HubSpot

What it can do

• Read: Get account details, List contacts, Get a contact, Search contacts, List companies, Get a company, Search companies, List deals, Get a deal, Search deals, Get a note, List associations, List association labels, List owners, List properties and List deal pipelines.
• Change: Create a contact, Update a contact, Create a company, Update a company, Create a deal, Update a deal, Create a note and Associate two records.

A list or search is one page of at most 100 records, not the whole account. This app does not archive or delete records. It does not ask for sensitive or highly sensitive properties. Changes are not retried.

What can start a workflow

• Contact created, Contact updated, Company created, Company updated, Deal created and Deal updated.
• These notices are set on the HubSpot app. This page does not create them with the account's own sign-in. One delivery can mix them. A row that matches is kept. A row missing the record, the account or the time is refused. A property change also needs the property name and the new value.

How to connect

Open Connections, then Apps. In the Apps heading, search with Search apps to add and choose Add on HubSpot.

When the panel offers Who signs in, pick Sign in as the company (one account for every agent) or Each person signs in to their own account when first needed.

Read what it asks for. If it has not said, the panel says You'll see what HubSpot asks for on its own sign-in page. Choose Continue to HubSpot and finish there. Do not paste a password into Studio. When it works, the row says Connected.

If it says This app can't be connected here yet: it needs a sign-in setup this server doesn't have. or Connecting HubSpot opens soon on this server., this server cannot sign HubSpot in yet. If you do not see Add, ask an admin to add HubSpot.

What it asks for

• Sign in (oauth).
• Read and change contacts, companies and deals (crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.deals.read, crm.objects.deals.write).
• Read owners (crm.objects.owners.read).
• Read the property lists for contacts, companies and deals (crm.schemas.contacts.read, crm.schemas.companies.read, crm.schemas.deals.read).