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
If you do not yet have a Hubspot account, create one here!
Step 2: Create a Hubspot Public App
Log in to your Hubspot Developer account and navigate to “Manage apps”.
Create a new public app and navigate to the app’s “Auth” page.
Click “Add redirect URL”, and add this URL: https://app.merge.dev/oauth/callback
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
On the Merge Dashboard, navigate to the Integrations tab
Under CRM, identify the Hubspot integration
Enable the integration using the toggle on the right
Click Set up organization-level credentials
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”
OAuth Redirect URI: https://app.merge.dev/oauth/callback
