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Back to Actions Integrations Connect the HubSpot integration to create, view, update, search, and delete deals and contacts using pre-built templates. See HubSpot for more information.

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Authorizations Supported

The XO Platform supports OAuth 2.0 for HubSpot. See Setting Up Authorization Using OAuth v2 for details.
Authorization TypeOAuth – SystemOAuth – Custom
Pre-authorize the IntegrationYesYes
Allow Users to Authorize the IntegrationYesYes

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Step 1: Enable the HubSpot Action

Prerequisites:
  • Create a developer account in HubSpot. See HubSpot Developer Center for details.
  • Copy the Client ID and Client Secret key values.
Steps:
  1. Go to App Settings > Integrations > Actions.
  2. In the Available section, select HubSpot.

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Pre-authorize the Integration

System Authorization Pre-authorize with Kore.ai’s preconfigured HubSpot app:
  1. Go to App Settings > Integrations > Actions and select HubSpot.
  2. In Configurations, select the Authorization tab.
  3. Set Authorization Type to Pre-authorize the Integration > OAuth.
  4. Select the System card and click Authorize. Auth type-OAuth Authorize Kore.ai's preconfigured HubSpot app
  5. You are redirected to login.hubspot.com. Enter your developer account credentials. Connect to developer account
  6. Select a HubSpot account and click Choose Account.
  7. Click Enable.
Custom Authorization Use your own OAuth profile instead of Kore.ai’s app:
  1. Select Custom and click Select Authorization > Create New. Create new auth
  2. Select OAuth v2. See Setting Up Authorization Using OAuth v2. Select auth mechanism
  3. Enter the OAuth v2 credentials:
    • Call back URL
    • Identity Provider Name
    • Client ID
    • Client Secret
    • Authorization URL
    • Token Request URL
    • Scope
    • Refresh Token URL
    Enter auth credentials
  4. Click Save Auth, select the new profile, then click Authorize.
  5. Enter credentials at login.hubspot.com. Connect to developer account
  6. Select a HubSpot account, click Choose Account, then click Enable. Enable integration
The HubSpot action moves from Available to Configured after enabling.

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Allow End User to Authorize

System Authorization
  1. Go to App Settings > Integrations > Actions and select HubSpot.
  2. In Configurations, select the Authorization tab.
  3. Set Authorization Type to Allow Users to Authorize the Integration > OAuth.
  4. Select the System card.
  5. Click Enable. A link is sent to the end user to authorize integration. Enable integration-authorization link sent to user
Custom Authorization
  1. Select Allow Users to Authorize the Integration > OAuth > Custom.
  2. Click Select Authorization > Create New and follow the Custom Authorization steps above. Create new authorization You can also select an existing profile: Select existing auth profile
  3. Click Enable.

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Step 2: Install the HubSpot Action Templates

  1. On the Integration Successful dialog, click Explore Templates. Explore templates
  2. In the Integration Templates dialog, click Install. Begin template installation
  3. Once installed, the associated dialog task is auto-created. Click Go to Dialog or go to Automation AI > Use Cases > Dialogs.
  4. To use the templates, see Using HubSpot Templates.