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Overview

CrewAI supports integration with HubSpot CRM, enabling your crews to interact with contacts, companies, deals, tickets, and products.

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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: 
    https://<YOUR_APPLICATION_HOST>/oauthsvc/oauth/hubspot/callback
    Replace <YOUR_APPLICATION_HOST> with your CrewAI application domain.
  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

Select the scopes based on the HubSpot features you want to use with CrewAI:

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Contacts

ScopeDescription
crm.objects.contacts.readRead contact records
crm.objects.contacts.writeCreate and update contact records

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Deals

ScopeDescription
crm.objects.deals.readRead deal records
crm.objects.deals.writeCreate and update deal records

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Companies

ScopeDescription
crm.objects.companies.readRead company records
crm.objects.companies.writeCreate and update company records

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Tickets

ScopeDescription
ticketsFull access to support tickets

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Products

ScopeDescription
e-commerceAccess to products and e-commerce data

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Complete Scopes Summary

For full CRM integration, add all of the following scopes:
ScopePurpose
crm.objects.contacts.readRead contacts
crm.objects.contacts.writeWrite contacts
crm.objects.deals.readRead deals
crm.objects.deals.writeWrite deals
crm.objects.companies.readRead companies
crm.objects.companies.writeWrite companies
ticketsAccess tickets
e-commerceAccess products

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Configure CrewAI Helm Values

Add your HubSpot credentials to your CrewAI Helm values: 
oauth:
  enabled: true
  secrets:
    hubspot:
      clientId: "your-hubspot-client-id"
      clientSecret: "your-hubspot-client-secret"
See Built-in Integrations Configuration for complete configuration options.