HubSpot Setup

Create a HubSpot app for CRM, marketing, and sales automation.

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.read
crm.objects.contacts.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.deals.read
crm.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

npx wrangler secret put HUBSPOT_CLIENT_ID
npx 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

https://api.switchboard.fpdigital.ai/oauth/hubspot/callback

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

Common Issues

Rate limits: HubSpot rate limits vary by tier (100 calls/10s for free, 150 for Starter, 200 for Pro/Enterprise). Switchboard handles retry automatically.
Record IDs: HubSpot uses numeric string IDs (e.g., “12345”), not integers. Always pass IDs as strings.
Association types: Linking contacts to companies/deals requires association type IDs. Common types: contact_to_company (1), contact_to_deal (3).
Custom properties: Custom properties must be created in HubSpot before they can be set via the API.

Testing

Create a test portal at HubSpot Developer Sandbox
Connect using test portal credentials
Click Test Connection to verify
Try: “List my HubSpot contacts” or “Create a new contact”