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Getting Started

You can connect to the HubSpot API using a service key or an OAuth app. For connecting a single HubSpot account, we recommend using a service key.

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Service Key Setup

1

Create a HubSpot Service Key

In your HubSpot account, navigate to Development > Keys > Service keys. Click Create service key, enter a name, then click Add new scope to select the scopes required by your workflows (e.g. crm.objects.contacts.read).
You must be a Super Admin or have the Developer tools access permission to create and manage service keys.
2

Configure the HubSpot Integration in Strata

Select HubSpot in the Strata Integration Catalog. Enter your HubSpot service key.

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OAuth App Setup

1

Install the HubSpot CLI

Install the HubSpot CLI and authenticate it with your account using the hs account auth command. Make sure you’re using v7.6.0 or later.
2

Create a HubSpot App

Run hs project create in your terminal and select App when prompted. Choose OAuth as the authentication type and select the scopes required by your workflows.In your app’s app-hsmeta.json, add the Strata OAuth callback URL to the redirectUrls array:
https://connect.connectstrata.com/oauth/callback
Upload your project to HubSpot by running hs project upload.
3

Get your Client ID and Client Secret

Run hs project open to navigate to your project in HubSpot. Click the name of your app, then open the Auth tab. Copy the Client ID and Client secret under Client credentials.
4

Configure the HubSpot Integration in Strata

Select HubSpot in the Strata Integration Catalog. Enter your HubSpot app’s client ID, client secret, and required scopes.
The scopes in the Strata dashboard should match the scopes you configured in your HubSpot app.