Hubspot Setup
For Cyclr to connect with the Hubspot API you will need to create an “Application” in the Hubspot account, as detailed below:
NB. This part is completed once, by a Partner. The client/customer does not need their own separate application within Hubspot.
- Login to the Hubspot Developer Portal here
- Follow the Hubspot documentation to create an application
- In the
Auth
tab you will see aClient ID
andClient Secret
. Make a note of these to use in the connector setup. - The Redirect URL should be https://{service domain}/connector/callback. Your service domain can be found in your Cyclr console under
Settings > General Settings > Service Domain
. - It is not necessary to set any scopes, as these will be handled automatically by the connector.
Permissions
In order to use the Products and Line Items methods, the user must be assigned a paid Sales Hub seat within Hubspot.
Connector Setup
The Connector now can be installed using the credentials obtained in the above steps:
Client ID: Client ID
Secret: Client Secret
You will then be prompted to log in, select your Hubspot and authorize access to the connector.
Important note about Account selection
After entering your Client ID and Secret, and signing into hubspot, you will be presented with the Choose an Account screen.
It is important to select the main account, rather than the developer account. You can identify the main account by looking for the one with Products attached.
In the example below, this would be the “Cyclr” account.