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Integrations

HubSpot

Sync contacts, deals, and tickets with your CRM.

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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:

FieldRequiredNotes
Service KeyYesCreate 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:

ScopeNeeded for
crm.objects.contacts.readCustomer lookup, Get Contacts, Search Contacts
crm.objects.companies.readCustomer lookup, Get Companies, Search Companies

Add these only for the Workflow Builder blocks you actually use:

ScopeNeeded for
crm.objects.contacts.writeCreate Contact, Update Contact
crm.objects.companies.writeCreate Company, Update Company
crm.objects.deals.readGet Deals
crm.objects.owners.readGet Users
ticketsGet Ticket, Search Tickets, Create Ticket, Update Ticket

Supported actions and triggers

Actions

BlockWhat it does
HubSpotWork 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.

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