Documentation Index
Fetch the complete documentation index at: https://enterprise-docs.crewai.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
CrewAI supports integration with HubSpot CRM, enabling your crews to interact with contacts, companies, deals, tickets, and products.
Prerequisites
- A HubSpot account (any tier)
- Access to the HubSpot Developer Portal
- Admin permissions in your HubSpot account to install apps
HubSpot App Setup
Step 1: Access the Developer Portal
- Navigate to the HubSpot Developer Portal
- Sign in with your HubSpot account
- If you don’t have a developer account, click Create a developer account
Step 2: Create a New App
- In the Developer Portal, click Apps in the top navigation
- Click Create app
- 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
-
In your app settings, navigate to the Auth tab
-
Under Redirect URLs, add:
Default configuration (NGINX with shared hostname):
https://<YOUR_APPLICATION_HOST>/oauthsvc/oauth/add
path: "/"):
https://<YOUR_OAUTH_HOST>/oauth/add
When using GKE’s native ingress or a separate OAuth hostname with oauth.ingress.path: "/", the /oauthsvc prefix is not included. See OAuth Ingress Path Configuration.
-
Under Scopes, select the scopes required for your use case (see Required Scopes below)
Step 4: Get Your Credentials
-
In the Auth tab, locate your credentials:
- Client ID: Your app’s unique identifier
- Client Secret: Click Show to reveal the secret
-
Store these credentials securely for CrewAI configuration
Required Scopes
Select the scopes based on the HubSpot features you want to use with CrewAI:
| Scope | Description |
|---|
crm.objects.contacts.read | Read contact records |
crm.objects.contacts.write | Create and update contact records |
Deals
| Scope | Description |
|---|
crm.objects.deals.read | Read deal records |
crm.objects.deals.write | Create and update deal records |
Companies
| Scope | Description |
|---|
crm.objects.companies.read | Read company records |
crm.objects.companies.write | Create and update company records |
Tickets
| Scope | Description |
|---|
tickets | Full access to support tickets |
Products
| Scope | Description |
|---|
e-commerce | Access to products and e-commerce data |
Complete Scopes Summary
For full CRM integration, add all of the following scopes:
| Scope | Purpose |
|---|
crm.objects.contacts.read | Read contacts |
crm.objects.contacts.write | Write contacts |
crm.objects.deals.read | Read deals |
crm.objects.deals.write | Write deals |
crm.objects.companies.read | Read companies |
crm.objects.companies.write | Write companies |
tickets | Access tickets |
e-commerce | Access products |
oauth:
enabled: true
secrets:
hubspot:
clientId: "your-hubspot-client-id"
clientSecret: "your-hubspot-client-secret"
Activate the Integration
After deploying the updated Helm values, you must sync the integration definitions so the platform recognizes them. Use either method:
Option 1: Via Admin Panel
- Log in to the CrewAI web UI as an admin
- Navigate to Admin Panel > Tools & Integrations
- Click the Sync Integrations button
Option 2: Via kubectl
kubectl exec -it deploy/crewai-web -- bin/rails studio:tools:sync_crewai_tools
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