Connect to your users’ Hubspot CRM to create, access, and update records in their Hubspot account.
Manage Apps
, and choose from the applications that you’d like your end customers to install.Basic info
> Auth
> Auth settings
> App Credentials
and acquire the Client Id
and Client Secret
.While creating an installable app on a platform, the platform asks the developer to provide a redirect URL which it would be calling to send across the authorization code once a user installs the application.
Select Hubspot from Apps
and copy the Callback URL provided in the app settings page. Under Auth
> Auth Settings
> Redirect URLs
, paste the copied URL.
App settings page lets you configure the authentication settings for an OAuth2
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Hubspot Developer account dashboard and update the scopes as added on Cobalt.
Go to Manage Apps
> Basic info
> Auth
> Auth settings
> Scopes
, and add the scopes as added in Cobalt.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
If you wish to create an orchestration where a workflow is being triggered when some operation occurs in Hubspot, you’d need to subscribe to Hubspot’s Webhook. Cobalt provides a single webhook URL to manage such event triggers for all your customers.
To setup Hubspot webhook subscription:
Settings
.Single Webhook Url
.Manage Apps
> Features
> Webhooks
in your Hubspot Developer Account dashboard.Single Webhook Url
inside the “Target URL” section.Existing Target URL
cannot be updated when any of the subscriptions are active. Make sure to disable all subscriptions prior to updating the URL.
Create Subscription
and add relevant events when you’d want to be notified.Activate
it to take effect.