Hubspot

HubSpot is a comprehensive customer relationship management (CRM) and inbound marketing platform that helps businesses manage customer interactions, sales pipelines, marketing campaigns, customer support, and content management. This integration provides access to critical HubSpot data across multiple business functions including sales, marketing, customer service, and website content.

Category	Other
Direction	Query source
Sign-in	Private App Token
Query languages	SQLite
Tables	8
Query templates	56
Website	hubspot.com

Before you start

Huntbase signs in to Hubspot with Private App Token. Create the credential in Hubspot first, then keep it to hand for the Connect step.

1. In HubSpot, go to Development › Legacy apps, click Create legacy app, and select Private. You must be a super admin.
2. On the Basic Info tab, enter a name for the app.
3. On the Scopes tab, click Add new scope and select only the read scopes listed below for the data you want to query.
4. Click Create app, then Continue creating.
5. Open the app, go to the Auth tab, click Show token, and copy it.

Permissions:

• crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read and crm.objects.owners.read
• crm.schemas.contacts.read, crm.schemas.companies.read and crm.schemas.deals.read for custom properties
• tickets, content, cms.domains.read and hubdb
• settings.users.read and settings.users.teams.read
• account-info.security.read for login and security activity

Watch out for

• The token carries only the scopes you selected. A missing scope causes a permission error for that data, not an empty result.

For the vendor's own instructions, see HubSpot private app documentation.

tip

Use a dedicated, read-only credential for Huntbase where the product allows it. Huntbase only needs to read.

Connect Hubspot

1. Go to Connections and click New connection, or click New connection on the Hubspot product page.
2. On Product, pick Hubspot and choose the Owner.
3. On Details, give the connection a Name and, optionally, a Description.
4. On Connect, fill in the settings and credentials described below.
5. On Verify, review the summary and click Create & check.

For everything else on the setup page — saving a draft, I'll do this later, and what each check result means — see Connections.

Credentials

The only Method is Private App Token. Enter a Credential label (for example Production), then fill in:

Field	Required	Notes
Private App Token	Yes	Secret — not shown again after you save it.

Query it

Once connected, Hubspot can serve these languages in a query tab, and Scout can use it when you ask in Auto:

Language	Use it for
SQLite	SQL over the 8 tables listed below, alongside every other connected source.

Example: SQLite

HubSpot Company Basic Info — Retrieve creation and modification dates of companies in a HubSpot account, including archive status and domain, to track changes over time.

select
  id,
  created_at,
  archived,
  domain,
  updated_at
from
  hubspot_company;

Hubspot ships with 56 query templates. Find them in Library › Queries — see Query templates.

Tables

Hubspot adds 8 tables. Browse their columns from Schema in the query bar's ⋯ menu.

All 8 tables

Table	Contains
hubspot_blog_post	List of HubSpot BlogPosts.
hubspot_company	List of HubSpot Companies.
hubspot_contact	List of HubSpot Contacts.
hubspot_deal	List of HubSpot Deals.
hubspot_domain	List of HubSpot Domains.
hubspot_hub_db	List of HubSpot published HubDBs.
hubspot_owner	List of HubSpot Owners.
hubspot_ticket	List of HubSpot Tickets.

Next steps

• Connections — health, credentials and settings after you connect
• Query languages — syntax, parameters and time ranges
• Chatting with Scout — ask questions without writing a query
• All integrations — the rest of the catalog