HubSpot CRM

20 min

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.

To use HubSpot CRM webhooks and a few other features, you must have a HubSpot CRM developer account.

Connect HubSpot CRM and Make

To create a connection to HubSpot, a Super Admin of your HubSpot account must pre-approve the Make app. 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:

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.

Optional: In the Connection name field, enter a name for the connection.

Click Save.

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.

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.

The following modules require a Hubspot CRM developer account and a connection using advanced settings:

Watch Notifications (uses a webhook)

Create a Timeline Event

List Timeline Event Templates

To establish the connection using advanced settings, you must:

Create a Hubspot CRM custom application

Obtain your HubSpot developer API key and User ID

Establish an OAuth connection between HubSpot CRM and Make

Create a Hubspot CRM custom application

To create a custom application:

If you do not have any existing apps, click on Create an app . If you have existing apps, click on Manage apps > Create app.

In the App Info tab, enter the following details:

Public app name

App logo (optional)

Description (optoinal)

In the Auth tab, enter the following details:

Install URL (OAuth): Leave this field blank.

Redirect URLs: Enter https://www.integromat.com/oauth/cb/hubspotcrm

Scopes: This is only required if you are using the Watch Notifications module, as this module requires a webhook. Add required scopes based on the subscriptions you will watch for. Refer to the Custom App Scopes column for the required scopes to include. If you are not using a webhook module, you can leave this section blank.

Click Save changes.

Scroll up to the App credentials section, copy the Client ID and Client Secret values, and store them in a safe place.

Each HubSpot CRM Custom Application can only be associated with one webhook URL. To watch for multiple events (subscriptions), add all desired subscriptions when configuring the module in Make.

Refer to your HubSpot CRM subscription for information regarding how many Custom Applications you can create.

Obtain your Hubspot CRM developer API key and User ID

To obtain your API key and User ID:

In your HubSpot developer account, click on the Apps tab in the top menu.

Click Get HubSpot API key.

If you have an existing API key, click Show key and copy the key value. If you do not have an existing key, click the Create key button and copy the key value. Store it in a safe place.

Establish an OAuth connection between Hubspot CRM and Make

To establish your OAuth connection:

If you add a module with an instant tag, click Create a webhook, then Create a connection.

Optional: In the Connection name field, enter a name for the connection.

Click Show advanced settings.

In the HubSpot Developer API Key and User ID fields, enter the values you saved in Obtain your Hubspot CRM developer API key and User IDObtain your Hubspot CRM developer API key and User ID above.

In the Client ID and Client Secret fields, enter the client credentials you a saved in Create a Hubspot CRM custom applicationCreate a Hubspot CRM custom application above.

Click Save.

If prompted, authenticate your account and confirm access.

Select the associated user account to connect to and click Choose Account.

Confirm access by clicking Connect app.

If you are using a webhook module, in the Subscriptions field of the module, add or map the Subscription Type to watch for.

Make sure you add all desired subscriptions (and their scopes) as this field cannot be updated at a later time.

Click Save.

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.

Required permissions for HubSpot CRM webhooks

When using the Watch Notificationsinstant 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.

If you are using the legacy version of HubSpot, refer to the HubSpot Legacy Docs Webhooks documentation 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.

https://www.youtube.com/embed/rskheTSsdRs

Youtube Link Here

HubSpot CRM modules

After connecting to the HubSpot CRM app, you can use the following types of modules to build your scenarios.

Templates

You can look for HubSpot CRM templates in Make's template gallery, where you'll find thousands of pre-created scenarios.

HubSpot CRM resources

HubSpot API Documentation

HubSpot CRM

Requirements

Connect HubSpot CRM and Make﻿

Connect HubSpot CRM and Make﻿ using advanced settings

Create a Hubspot CRM custom application

Obtain your Hubspot CRM developer API key and User ID

Establish an OAuth connection between Hubspot CRM and Make﻿

Required permissions for HubSpot CRM webhooks

HubSpot CRM tutorial

HubSpot CRM modules

Templates

HubSpot CRM resources

Connect HubSpot CRM and Make

Connect HubSpot CRM and Make using advanced settings

Establish an OAuth connection between Hubspot CRM and Make