HubSpot
The HubSpot integration lets you programmatically manage CRM data, automate sales processes, sync marketing activities, and integrate with HubSpot's comprehensive platform directly from Helios.
Authentication
| Method | Type | Description |
|---|---|---|
| Helios OAuth App (Recommended) | OAuth 2.0 | Comprehensive access with pre-configured scopes |
| Personal Access Token | Private App Token | Simple server-to-server authentication |
| BYO OAuth App | OAuth 2.0 | Custom OAuth app for enterprise requirements |
Personal Access Token
The simplest way to connect HubSpot is using a Personal Access Token for server-to-server authentication.
Setup Steps
- Go to your HubSpot account settings
- Navigate to Integrations → Private Apps
- Click Create a private app
- Configure the required scopes for your use case
- Generate the access token and paste it into Helios
Helios OAuth App
The Helios OAuth app provides comprehensive access with pre-configured scopes for most common CRM operations.
// TODO: Add the link to HubSpot rate limits
Permissions
The Helios OAuth app includes scopes for:
Core CRM Objects (Required):
- Read contacts, companies, deals, products, line items
- Read conversations and tickets
- Access to custom objects
Extended CRM Objects (Optional):
- Write access to all CRM objects
- Custom object management
- Lists and workflows
- Commerce objects (subscriptions, orders, carts)
- Reports and analytics
Marketing & Content:
- Email marketing and campaigns
- Blog posts and landing pages
- Files and media management
- Social media accounts
Settings & Administration:
- Account and user information
- Business units and teams
- Integrations and apps management
BYO OAuth App
Create your own HubSpot OAuth application for enterprise requirements or custom scope management.
Learn more about creating HubSpot apps in the HubSpot developer documentation.
Functionality
The HubSpot integration lets your workflows manage CRM data, automate sales processes, sync marketing activities, and access comprehensive business intelligence without writing custom code.
| Category | Features |
|---|---|
| CRM Operations | Contacts, Companies, Deals, Tickets, Custom Objects, Lists |
| Marketing Automation | Email Campaigns, Landing Pages, Forms, Blog Posts, Social Media |
| Sales Intelligence | Pipeline Management, Activity Tracking, Quote Generation, Revenue Analytics |
Real-time Events
| Event Category | Event Types |
|---|---|
| Contact Events | Creation, updates, deletion, merge |
| Company Events | Creation, updates, property changes |
| Deal Events | Stage changes, amount updates, close dates |
| Ticket Events | Status changes, priority updates, assignment |
| Form Submissions | New leads from HubSpot forms |
| Email Events | Opens, clicks, bounces, unsubscribes |
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