jump to content

HubSpot

Connect HubSpot as access review source using OAuth or a private application access token so the platform can list your account users and roles.

Show as Markdown

The platform reads your HubSpot account users through Settings Users, CRM Owners and Account Activity APIs so you can verify who has access. Connect (OAuth) is the recommended method and does not require token management. A private access token is also available if you prefer not to authorize an OAuth application.

  • the platform organization administrator access
  • The Super Admin permission in HubSpot (only superadministrators can create and manage private apps, and OAuth permission requires the same access)
the platform field HubSpot field Notes
Name firstName, lastName Returns to the user's email address when none of the names are set
Email email
Role roleId, roleIds Resolved to roles via rolesAPI; Super Admin is added when superAdmin is true; returns to User when nothing is resolved
Admin superAdmin
Status archived (CRM Owners) Inactive when the user matches a owner's record with archived true; otherwise active
MFA Not supported HubSpot’s APIs expose no MFA field
Last login loginAt (Account activity, only successful authentications) Cover the last 90 days. left empty when the token has no scope account-info.security.read
External ID id (User settings) or userIdIncludingInactive Stable ID used to track your account through reviews
Created at Not supported

Settings UsersAPI has no state field, so the platform makes cross-references to the CRMAPI owner archive list to mark inactive users.

Option A: Connect with HubSpot (recommended)
  1. On the platform, go to Access Reviews > Sources > Add Source.
  2. Find HubSpot and click Connect.
  3. Sign in as a superadministrator and authorize the platform to the HubSpot account you want to review. settings.users.read, crm.objects.owners.read, and account-info.security.read scopes.

Option B: Private App Access Token

Section “Option B: Private App Access Token”
  1. In HubSpot (signed as super admin), go to Settings > Integrations > Private Apps, and click Create a private app.
  2. Name it (for example Probo Access Review), open the Scopes tab, and add reading purposes settings.users.read, crm.objects.owners.read, and account-info.security.read.
  3. Click Create app, confirm and copy the access token (pat-…).
  4. On the platform, go to Access Reviews > Sources > Add Source, find HubSpotOpen Dropdown next to Connect, and click Connect with API Key.
  5. Press the token and click Connect.

The platform names the source after your HubSpot account and attracts its users to your campaigns.

  • Key rejected. Confirm the private application was created by a super administrator and grants all three domains above; a missing token settings.users.read or crm.objects.owners.read cannot list users.
  • Last login is always empty. The token or OAuth authorization lacks the domain account-info.security.read. the platform leaves the last login empty, rather than fail the review when this domain is absent.
  • A deactivated user still shows Active. the platform marks an inactive user only when a corresponding CRM owner record has archived set to true.A user removed by another method that HubSpot has not yet archived as owner may still appear active until HubSpot updates that record.

Ultima actualizare: