> ## Documentation Index > Fetch the complete documentation index at: https://docs.runalloy.com/llms.txt > Use this file to discover all available pages before exploring further. # HubSpot > Integration details and setup guide for the HubSpot connector in Alloy Automation. ## Pre-Built Tooling | Category | Details | | ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Authentication** | OAuth 2.0 (Authorization Code with refresh tokens) | | **Two-Way Sync** | No | | **Events Supported** | No | | **Realtime** | No (Polling) | | **Supports Rate Limiting** | Yes (HubSpot API rate limits & 429 handling) | | **Authentication Scopes Supported** | `oauth`, `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` | *** ## Objects Supported Alloy Automation supports syncing the following objects from **HubSpot**: * **Companies** * **Contacts** * **Deals** * **Emails** * **Tickets** * **Tasks** *** ## Set Up Guide ### Trial Access | Question | Answer | | -------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **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](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. | *** ### 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. #### Create your OAuth app (HubSpot Developer Portal) 1. Go to **HubSpot Developer Portal** at [https://developers.hubspot.com/](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 #### 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` #### Getting Started * **Sign up for HubSpot**: [https://www.hubspot.com/products/get-started](https://www.hubspot.com/products/get-started) * **Developer Portal**: [https://developers.hubspot.com/](https://developers.hubspot.com/) * **API Documentation**: [https://developers.hubspot.com/docs/api/overview](https://developers.hubspot.com/docs/api/overview) * **OAuth Guide**: [https://developers.hubspot.com/docs/api/working-with-oauth](https://developers.hubspot.com/docs/api/working-with-oauth) * **CRM API Guide**: [https://developers.hubspot.com/docs/guides/api/crm/objects/contacts](https://developers.hubspot.com/docs/guides/api/crm/objects/contacts) *** ## Use Cases ### 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. ### 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. ### 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. ### 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. ### 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. *** ## 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](mailto:support@runalloy.com)**.