Hi – I want to post contact/deals data to my client’s hubspot CRM from Make (formerly Integromat).
My client has sent me a hubspot userid, hapi key, client id, and client secret but I don’t know where to use them in Make.
Do I need my own hubspot account and does it need to be a developer account? Or do I ask my client to create/give me access to a developer account? Are these keys they sent me any help or do I need to make my own hubspot “app” and if so which account do I create it on?
Pls advise as the info is not clear on how to connect my scenario to my client’s hubspot CRM.
Part of the confusion is that Hubspot is moving to an app framework in Nov 2022 so I want to know if this is the way to go and is it supported already by Make? Apparently there was a July 25 2022 deadline, now passed, that ends the creation of new Hubspot keys so I assume we need to move to Apps?
So what are the steps to connect my Make scenario via the Hubspot module to my Client’s CRM, so I can post records to it? Do I need to ask them to make an app and how do I connect to it from Make?
Looking at Make’s support document, the “API” key needed is the Developer API key, which is different from the portal API keys which are being sunset.
My suggestion is to follow their guide as it walks you through all the steps including setting up your dev account, creating an app, and getting OAuth setup. Once you have your app setup, you can either test it with the customer’s portal or create a test portal from your dev account.
This isn’t clear to me: “Once you have your app setup, you can either test it with the customer’s portal or create a test portal from your dev account.”
So I made an app in my own dev account and I can connect to it from Make. But how does that help me get leads into my client’s hubspot account? This is where the docs are missing a basic step - how to get leads to someone else’s hubspot CRM via the app. The word “portal” is not clear either.
btw I tried to install my app into a test account and it showed the redirect url page after I selected the account I wanted. But when I look at the connected apps in the test account, the app does not appear. My domain is verified. I don’t want the app to be in the marketplace but I assume that isn’t a requirement for my app to be installed into my client’s account? Why doesn’t it appear?
Actually I think I will give up on this path as it seems I can’t easily make a “no code” app to feed in leads from Make/Integromat to my client’s Hubspot account. I will ask them to set up a user account for me and we’ll try that route. I read this article and it talked about writing some code and refresh tokens - too complicated for what I want: https://community.hubspot.com/t5/APIs-Integrations/Help-needed-to-install-a-HubSpot-App/m-p/574513
I think the documentation could be improved but that’s a Make issue I think.
Thanks for the question.