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Pre-Built Tooling

CategoryDetails
AuthenticationOAuth 2.0 (Authorization Code with refresh tokens)
Two-Way SyncNo
Events SupportedNo
RealtimeNo (Polling)
Supports Rate LimitingYes (HubSpot API rate limits & 429 handling)
Authentication Scopes Supportedoauth, crm.objects.companies.read, crm.objects.contacts.read, crm.objects.deals.read, crm.objects.companies.write, crm.objects.contacts.write, crm.objects.deals.write, crm.lists.read, crm.lists.write, crm.objects.line_items.read, crm.objects.line_items.write, crm.objects.marketing_events.read, crm.objects.marketing_events.write, crm.objects.owners.read, crm.objects.quotes.read, crm.objects.quotes.write, 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.users.write, settings.users.read, settings.users.teams.write, settings.users.teams.read

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Objects Supported

Alloy Automation supports syncing the following objects from HubSpot:
  • Companies
  • Contacts
  • Deals
  • Emails
  • Tickets
  • Tasks

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Set Up Guide

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Trial Access

QuestionAnswer
Offers free trial?Yes. HubSpot offers a free CRM tier with core features available indefinitely. Sign up at https://www.hubspot.com/products/get-started.
Requires paid sandbox?No. The free tier can be used for development and testing.
Requires partnership to obtain authentication?No. OAuth apps can be created by any HubSpot user. However, public apps require app review for marketplace listing.

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Authentication (OAuth 2.0)

For customers who want to completely whitelabel their OAuth experience, you can provide your own developer keys instead of using Alloy Automation’s.

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Create your OAuth app (HubSpot Developer Portal)

  1. Go to HubSpot Developer Portal at https://developers.hubspot.com/
  2. Sign in with your HubSpot account (or create a free developer account)
  3. Navigate to Apps from the top menu
  4. Click Create app button
  5. Fill in your app details:
    • App name
    • Description
    • Logo (optional)
  6. Go to the Auth tab
  7. Add the redirect URI: https://api.runalloy.com/api/strategy/connector/hubspot/callback
  8. Select the scopes you need under Scopes:
    • Required: oauth (base OAuth scope)
    • crm.objects.contacts.read / crm.objects.contacts.write (for contacts)
    • crm.objects.companies.read / crm.objects.companies.write (for companies)
    • crm.objects.deals.read / crm.objects.deals.write (for deals)
    • Additional scopes as needed for your integration
  9. Copy your Client ID and Client Secret from the Auth tab
  10. Save your changes

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OAuth Configuration

  • Authorization URL: https://app.hubspot.com/oauth/authorize
  • Token URL: https://api.hubapi.com/oauth/v1/token
  • Refresh URL: https://api.hubapi.com/oauth/v1/token
  • Client Authentication Method: client_secret_post

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Getting Started

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Use Cases

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1) Bidirectional CRM synchronization

Keep contact, company, and deal records synchronized between HubSpot and other business systems, ensuring sales teams have up-to-date information regardless of which platform they use.

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2) Lead enrichment and scoring

Automatically enrich HubSpot contacts with data from third-party sources and sync lead scores from external scoring models back to HubSpot for better segmentation and prioritization.

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3) Multi-channel engagement tracking

Create email and task records in HubSpot from interactions that occur in other channels (support tickets, in-app messages, etc.) to maintain a complete engagement history on the timeline.

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4) Custom workflow automation

Trigger complex workflows in external systems based on HubSpot deal stage changes, contact property updates, or other CRM events that go beyond HubSpot’s native workflow capabilities.

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5) Reporting and analytics consolidation

Extract HubSpot CRM data into your data warehouse or BI tool to combine sales metrics with data from other platforms for comprehensive revenue analytics and forecasting.

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API Gotchas

  • Property pagination: When requesting properties in GET requests, HubSpot limits which properties are returned by default. Always specify the properties parameter to explicitly request the fields you need rather than relying on defaults.
  • Association type IDs: When creating associations between objects (e.g., linking a contact to a company), you need to specify the correct associationTypeId. Common types include: contact-to-company (1), company-to-contact (2), deal-to-contact (3). Refer to HubSpot’s documentation for the complete list.
  • Rate limits vary by subscription: API rate limits depend on your HubSpot subscription tier. Free and Starter plans have lower limits than Professional and Enterprise. Monitor the X-HubSpot-RateLimit-* headers in responses to track usage.
  • Archived objects: Deleted objects in HubSpot are archived, not permanently deleted. They can be restored within 90 days. Use the archived=true parameter to include or exclude archived objects in your queries.
  • Custom properties: HubSpot allows extensive property customization. When integrating, be prepared to handle custom properties dynamically rather than hardcoding expected fields, as each HubSpot portal may have different custom properties defined.
For questions or troubleshooting, contact support@runalloy.com.
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