How do I create an access token in HubSpot?

What is an access token for the HubSpot connection?

The access token is the credential that allows snapAddy to access HubSpot as part of the system integration. For a shared CRM connection at organisation level, you create this access token yourself in HubSpot and store it in snapAddy.

HubSpot offers two variants for this access token. The service key is the newer, recommended variant for system-to-system integrations. The private app remains usable as the previous route, but HubSpot has renamed the Private Apps menu entry to Legacy Apps. The access token is sometimes also referred to as a HubSpot API key.

Which requirements apply to a service key?

Creating a service key in HubSpot requires Super Admin rights or access to the Developer Tools. In addition, a service key can only be granted the scopes that the creating user already holds.

How do I create a service key in HubSpot?

You create a service key in HubSpot under Development > Keys > Service Keys using the Create service key button. You can reach the same overview via Settings > Integrations > Service Keys.

1. Log in to your HubSpot account and open the Development area from the left icon bar.

2. In the sidebar, expand Keys.

3. Select Service Keys.

4. In the top right-hand corner, click Create service key.

5. Under Name, enter a descriptive name, for example snapAddy. The name appears in HubSpot tools such as logs and must be unique to the account.

6. Use Add new scope to add the scopes required by snapAddy.

7. In the top right-hand corner, click Create.

8. Open the new service key by clicking its name. The key is hidden for security reasons. Click Show to reveal it, then click Copy.

Which scopes does snapAddy require?

The connection between snapAddy and HubSpot requires the following five scopes on the access token:

crm.objects.companies.read
crm.objects.companies.write
crm.objects.contacts.read 
crm.objects.contacts.write
files

These five scopes apply to both the service key and the private app. 

How do I store the access token in snapAddy?

Paste the copied access token into the HubSpot connection settings in the snapAddy organisation settings and save your entry. The system integration between snapAddy and HubSpot is then active.

How do I create an access token via a private app?

Creating an access token through a private app remains available as an alternative. HubSpot now lists private apps under Legacy Apps. For new connections, the service key is recommended.

1. Log in to your HubSpot account and open the Settings.

2. Go to Integrations > Private Apps.

3. Click Create a private app.

4. Choose a name. This will be shown as Source Drill-Down 2 on a record.

5. In the Scopes tab, select the five scopes listed above.

6. In the top right-hand corner, click Create app.

7. Copy the access token and paste it into the organisation settings.

Which questions commonly come up next?

How do I connect snapAddy to HubSpot overall?

The full setup of the HubSpot connection for snapAddy LeadResearch and VisitReport is described in a separate article: How to connect snapAddy LeadResearch and VisitReport to HubSpot.

How do I set up a shared CRM connection for HubSpot in DataAgents?

A shared CRM connection lets several users work with the same HubSpot access. The configuration is explained in How to configure DataAgents to use shared CRM connections for HubSpot.

Which known solutions exist for HubSpot?

Common obstacles in the HubSpot connection and their solutions are collected in Known solutions for HubSpot.

How do I use HubSpot marketing automation with snapAddy?

How captured leads can be processed further in HubSpot workflows is described in Hubspot Marketing Automation.