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Setup Guide

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

Prerequisites​

  • A HubSpot developer account. If you do not have one, sign up here.

Step 1: Create a HubSpot developer test account​

  1. Log in to your HubSpot developer account.
  2. In the left sidebar, navigate to Test Accounts.
  3. Click Create developer test account.
  4. Enter a name for your test account and click Create.
note

Developer test accounts are for development and testing only. Do not use them in production.

Step 2: Create a HubSpot app​

  1. In your developer account, navigate to the Apps section.
  2. Click Create App.
  3. Provide the required details, including the app name and description.

Step 3: Configure OAuth scopes and redirect URI​

  1. In your app settings, navigate to the Auth tab.
  2. Under Scopes, click Add new scope and add the following scopes:
    • tickets
    • oauth
  3. Under Redirect URLs, add your redirect URI (e.g., https://localhost:9090/oauth2/callback for local development).
  4. Click Create App (or Save if updating an existing app).

Step 4: Obtain the client ID and client secret​

  1. Navigate to the Auth tab of your app.
  2. Copy the Client ID and Client Secret; you will need these to generate tokens.
tip

Store the Client ID and Client Secret securely. Do not commit them to source control.

Step 5: Generate the authorization code and refresh token​

  1. Construct the following authorization URL, replacing the placeholders with your values:

    https://app.hubspot.com/oauth/authorize?client_id=<YOUR_CLIENT_ID>&scope=tickets%20oauth&redirect_uri=<YOUR_REDIRECT_URI>

  2. Open the URL in a browser and select your developer test account when prompted.

  3. Authorize the app. After authorization, your browser will redirect to your redirect URI with a code query parameter. Copy that code.

  4. Exchange the authorization code for tokens using the following request:

    POST https://api.hubapi.com/oauth/v1/token
    Content-Type: application/x-www-form-urlencoded

    grant_type=authorization_code
    &code=<AUTHORIZATION_CODE>
    &redirect_uri=<YOUR_REDIRECT_URI>
    &client_id=<YOUR_CLIENT_ID>
    &client_secret=<YOUR_CLIENT_SECRET>

  5. The response includes an access_token and a refresh_token. Save the refresh_token; it is used to obtain new access tokens automatically.

tip

Use a tool like Postman or curl to perform the token exchange in step 4.