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Hubspot Partner Credentials
Hubspot Partner Credentials

Follow this guide to generate Hubspot partner credentials

Matthew Doherty avatar
Written by Matthew Doherty
Updated this week

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

  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 these scopes under the “Auth” page:

    1. crm.objects.companies.read

    2. crm.objects.companies.write

    3. crm.objects.contacts.read

    4. crm.objects.contacts.write

    5. crm.objects.custom.read

    6. crm.objects.deals.read

    7. crm.objects.deals.write

    8. crm.objects.owners.read

    9. crm.schemas.custom.read

    10. 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 Intercom!

Step Three: Populate your app's details within Merge

  1. Navigate to the CRM Integrations Configurations page in the Merge dashboard.

  2. Expand the Hubspot Integration and select the "I am a Hubspot Partner..." checkbox.

  3. For each parameter click Edit and enter the corresponding value.

    1. OAuth Client Id: The Client ID value from “Auth” → “App credentials”.

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

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