, then ​**Create a connection**​​. For more information, see [Connect Hubspot CRM and Make using advanced settings](docId\:kmFYCisYnvpLBVofHYwHF). ::: :::: :::WorkflowBlockItem Optional: In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: ::::: You've successfully created the connection and can now use the HubSpot CRM app in your scenarios. If you want to make changes to your connection in the future, follow the steps [here](https://help.make.com/connect-an-application#tN2pJ). :::hint{type="success"} **Custom scopes: **Make automatically requests a module’s required scopes from HubSpot when you create a connection. For the **Make an API Call** module, you select the scopes your endpoint needs in the module settings, in **Connection** > **Custom Scopes**. Once you add scopes to a connection, you can’t remove them. If you need fewer scopes, create a new connection. ::: ::::::ExpandableHeading{isOpen="true"} # Connect HubSpot CRM and Make using advanced settings To establish the connection using advanced settings, you must: ::::WorkflowBlock :::WorkflowBlockItem [Obtain the HubSpot Developer API Key](docId\:kmFYCisYnvpLBVofHYwHF). ::: :::WorkflowBlockItem [Create a Hubspot CRM custom application](docId\:kmFYCisYnvpLBVofHYwHF). ::: :::WorkflowBlockItem [Establish a connection between Hubspot CRM and Make](docId\:kmFYCisYnvpLBVofHYwHF). ::: :::: ## Obtain the Hubspot Developer API Key ::::WorkflowBlock :::WorkflowBlockItem Log in to your [HubSpot developer account](https://developers.hubspot.com/). ::: :::WorkflowBlockItem In the left sidebar, click **More** > **Development**. ::: :::WorkflowBlockItem Click **Keys** >** Developer API Key**. ::: :::WorkflowBlockItem Copy the **Active API Key** and store it in a safe place. ::: :::: You will use this key while creating a connection with Make. ## Create a Hubspot CRM custom application To create a custom application: ::::WorkflowBlock :::WorkflowBlockItem Log in to your [HubSpot developer account](https://developers.hubspot.com/). ::: :::WorkflowBlockItem In the left sidebar, go to **Development** > **Legacy Apps.** ::: :::WorkflowBlockItem If you do not have any existing public apps, [follow the process here to create a public app](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/create-an-app). ::: :::WorkflowBlockItem Go to **Development** > **Projects.** ::: :::WorkflowBlockItem In the **Auth** tab, copy the following details: **Client ID** **Client secret** ::: :::: ## Establish a connection between Hubspot CRM and Make To establish your OAuth connection: :::::WorkflowBlock ::::WorkflowBlockItem Log in to your Make account, add a HubSpot CRM module to your scenario, and click **Create a connection**. :::hint{type="info"} If you add a module with an ​instant​ tag, click ​**Create a webhook**​​, then ​**Create a connection**​​. ::: :::: :::WorkflowBlockItem Optional: In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Click **Show advanced settings**. ::: :::WorkflowBlockItem In the **HubSpot Developer API Key** enter the Developer API Key you copied from [Obtain the Hubspot Developer API Key](docId\:kmFYCisYnvpLBVofHYwHF). ::: :::WorkflowBlockItem In the** User ID **field, enter your user ID from your account. ::: :::WorkflowBlockItem In the **Client ID** and **Client Secret** fields, enter the client credentials you a saved in [Create a Hubspot CRM custom application](docId\:kmFYCisYnvpLBVofHYwHF) above. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: ::::: You've successfully created the connection and can now use the HubSpot CRM app in your scenarios. If you want to make changes to your connection in the future, follow the steps [here](https://help.make.com/connect-an-application#tN2pJ). ## Required permissions for HubSpot CRM webhooks When using the **Watch Notifications**`instant` module, the following permissions must be added as HubSpot CRM custom app **Scopes** and OAuth connection **Custom Scopes**. | **Subscription** | **Custom App Scopes** | **Connection Custom Scopes** | | ------------------------------------------------ | ---------------------------- | ---------------------------- | | Company - created | `crm.objects.companies` Read | CRM Companies Read | | Company - deleted | `crm.objects.companies` Read | CRM Companies Read | | Company - specified property is changed | `crm.objects.companies` Read | CRM Companies Read | | Contact - created | `crm.objects.contacts` Read | CRM Contacts Read | | Contact - deleted | `crm.objects.contacts` Read | CRM Contacts Read | | Contact - deleted for privacy compliance reasons | `crm.objects.contacts` Read | CRM Contacts Read | | Contact - specified property is changed | `crm.objects.contacts` Read | CRM Contacts Read | | Deal - created | `crm.objects.deals` Read | CRM Deals Read | | Deal - deleted | `crm.objects.deals` Read | CRM Deals Read | | Deal - specified property is changed | `crm.objects.deals` Read | CRM Deals Read | For permission information regarding additional subscriptions, refer to the [HubSpot Developer Webhook subscriptions documentation](https://developers.hubspot.com/docs/api/webhooks#webhook-subscriptions). :::hint{type="info"} If you are using the legacy version of HubSpot, refer to the [HubSpot Legacy Docs Webhooks documentation](https://legacydocs.hubspot.com/docs/methods/webhooks/webhooks-overview) for permission information.sc ::: :::::: # HubSpot CRM tutorial This tutorial explains how to build a scenario that grabs new contacts from HubSpot CRM, inserts their information into a Google Docs Template, uploads the compiled document to Dropbox, and sends it via Gmail. ::embed[[Youtube Link Here](https://www.youtube.com/embed/rskheTSsdRs)]{url="https://www.youtube.com/embed/rskheTSsdRs"} # HubSpot CRM modules After connecting to the HubSpot CRM app, you can use the following types of modules to build your scenarios. :::ExpandableHeading **CRM Objects** - Watch CRM Objects - Watch members Added to a List - Search for CRM Objects - Add Members to a List - Delete Members from a List ::: :::ExpandableHeading **Records (Deals, Contacts, Companies)** - Get a Record Property ::: :::ExpandableHeading **Custom Objects** - Create a Custom Object Record - Get a Custom Object Record - Update a Custom Object Record - Delete a Custom Object Record ::: :::ExpandableHeading **Contacts** - Watch Contacts Added to a List (deprecated) - Watch Contacts - Create or Update a Contact - Add Contacts to a List (deprecated) - List Contacts (deprecated) - Create a Contact - Update a Contact - Get a Contact - Search for Contacts - Merge Contacts - Delete a Contact ::: :::ExpandableHeading **Deals** - Watch Deals - Create a Deal - Update a Deal - Get a Deal - List Deal/Ticket Pipelines - Search for Deals - Delete a Deal ::: :::ExpandableHeading **Companies** - Watch Companies - Create a Company - Update a Company - Get a Company - Search for Companies - Delete a Company ::: :::ExpandableHeading **Engagements** - Watch Engagements - Create an Engagement - Delete an Engagement ::: :::ExpandableHeading **Events and Notifications** These modules require a [Hubspot CRM developer account](https://developers.hubspot.com/get-started) and a connection using advanced settings. - Watch Notifications - Create a Timeline Event - List Timeline Event Templates ::: :::ExpandableHeading **Files** - Watch Files - Create a Folder - List Files - Upload a File - Update File Properties - Delete a File - Delete a Folder ::: :::ExpandableHeading **Users** - Get an Owner - List Owners ::: :::ExpandableHeading **Tickets** - Watch Tickets - Create a Ticket - Update a Ticket - Get a Ticket - Search for Tickets - Delete a Ticket ::: :::ExpandableHeading **Forms** - Watch Submissions for a Form - Get a File Uploaded via Form - List Forms - Submit Data to a Form ::: :::ExpandableHeading **Workflows** - Add a Contact to a Workflow - Remove a Contact from a Workflow ::: :::ExpandableHeading **Subscriptions** You cannot subscribe a contact to an email address that is already subscribed. - Watch Subscriptions Timeline for a Portal - Subscribe Contact - Unsubscribe a Contact ::: :::ExpandableHeading **Associations** - Create an Association - List Associations - Delete an Association ::: :::ExpandableHeading **Calls** - Create a Call - Update a Call - Get a Call - Search for Calls - Delete a Call ::: :::ExpandableHeading **Notes** - Create a Note - Update a Note - Get a Note - Search for Notes - Delete a Note ::: :::ExpandableHeading **Tasks** - Create a Task - Update a Task - Get a Task - Search for Tasks - Delete a Task ::: :::ExpandableHeading **Products** - Create a Product - Update a Product - Get a Product - Search for Products - Delete a Product ::: :::ExpandableHeading **Line Items** - Create a Line Item - Update a Line Item - Get a Line Item - Get a Line Item - Search for Line Items - Delete a Line Item ::: :::ExpandableHeading **Orders** - Create an Order - Update an Order - Get an Order - Search for Orders - Delete an Order ::: :::ExpandableHeading **Meetings** - Create a Meeting - Update a Meeting - Get a Meeting - Search for Meetings - Delete a Meeting ::: :::ExpandableHeading **Emails** - Create an Email - Update an Email - Get an Email - Search for Emails - Delete an Email ::: :::ExpandableHeading **Communications** - Create a Communication - Update a Communication - Get a Communication - Search for Communications - Delete a Communication ::: :::ExpandableHeading **Invoices** - Get an Invoice - Search for Invoices ::: :::ExpandableHeading **Quotes** - Search for Quotes - Create a Quote - Get a Quote - Update a Quote - Delete a Quote ::: :::ExpandableHeading **Other** - Make an API Call ::: # Templates You can look for HubSpot CRM templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # HubSpot CRM resources - [HubSpot API Documentation](https://developers.hubspot.com/docs/api/overview)