HubSpot Integration

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Overview

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Prerequisites

• A HubSpot account (any tier)
• Access to the HubSpot Developer Portal
• Admin permissions in your HubSpot account to install apps

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HubSpot App Setup

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Step 1: Access the Developer Portal

1. Navigate to the HubSpot Developer Portal
2. Sign in with your HubSpot account
3. If you don’t have a developer account, click Create a developer account

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Step 2: Create a New App

1. In the Developer Portal, click Apps in the top navigation
2. Click Create app
3. Fill in the app details:
   • App name: Enter a name (e.g., “CrewAI Integration”)
   • Description: Optional description of the integration
   • Logo: Optional logo for the app

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Step 3: Configure OAuth Settings

1. In your app settings, navigate to the Auth tab
2. Under Redirect URLs, add: Default configuration (NGINX with shared hostname):
   https://<YOUR_APPLICATION_HOST>/oauthsvc/oauth/add
   
   Separate OAuth hostname (GKE/ALB with path: "/"):
   https://<YOUR_OAUTH_HOST>/oauth/add
   
   See OAuth Redirect URI Patterns for the correct redirect URI format based on your ingress configuration.
3. Under Scopes, select the scopes required for your use case (see Required Scopes below)

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Step 4: Get Your Credentials

1. In the Auth tab, locate your credentials:
   • Client ID: Your app’s unique identifier
   • Client Secret: Click Show to reveal the secret
2. Store these credentials securely for CrewAI configuration

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Required Scopes

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Contacts

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Deals

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Companies

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Tickets

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Products

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Complete Scopes Summary

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Configure CrewAI Helm Values

oauth:
  enabled: true
  secrets:
    hubspot:
      clientId: "your-hubspot-client-id"
      clientSecret: "your-hubspot-client-secret"

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Activate the Integration

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