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Setup Guide

This guide walks you through creating a HubSpot developer app and obtaining the OAuth 2.0 credentials required to use the HubSpot CRM Commerce Discounts connector.

Prerequisites​

Step 1: Log in to the HubSpot developer portal​

Log in to your HubSpot developer account.

Step 2: Create a HubSpot app​

  1. Select Create app from the developer portal.

    Create public app

  2. Select Create app on the next screen.

    Create app

  3. Under App Info, enter a public app name and an optional logo and description.

    Enter app details

  4. Go to the Auth tab and add your redirect URLs.

    Auth page

  5. Select Create app.

Step 3: Get the client ID and client secret​

In the Auth tab, copy the Client ID and Client Secret.

Client ID and client secret

Step 4: Get the refresh token​

  1. In the Auth tab, add the required scopes based on the HubSpot API reference:

    • crm.objects.line_items.read
    • crm.objects.line_items.write
    • oauth

    API reference for scopes

  2. Under Sample install URL (OAuth), copy the full URL and open it in a browser.

  3. Select the account to authorize.

    Choose account

  4. Copy the authorization code from the redirect URL.

  5. Exchange the code for tokens:

    curl --request POST \
      --url https://api.hubapi.com/oauth/v1/token \
      --header 'content-type: application/x-www-form-urlencoded' \
      --data 'grant_type=authorization_code&code=<CODE>&redirect_uri=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

  6. Copy the refresh_token from the response.

tip

Store the client ID, client secret, and refresh token securely. Use Ballerina's configurable feature and a Config.toml file to supply them at runtime.