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Hubspot - How do I set up my partner credentials for OAuth?
Hubspot - How do I set up my partner credentials for OAuth?

Follow this guide to generate Hubspot partner credentials

Updated this week

Overview

If you would like to use OAuth to allow your customers to link Hubspot accounts with Merge, you'll need to create a Hubspot Application and enter its credentials within Merge. This is recommended if you would like to have multiple end users linking their accounts, per Hubspot’s documentation.

Instructions

Step 1: Sign up for Hubspot

  1. If you do not yet have a Hubspot account, create one here!

Step 2: Create a Hubspot Public App

  1. Log in to your Hubspot Developer account and navigate to “Manage apps”.

  2. Create a new public app and navigate to the app’s “Auth” page.

  3. Click “Add redirect URL”, and add this URL: https://app.merge.dev/oauth/callback

  4. Enable the following scopes under the “Auth” page:

    • crm.objects.companies.read

    • crm.objects.companies.write

    • crm.objects.contacts.read

    • crm.objects.contacts.write

    • crm.objects.custom.read

    • crm.objects.deals.read

    • crm.objects.deals.write

    • crm.objects.owners.read

    • crm.schemas.custom.read

    • sales-email-read

    Note: These scopes can mainly be found under the “CRM” section, while “sales-email-read” will be under the “Standard” section. If you would like to use only a subset of these scopes, reach out to us via a support ticket!

Step 3: Add your Hubspot client credentials to Merge

  1. On the Merge Dashboard, navigate to the Integrations tab

  2. Under CRM, identify the Hubspot integration

  3. Enable the integration using the toggle on the right

  4. Click Set up organization-level credentials

  5. Enter the following information in the corresponding fields

    • OAuth Client Id: The Client ID value from “Auth” → “App credentials”\

    • OAuth Client Secret: The Client secret value from “Auth” → “App credentials”

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