Create a CRM application on HubSpot

You need to create an application on HubSpot for integration using a developer account, and configure the authorization settings.

Prerequisites

  • To create an application, you need a developer account.
  • You have subscribed Enterprise Plan (EP) or Ultimate Plan (UP), and the FQDN is available.

Procedure

Step 1. Get authentication information on PBX

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. Click HubSpot.

  3. In the Network section, take note of the Redirect URL as you will use it later on HubSpot.
    Note: The Homepage URL is the FQDN domain name of your PBX, which is used to compose the Redirect URL.

Step 2. Create and configure an application on HubSpot

  1. Log in to your HubSpot developer account.
  2. Select Create an app.

    Tip: You can also proceed on Apps > Create app.

  3. In the App Info tab, configure basic information of the application.
    1. In the Public app name field, specify an application name, which will be used wherever your application is displayed for HubSpot users.
    2. Optional: Upload a logo and add description for the application.
  4. In the Auth tab, complete application authorization settings.
    1. In the Redirect URL section, paste the Redirect URL obtained from the PBX.

    2. In the Scopes section, define the permissions of data access or operation in HubSpot for your application.
      1. On the right of the page, click Add new scope.

      2. In the pop-up window, search for and select the following scopes, then click Update.
        Category Scope
        CRM crm.objects.companies.read
        crm.objects.companies.write
        crm.objects.contacts.read
        crm.objects.contacts.write
        crm.objects.deals.read
        crm.objects.deals.write
        crm.objects.owners.read
        crm.schemas.companies.read
        crm.schemas.companies.write
        crm.schemas.contacts.read
        crm.schemas.contacts.write
        crm.schemas.deals.read
        crm.schemas.deals.write
        Settings settings.users.read
        settings.users.teams.read
        settings.users.teams.write
        settings.users.write
  5. Click Create app.

Result

The HubSpot CRM application is created. You can check and manage the application in the Apps page.

What to do next