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Configure HubSpot

At a glance

HubSpot is a CRM and marketing automation platform. With Ontologie, you can sync your contacts, companies, deals, tickets, and engagements into your workspace for analysis and workflow automation.

Before you start

  • A HubSpot account with admin or super-admin access
  • A HubSpot developer app or private app for OAuth authentication

Get credentials

  1. Go to HubSpot Developer Portal and sign in.
  2. Navigate to Apps and create a new app (or use an existing one).
  3. Under Auth, note the Client ID and Client Secret.
  4. Add the Ontologie callback URL to the Redirect URLs list.

Screenshots of the HubSpot developer portal will be added in a future update.

Configure in Ontologie

  1. Open Live Data > Connectors.
  2. Search for HubSpot in the catalogue.
  3. Click the HubSpot card.
  4. Follow the configuration wizard:

Available streams

StreamDescription
ContactsContact records with properties and associations
CompaniesCompany records with properties and associations
DealsDeal pipeline records with stages and amounts
TicketsSupport ticket records with status and priority
EngagementsActivities such as emails, calls, meetings, and notes

Limits

LimitValue
API rate limit100 requests per 10 seconds (OAuth apps)
Records per request100 records per page
Search API4 requests per second per app

Troubleshooting

ErrorSolution
401 UnauthorizedRe-authenticate the connector; the OAuth token may have expired.
403 ForbiddenEnsure the app has the required scopes (e.g., crm.objects.contacts.read).
Missing propertiesCustom properties require the crm.schemas.read scope to be included.

Expected result

Your data appears in Live Data > Streams with the Synced status. Synchronization runs at the configured frequency.

Need help?

See the Troubleshooting page for connection errors or write to us: Support and contact.