Connecting HubSpot

Register a private application to automate JIT and lifecycle management for HubSpot users

Step 1: Create an App Integration

  1. From the Development Console, select Legacy Apps from the left menu
  1. Click the Create Legacy App button
  1. Select Private

  1. Type the desired app name.

Step 2: Grant the application HubSpot Scopes

  1. Still in the app creation window, click on Scopes and then click Add new scope.
  1. Select the following scopes:
    • Crm.objects.owners.read
    • Crm.objects.users.read
    • Settings.users.read
    • settings.users.teams.read
  2. Click Update
  3. Click Create App
  4. Click Continue Creating

Step 3: Get your Access Token

  1. Once the App is created, get your Access Token
  2. Click the Auth Tab
  3. Click the link Show token in the Access Token section
  4. Click the link Copy in the in the Access Token section

Step 4: Set up the HubSpot integration

  1. Navigate to the Connections page in Trustle from the left menu
  2. Under Identity Providers find the Hubspot logo and choose Connect
  3. Provide the Access Token from step 3. 
  4. Click Test Connection
  5. Upon successfully testing the connection, click Save Connection

Matthew Hathaway