HubSpot Integration - Set up a Legacy App with OAuth

ScalePad Documentation Team
ScalePad Documentation Team
  • Updated

As of November 30th, 2022, HubSpot requires all integrations to be built using a Legacy App with OAuth Authentication.

 

To keep your integration working, you must follow these steps before November 30th, 2022:

  1. Log in to your HubSpot Account
    ​

  2. Navigate to Settings.
    ​

     

  3. Click on Integrations > Legacy Apps.
     

  4. Click Create a legacy app.
     

  5. Under Basic Info, name your app "Quoter" and optionally provide a logo and description.
    ​


    ​
  6. Click Scopes > Click “+ Add new scope” > Under “CRM” > enable these permissions:
    crm.objects.deals.read and
    crm.objects.deals.write
    crm.objects.line_items.read and
    crm.objects.line_items.write
    crm.objects.owners.read
    crm.schemas.companies.read and
    crm.schemas.companies.write
    crm.schemas.contacts.read and
    crm.schemas.contacts.write
    crm.schemas.deals.read and
    crm.schemas.deals.write
    

    CRM.png
    ​

  7. Under “Other” > enable these permissions:

    ​files
    oauth

    Other.png

  8. Click Update > Create app > Accept the warning for creating a new private app.
    ​Warning.png

  9. Copy the Access Token for your new Private App.
     

  10. Now log in to Quoter.
    ​

  11. Navigate to Settings, then Integrations:
    ​

     

  12. Click the pencil icon next to your HubSpot integration.
    ​

  13. Check Connect via Private App, then paste your Access Token into the field.
    ​

     

  14. Scroll to the bottom of the page and click Save Integration.
    ​

That's it! You're now using your new Hubspot Private App to integrate with Quoter.


​

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request