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Hubspot - How do I link my account?
Hubspot - How do I link my account?

How to link your Hubspot account to Merge

Toan Dao avatar
Written by Toan Dao
Updated this week

Overview

To authenticate Hubspot, you will need to provide the following information:

  • API Key

This guide will walk you through finding or creating those credentials within Hubspot.

Instructions

Step 1: Set up a private app

  1. Go to your "Settings" by clicking the gear icon on the top right"

  2. In the left sidebar, click on "Integrations" -> then click "Private apps" -> and finally click "Create a private app"

  3. Provide a name for your application

  4. Go to the "Scopes" tab and enable the following scopes

Permission

Required at minimum

Explanation

crm.objects.companies.read

Yes

Needed if reading a company

crm.objects.companies.write

No

Needed if writing a company

crm.objects.contacts.read

Yes

Needed if reading contacts

crm.objects.contacts.write

No

Needed if writing contacts

crm.objects.custom.read

Yes

Needed if reading custom objects

crm.objects.deals.read

Yes

Needed if reading deals

crm.objects.deals.write

No

Needed if writing deals

crm.objects.owners.read

Yes

Needed if reading owners

crm.schemas.custom.read

Yes

Needed if reading custom objects' schema

sales-email-read

Yes

Step 2: Copy the generated key and enter it into the linking flow

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