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Setting Up HubSpot for OAuth

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Step 1: Create a HubSpot App

1. Sign in to HubSpot: Visit the HubSpot Developers website and follow the instructions provided in the HubSpot Documentation to create a HubSpot Developer account.
2. Create New App: Click on “My Apps” > “Create App”.

3. Enter App Details: Provide a name for your app (e.g., “valmi.io”) and select the permissions your app needs.

4. Create App: Click “Create App” to finish.

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Step 2: Configure OAuth & Permissions

1. Auth Settings: Navigate to “Auth” from the left-hand sidebar in your app dashboard.
2. Redirect URLs: Add the redirect URL where HubSpot will send users after authorization. Use the following format: https://your-host/api/oauth2/redirect/hubspot.
3. Scopes: Add the required OAuth scopes for your integration:
   • crm.objects.contacts.read
   • crm.objects.contacts.write
   • crm.objects.companies.read
   • crm.objects.companies.write

4. Save Changes: Click “Save” to save your OAuth settings.

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Step 3: Obtain Client ID and Client Secret

1. App Dashboard: Navigate back to your app dashboard.
2. Credentials: Your Client ID and Client Secret will be displayed on this page. Copy them for use in valmi.io.

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Step 4: Configure HubSpot OAuth in valmi.io

1. Access Configuration: In your application, navigate to the sidebar and select “CONFIGURE APPS”.

2. Select HubSpot OAuth Application: Find the HubSpot OAuth application from the list of available applications and select it.

3. Enter Credentials: Provide the HubSpot Client ID and Client Secret that you obtained earlier into the input fields.

4. Save Configuration: Click “Save” or “Update” to save the configuration.