Integrations
HubSpot
Sync contacts, deals, and tickets with your CRM.
Sync contacts, deals, and tickets with your CRM.
Connect
Connect HubSpot with an API key in Settings → Integrations. Open the HubSpot card, click Connect, and provide:
| Field | Required | Notes |
|---|---|---|
| Service Key | Yes | Create it in HubSpot under Settings → Integrations → Service Keys. A private app access token also works; a personal access key (used by the HubSpot CLI) will not. |
See HubSpot's own instructions for creating this credential.
Required scopes
Grant these to look up customer records in the Assist sidebar:
| Scope | Needed for |
|---|---|
crm.objects.contacts.read | Customer lookup, Get Contacts, Search Contacts |
crm.objects.companies.read | Customer lookup, Get Companies, Search Companies |
Add these only for the Workflow Builder blocks you actually use:
| Scope | Needed for |
|---|---|
crm.objects.contacts.write | Create Contact, Update Contact |
crm.objects.companies.write | Create Company, Update Company |
crm.objects.deals.read | Get Deals |
crm.objects.owners.read | Get Users |
tickets | Get Ticket, Search Tickets, Create Ticket, Update Ticket |
Supported actions and triggers
Actions
| Block | What it does |
|---|---|
| HubSpot | Work with HubSpot contacts, companies, deals, tickets, and users |
Limits and failure modes
- The connection can expire or be revoked. When it does, HubSpot blocks fail with an authorization error until you reconnect in Settings → Integrations.
- A disconnected or unconfigured integration makes its blocks unavailable in the Workflow Builder.