HubSpot
We can authenticate with this platform, but we are still proving the data pull. You can connect it now; nothing will reach your dashboard until that is finished.
What we read
- Contacts
- Deals
- Pipelines and stages
- Owners
Read only. We never create, change or delete anything in your software, and everything above is a count, a grouping or a sum.
How access works
You generate a key in your own account and paste it in. We store it encrypted and only ever read with it.
Getting your credentials
- In HubSpot, go to Settings, then Integrations, then Private Apps.
- Create a private app and give it read access to contacts and deals.
- Copy the access token it generates.
Permissions to grant: crm.objects.contacts.read, crm.objects.deals.read. Nothing beyond these is requested.
Worth knowing
We ask HubSpot for non-personal fields only, rather than requesting everything and discarding what we do not need.
Not yet confirmed by us. Treat the steps above as a guide and check them against your provider. Anything about pricing or plan tiers should be confirmed with the provider directly before you act on it.
Provider documentation: https://developers.hubspot.com/docs/api/private-apps
We do not charge per integration. No connector costs extra, and building a new one is never billed to the client who asked for it. Your plan sets how many you can connect at once, not which ones you are allowed to have.