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Hubspot

Integrating Hubspot with Osano​

Connecting to Hubspot​

In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data.

Setup​

An admin must create a OAuth with the required scopes (crm.schemas.contacts.read, crm.schemas.companies.read, crm.schemas.deals.read, crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.deals.read, crm.objects.deals.write, tickets, sales-email-read) and enter that information in Osano to establish a connection via oauth.

Authenticated Roles​

admin

Authentication Actions​

  • OAuth -Instructions for obtaining your Hubspot Private App Access Token

  • Required Scopes

    • crm.schemas.contacts.read
    • crm.schemas.companies.read
    • crm.schemas.deals.read
    • crm.objects.contacts.read
    • crm.objects.contacts.write
    • crm.objects.companies.read
    • crm.objects.companies.write
    • crm.objects.deals.read
    • crm.objects.deals.write
    • tickets
    • sales-email-read

Authentication Methods​

  • oauth

Bearer token authentication

Core Functionality​

  • Data Discovery
  • User Search
  • Data Deletion

Base URL​

https://api.hubapi.com/crm/v3/

  • email
  • name
  • phoneNumber
  • address
  • birthday
  • userId

Endpoints​

Used for data discovery

  • POST crm/v3/objects/contacts/search - crm.objects.contacts.read
  • POST crm/v3/objects/companies/search - crm.objects.companies.read
  • POST crm/v3/objects/tickets/search - tickets
  • POST crm/v3/objects/calls/search
  • POST crm/v3/objects/emails/search - sales-email-read
  • POST crm/v3/objects/meetings/search
  • POST crm/v3/objects/notes/search
  • POST crm/v3/objects/tasks/search
  • POST crm/v3/objects/deals/search

Used for user search

  • POST crm/v3/objects/contacts/search - crm.objects.contacts.read
  • POST crm/v3/objects/companies/search - crm.objects.companies.read
  • POST crm/v3/objects/tickets/search - tickets
  • POST crm/v3/objects/calls/search
  • POST crm/v3/objects/emails/search - sales-email-read
  • POST crm/v3/objects/meetings/search
  • POST crm/v3/objects/notes/search
  • POST crm/v3/objects/tasks/search
  • POST crm/v3/objects/deals/search

Demo Video​

Last Modified: 2025-03-26