--- title: How do I configure DataAgents to use a shared CRM connection for HubSpot? description: This enables DataAgents to communicate with your CRM without every user being connected to HubSpot --- [Skip to content](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-hubspot#main-content) - [English](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-hubspot) - [Deutsch](https://portal.snapaddy.com/de/knowledge/wie-man-dataquality-automation-konfiguriert-um-gemeinsame-crm-verbindungen-für-hubspot-zu-nutzen) English Show submenu for translations [Customer portal](https://portal.snapaddy.com/help?hsLang=en) [![AppSignet](https://portal.snapaddy.com/hs-fs/hubfs/AppSignet.png?width=60&height=60&name=AppSignet.png)](https://portal.snapaddy.com/knowledge?hsLang=en) Open main navigation Close main navigation - - [English](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-hubspot) - [Deutsch](https://portal.snapaddy.com/de/knowledge/wie-man-dataquality-automation-konfiguriert-um-gemeinsame-crm-verbindungen-für-hubspot-zu-nutzen) English Show submenu for translations - [Customer portal](https://portal.snapaddy.com/help) - [snapAddy website](https://www.snapaddy.com/) [snapAddy website](https://www.snapaddy.com/) snapAddy Knowledge base - How can we help? - There are no suggestions because the search field is empty. 1. [snapAddy Knowledge Base](https://portal.snapaddy.com/knowledge?hsLang=en) 2. [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en) 3. [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en#installation-and-setup) # How do I configure DataAgents to use a shared CRM connection for HubSpot? ## A shared CRM connection for HubSpot lets snapAddy DataAgents access HubSpot without a connection for each user. You store a HubSpot service key as the access token in the organisation settings. ⚠️🚨**Important:** Shared CRM connections are used for workflows. **Users** **with the following** **roles** **gain access to the shared connection**: - **Administrators** (DataAgents, VisitReport) - **Managers** (DataAgents) - **Event Managers** (VisitReport) **This may exceed their personal CRM permissions.**🚨 ### Which access token does a shared CRM connection for HubSpot require? A shared CRM connection for HubSpot requires an access token from HubSpot. Use a **service key**. The service key is the HubSpot credential for system-to-system integrations. It is the recommended option for DataAgents. You create the service key in HubSpot under **Development \> Keys \> Service Keys**. You need Super Admin rights or access to the developer tools in HubSpot. For the individual steps, see -\> **[How do I create an access token in HubSpot?](https://portal.snapaddy.com/knowledge/hubspot-access-token?hsLang=en).** A **private app** is still possible. HubSpot now lists private apps under **Legacy Apps**. Existing private apps and their access tokens stay valid. For a new shared CRM connection for HubSpot, use the service key. **Note:** service keys are in public beta at HubSpot. Menu labels and options can still change. The required scopes depend on your workflow configuration, but should include at least the following scopes. These are the scopes we request from snapAddy when a user connects to HubSpot within DataAgents: - crm.objects.owners.read - crm.objects.companies.read - crm.objects.companies.write - crm.schemas.companies.read - crm.objects.contacts.read - crm.objects.contacts.write - crm.schemas.contacts.read - crm.objects.deals.read - crm.objects.deals.write - crm.schemas.deals.read - files After creating the app, copy its access token; this will be required in the next step. ### Configure DataAgents to use the created private app access token 1. Open the [snapAddy Dashboard settings](https://app.snapaddy.com/settings/system-integration) and navigate to "Organization" -\> "System integration". 2. If HubSpot is not included in the list of configured CRM systems, click on "Add another CRM system" and select HubSpot. 3. Switch to the shared connection ("Shared connection") in the  HubSpot integration Modal . 4. Enter the  access token in the **DataAgents - App access token** field, then click "Save". ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Aug-31-2026-01-07-49-1518-PM.png?width=500&height=437&name=image-png-Aug-31-2026-01-07-49-1518-PM.png) 5. Navigate to [DataAgents](https://app.snapaddy.com/data-agents/workflows) and open the "Workflows" section.   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-23-2026-01-18-53-7714-PM.png?width=1005&height=234&name=image-png-Jun-23-2026-01-18-53-7714-PM.png) 6. Create a new workflow or edit an existing one via the three dots and "Edit".   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-23-2026-02-28-39-1829-PM.png?width=900&height=251&name=image-png-Jun-23-2026-02-28-39-1829-PM.png) 7. Activate the **"Use Shared CRM connection"** checkbox. ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-24-2026-02-13-16-5630-PM.png?width=670&height=573&name=image-png-Jun-24-2026-02-13-16-5630-PM.png) **Note:** The checkbox only appears if a shared connection has been successfully established beforehand.  That's it, now you're ready to go. You are now using your shared CRM connection when this workflow is executed based on an incoming email. 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