{"id":5699,"date":"2025-11-21T14:44:00","date_gmt":"2025-11-21T13:44:00","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=5699"},"modified":"2026-02-13T11:38:48","modified_gmt":"2026-02-13T10:38:48","slug":"hubspot-api-connector","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/hubspot-api-connector\/","title":{"rendered":"HubSpot API connector"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"\" class=\"wp-image-3984\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>[<em>Reading time: 3 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>This article explains how to configure the HubSpot integration in INO cx.<\/p>\n\n\n\n<p><em>Note: the entire article concerns CRMs v2, but the HubSpot configuration section is common to CRMs v1.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. HubSpot configuration<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1.1. Create a HubSpot developer account<\/strong><\/h3>\n\n\n\n<p>You must start with a <a href=\"https:\/\/developers.hubspot.com\/docs\/getting-started\/account-types\" data-type=\"link\" data-id=\"https:\/\/developers.hubspot.com\/docs\/getting-started\/account-types\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot developer account<\/a>.<\/p>\n\n\n\n<p>This account will allow you to create a legacy app, required to connect HubSpot with INO cx.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1.<strong>2. Create a Legacy App<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the developer account, click &#8216;development&#8217; in the left-side vertical menu. <\/li>\n\n\n\n<li>Go to &#8216;legacy apps&#8217;.<\/li>\n\n\n\n<li>Click &#8216;create legacy app&#8217;.<\/li>\n\n\n\n<li>Select &#8216;Public&#8217;.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"515\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-1024x515.png\" alt=\"\" class=\"wp-image-5702\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-1024x515.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-300x151.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-768x386.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-50x25.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-1536x773.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-2048x1030.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-60x30.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.52.51-100x50.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can only access the OAuth credentials (App ID, Client ID, Client Secret) after filling out the authentication configuration.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1.3. Configure the authentication (OAuth)<\/strong><\/h3>\n\n\n\n<p>Open the app you just created and add a name for your app, then go to the Auth tab.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"746\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-1024x746.png\" alt=\"\" class=\"wp-image-5704\" style=\"width:500px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-1024x746.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-300x219.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-768x560.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-50x36.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-1536x1119.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-60x44.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41-100x73.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.54.41.png 1872w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><br>Fill in all required fields, including the Redirect URLs, otherwise HubSpot will not allow the app to be created.<\/p>\n\n\n\n<p>Use the following redirect URLs:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>https:\/\/{{domain}}.ino.cx\/api\/authclients\/hbdnakz\/fzefdzs<\/li>\n\n\n\n<li>https:\/\/{{domain}}.ino.cx\/api\/sso\/login\/oauth\/callback<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"805\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-1024x805.png\" alt=\"\" class=\"wp-image-5705\" style=\"width:500px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-1024x805.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-300x236.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-768x604.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-50x39.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-60x47.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32-100x79.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.50.32.png 1063w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Add all required permissions used by the integration by clicking &#8216;Add new scope&#8217;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"802\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-1024x802.png\" alt=\"\" class=\"wp-image-5706\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-1024x802.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-300x235.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-768x601.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-50x39.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-1536x1202.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-60x47.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23-100x78.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-11.56.23.png 1740w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"821\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image.png\" alt=\"\" class=\"wp-image-6051\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image.png 996w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image-300x247.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image-768x633.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image-50x41.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image-60x49.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/image-100x82.png 100w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<p><em>Note: additional scopes may be required depending on the CRM objects you plan to configure.<\/em><\/p>\n\n\n\n<p>When all fields are complete, click &#8216;Create app&#8217;.<\/p>\n\n\n\n<p>Your app now appears in legacy apps list, and the following credentials become visible:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>App ID<\/li>\n\n\n\n<li>Client ID<\/li>\n\n\n\n<li>Client Secret<\/li>\n<\/ul>\n\n\n\n<p><strong>Copy them for later use.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. INO cx configuration<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">2.<strong>1. Create the authentication method<\/strong><\/h3>\n\n\n\n<p>In the Maker:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to Authentication methods.<\/li>\n\n\n\n<li>Create a new HubSpot type method.<\/li>\n\n\n\n<li>Fill the fields using the values retrieved in HubSpot:<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-fixed-layout\"><thead><tr><th>INO cx<\/th><th>HubSpot<\/th><\/tr><\/thead><tbody><tr><td>Environment<\/td><td>App ID<\/td><\/tr><tr><td>Client ID<\/td><td>Client ID<\/td><\/tr><tr><td>Token<\/td><td>Client secret<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-1024x372.png\" alt=\"\" class=\"wp-image-5710\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-1024x372.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-300x109.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-768x279.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-50x18.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-1536x557.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-2048x743.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-60x22.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-17.06.17-100x36.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"481\" height=\"516\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.35.png\" alt=\"\" class=\"wp-image-5711\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.35.png 481w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.35-280x300.png 280w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.35-47x50.png 47w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.35-56x60.png 56w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.35-93x100.png 93w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/figure>\n\n\n\n<p>Save your method.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.2. Activate the OAuth client<\/strong><\/h3>\n\n\n\n<p>Activate the authentication method.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"101\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-1024x101.png\" alt=\"\" class=\"wp-image-5713\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-1024x101.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-300x30.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-768x76.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-50x5.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-60x6.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55-100x10.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-12.16.55.png 1145w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>A popup opens and redirects you to HubSpot.<br>Confirm the connection between INO cx and HubSpot, and select the correct HubSpot environment.<\/p>\n\n\n\n<p>Once validated, the method becomes active.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.<strong>3. Create the SSO connector<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the Maker, go to SSO connectors.