HubSpot Setup
Create a HubSpot app for CRM, marketing, and sales automation.
Setup Steps
Section titled “Setup Steps”-
Create HubSpot Developer Account
Sign up at HubSpot Developers.
-
Create an App
In your developer account, go to “Apps” and create a new app.
-
Configure OAuth Settings
In the Auth tab, add the redirect URL:
https://api.switchboard.fpdigital.ai/oauth/hubspot/callback -
Select Scopes
Add the required scopes for CRM and marketing access:
crm.objects.contacts.readcrm.objects.contacts.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.deals.readcrm.objects.deals.write -
Get Client Credentials
Copy the Client ID and Client Secret from the Auth tab.
-
Create Test Portal (Optional)
Create a test portal for development and testing before connecting production accounts.
Environment Variables
Section titled “Environment Variables”npx wrangler secret put HUBSPOT_CLIENT_IDnpx wrangler secret put HUBSPOT_CLIENT_SECRET| Variable | Description |
|---|---|
HUBSPOT_CLIENT_ID | OAuth Client ID from HubSpot App settings |
HUBSPOT_CLIENT_SECRET | OAuth Client Secret from HubSpot App settings |
Redirect URI
Section titled “Redirect URI”https://api.switchboard.fpdigital.ai/oauth/hubspot/callbackImportant Notes
Section titled “Important Notes”- Test with a sandbox portal before connecting production data
- API rate limits vary by subscription tier
- Contact, Company, and Deal objects are available on all plans