Capabilities

• Sync user identities from HubSpot to ConductorOne

• Resources supported:

  • Teams
  • Accounts

Add a new HubSpot connector

This task requires either the Connector Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, click Connectors > Add connector.

2. Search for HubSpot and click Add.

3. Choose how to set up the new HubSpot connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

   Do you SSO into HubSpot using your identity, SSO, or federation provider? If so, make sure to add the connector to the unmanaged HubSpot app that was created automatically when you integrated your provider with ConductorOne, rather than creating a new managed app.

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   An HubSpot connector owner must have the following permissions:

   • Connector Administrator or Super Administrator role in ConductorOne
   • Super admin role in HubSpot

5. Click Next.

Next steps

• If you are the connector owner, proceed to Configure your HubSpot connector for instructions on integrating HubSpot with ConductorOne.

• If someone else is the connector owner, ConductorOne will notify them by email that their help is needed to complete the setup process.

Configure your HubSpot connector

A user with the Connector Administrator or Super Administrator role in ConductorOne and the Super admin role in HubSpot must perform this task.

Step 1: Create a private app and generate an access token

1. Log into HubSpot and navigate Settings > Private Apps.

2. Click Create a private app

3. On the Basic info tab, enter a name (such as “ConductorOne”) and description for the new app.

4. On the Scopes tab, select the following scopes:

In the Settings area:

• settings.users - Read
• settings.users.teams - Read

In the Standard area:

• account-info.security.read - Request
• integration-sync - Request
• oauth - Request

1. Click Create app and confirm your action.

2. The new private app’s token is shown. Carefully copy and save the token. You’ll use it in Step 2.

Step 2: Add your HubSpot credentials to ConductorOne

1. In ConductorOne, navigate to the HubSpot connector by either:

   • Clicking the Set up connector link in the email you received about configuring the connector.

   • Navigate to Connectors > HubSpot (if there is more than one HubSpot listed, click the one with your name listed as owner and the status Not connected).

2. Find the Settings area of the page and click Edit.

3. Paste the private app access token you generated in Step 1 into the Access token field.

4. Click Save.

5. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your HubSpot connector is now pulling access data into ConductorOne.

Configure the HubSpot integration using Terraform

As an alternative to the integration process described above, you can use Terraform to configure the integration between HubSpot and ConductorOne.

See the ConductorOne HubSpot integration resource page in the ConductorOne Terraform registry for example usage and the full list of required and optional parameters.