ConductorOne Docs

HubSpot integration

ConductorOne provides identity governance and just-in-time provisioning for HubSpot. Integrate your HubSpot instance with ConductorOne to run user access reviews (UARs) and enable just-in-time access requests.

Overview

HubSpot is a customer platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place.

Availability

โœ… General availability. The HubSpot integration is available to all ConductorOne users.

Capabilities

  • Sync user identities from HubSpot to ConductorOne
  • Resources supported:
    • Teams
    • Accounts

Set up the HubSpot integration

A user with the Super Administrator role in ConductorOne must perform this task.

  1. In ConductorOne, open Admin and click Integrations > HubSpot.

  2. If this is your first HubSpot integration, the integration form opens automatically. Otherwise, click Add Connector.

  3. Choose whether to add the new HubSpot connector to an existing application (and select the app of your choice) or to create a new application.

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

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

    An HubSpot integration owner must have the following permissions:

    • Integration Administrator or Super Administrator role in ConductorOne
    • Super admin role in HubSpot
  1. Click Create and add details.

Next steps

  • If you are the integration owner, proceed to Integrate your HubSpot instance for instructions on integrating HubSpot with ConductorOne.

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

Integrate your HubSpot instance

A user with the Integration 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, open Admin and click Integrations > HubSpot.

  2. In the list of connectors, locate and click on the name of the connector with the Not connected label.

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

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

  5. Click Save.

  6. 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 instance is now integrated with 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.