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.
Step One: Sign up for Hubspot If you do not yet have a Hubspot account, create one here!
Step Two: 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.
Enable these scopes under the “Auth” page:
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 Intercom!
Step Three: Populate your app's details within Merge
Navigate to the CRM Integrations Configurations page in the Merge dashboard.
Expand the Hubspot Integration and select the "I am a Hubspot Partner..." checkbox.
For each parameter click Edit and enter the corresponding value.
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.