Configuring the HubSpot Action

Back to Actions Integrations

Connect the HubSpot integration to create, view, update, search, and delete deals and contacts using pre-built templates. See HubSpot for more information.

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Authorizations Supported

The XO Platform supports OAuth 2.0 for HubSpot. See Setting Up Authorization Using OAuth v2 for details.

Authorization Type	OAuth – System	OAuth – Custom
Pre-authorize the Integration	Yes	Yes
Allow Users to Authorize the Integration	Yes	Yes

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Step 1: Enable the HubSpot Action

Prerequisites:

• Create a developer account in HubSpot. See HubSpot Developer Center for details.
• Copy the Client ID and Client Secret key values.

Steps:

1. Go to App Settings > Integrations > Actions.
2. In the Available section, select HubSpot.

Pre-authorize the Integration

System Authorization

Pre-authorize with Kore.ai’s preconfigured HubSpot app:

1. Go to App Settings > Integrations > Actions and select HubSpot.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Pre-authorize the Integration > OAuth.

4. Select the System card and click Authorize.

   

5. You are redirected to login.hubspot.com. Enter your developer account credentials.

   

6. Select a HubSpot account and click Choose Account.

7. Click Enable.

Custom Authorization

Use your own OAuth profile instead of Kore.ai’s app:

1. Select Custom and click Select Authorization > Create New.

   

2. Select OAuth v2. See Setting Up Authorization Using OAuth v2.

   

3. Enter the OAuth v2 credentials:

   • Call back URL
   • Identity Provider Name
   • Client ID
   • Client Secret
   • Authorization URL
   • Token Request URL
   • Scope
   • Refresh Token URL
   

4. Click Save Auth, select the new profile, then click Authorize.

5. Enter credentials at login.hubspot.com.

   

6. Select a HubSpot account, click Choose Account, then click Enable.

   

The HubSpot action moves from Available to Configured after enabling.

Allow End User to Authorize

System Authorization

1. Go to App Settings > Integrations > Actions and select HubSpot.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Allow Users to Authorize the Integration > OAuth.

4. Select the System card.

5. Click Enable. A link is sent to the end user to authorize integration.

   

Custom Authorization

1. Select Allow Users to Authorize the Integration > OAuth > Custom.

2. Click Select Authorization > Create New and follow the Custom Authorization steps above.

   

   You can also select an existing profile:

   

3. Click Enable.

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Step 2: Install the HubSpot Action Templates

1. On the Integration Successful dialog, click Explore Templates.

   

2. In the Integration Templates dialog, click Install.

   

3. Once installed, the associated dialog task is auto-created. Click Go to Dialog or go to Automation AI > Use Cases > Dialogs.

4. To use the templates, see Using HubSpot Templates.