<\/li>\n\n\n\n<li>Create a new connector.<\/li>\n\n\n\n<li>Select the HubSpot authentication method you just configured.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"485\" height=\"426\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.27.27.png\" alt=\"\" class=\"wp-image-5714\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.27.27.png 485w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.27.27-300x264.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.27.27-50x44.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.27.27-60x53.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.27.27-100x88.png 100w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2.4. <strong>Assign the connector to a user<\/strong><\/h3>\n\n\n\n<p>Associate this connector to your user, to allow logging into INO cx with HubSpot.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-1024x540.png\" alt=\"\" class=\"wp-image-5716\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-1024x540.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-300x158.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-768x405.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-50x26.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-1536x809.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-2048x1079.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-60x32.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.10.00-100x53.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"188\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.29.58.png\" alt=\"\" class=\"wp-image-5715\" style=\"width:200px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.29.58.png 365w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.29.58-300x155.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.29.58-50x26.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.29.58-60x31.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-18-a-15.29.58-100x52.png 100w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/figure>\n\n\n\n<p>Use the login URL to connect through HubSpot.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"359\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-1024x359.png\" alt=\"\" class=\"wp-image-5718\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-1024x359.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-300x105.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-768x269.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-50x18.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-1536x538.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-2048x717.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-60x21.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-19-a-15.16.12-100x35.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2.5<strong>. Create the HubSpot CRM v2<\/strong><\/h3>\n\n\n\n<p>In the Maker:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to CRM v2.<\/li>\n\n\n\n<li>Create a HubSpot type CRM.<\/li>\n\n\n\n<li>Select the authentication method already configured.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.6. Create the HubSpot CRM objects<\/strong><\/h3>\n\n\n\n<p>Create the objects you want to synchronize, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contacts<\/li>\n\n\n\n<li>Tickets<\/li>\n\n\n\n<li>Calls<\/li>\n\n\n\n<li>etc.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"482\" height=\"471\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-09.50.37.png\" alt=\"\" class=\"wp-image-5720\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-09.50.37.png 482w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-09.50.37-300x293.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-09.50.37-50x50.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-09.50.37-60x60.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-09.50.37-100x98.png 100w\" sizes=\"auto, (max-width: 482px) 100vw, 482px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.7. Create CRM object fields<\/strong><\/h3>\n\n\n\n<p>Follow the <a href=\"https:\/\/developers.hubspot.com\/docs\/guides\/crm\/understanding-the-crm\" data-type=\"link\" data-id=\"https:\/\/developers.hubspot.com\/docs\/guides\/crm\/understanding-the-crm\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot API documentation<\/a> to reproduce the CRM schema in INO cx.<br>Examples include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contact<\/strong> fields: \n<ul class=\"wp-block-list\">\n<li>First name (short text)<\/li>\n\n\n\n<li>Last name (short text)<\/li>\n\n\n\n<li>Phone number (phone number)<\/li>\n\n\n\n<li>Mobile phone number (phone number)<\/li>\n\n\n\n<li>Email (email adress)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ticket<\/strong> fields: \n<ul class=\"wp-block-list\">\n<li>Ticket ID (short text)<\/li>\n\n\n\n<li>Ticket name (short text)<\/li>\n\n\n\n<li>Ticket status (short text)<\/li>\n\n\n\n<li>Ticket description (long text)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Calls<\/strong> fields: \n<ul class=\"wp-block-list\">\n<li>Call title (short text)<\/li>\n\n\n\n<li>Calls status (short text)<\/li>\n\n\n\n<li>Call direction (short text)<\/li>\n\n\n\n<li>Call duration (numeric)<\/li>\n\n\n\n<li>From number (phone number)<\/li>\n\n\n\n<li>To number (phone number)<\/li>\n\n\n\n<li>Activity date (date + time)<\/li>\n\n\n\n<li>Call outcome (short text)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.8. Create screen pop scenarios and interaction assignment<\/strong><\/h3>\n\n\n\n<p>Set up:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Screen pop conditions (e.g., phone number search on Contacts)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"395\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-1024x395.png\" alt=\"\" class=\"wp-image-5723\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-1024x395.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-300x116.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-768x296.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-50x19.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-1536x592.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-60x23.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50-100x39.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.09.50.png 1718w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Interaction assignment rules<\/li>\n<\/ul>\n\n\n\n<p>You can base rules on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Channel: Voice | Email | Messaging<\/li>\n\n\n\n<li>Direction: Incoming | Outgoing<\/li>\n\n\n\n<li>CRM object: Contacts | Tickets | Calls<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"614\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-1024x614.png\" alt=\"\" class=\"wp-image-5725\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-1024x614.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-300x180.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-768x460.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-50x30.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-1536x920.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-2048x1227.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-60x36.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.12.37-100x60.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Refer to HubSpot API documentation for mapping.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.9. Associate the CRM to a Profile<\/strong><\/h3>\n\n\n\n<p>Finally, go to Profiles in the Maker and associate your new HubSpot CRM with the appropriate profile so agents can access it from the Banner.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"661\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-1024x661.png\" alt=\"\" class=\"wp-image-5726\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-1024x661.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-300x194.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-768x496.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-50x32.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-1536x991.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-2048x1321.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-60x39.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/11\/Capture-decran-2025-11-20-a-10.18.12-100x65.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 3 minutes] Overview This article explains how to configure the HubSpot integration in INO cx. Note: the entire article concerns CRMs v2, but the HubSpot configuration section is common to CRMs v1. 1. HubSpot configuration 1.1. Create a HubSpot developer account You must start with a HubSpot developer&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[108],"ht-kb-tag":[],"class_list":["post-5699","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integration"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5699","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=5699"}],"version-history":[{"count":15,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5699\/revisions"}],"predecessor-version":[{"id":6052,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5699\/revisions\/6052"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=5699"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=5699"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=5699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}