Review Hubspot's instructions on how to create a developer app and the needed scopes

To connect Hubspot with Middle you will need an app in Hubspot to facilitate the connection. You can review instructions on Public apps in Hubspot's developer documentation. You can also review our Middle-specific instructions below.

Create a Hubspot developer account

If you don't already have one, you will need to create a Hubspot developer account.

Create a new app

Once in your developer account follow the below steps:

  1. In your app developer account, navigate to Apps in the main navigation bar

  2. In the upper right, click Create app

  3. Feel free to fill in whatever info you'd like in the App Info tab. It might be a good idea to describe what the app is being used for.

  4. Tab over to the Auth page

  5. Scroll down to Redirect URLs

  6. Enter the following URL, making changes for your instance: {ENTER YOUR INSTANCE NAME HERE}

  7. Scroll down to Scopes

  8. Search for the oauth scope and check the Request box

  9. Click to save the app

Add app credentials to Middle

You will then need to grab the Client ID and Client secret for your new app and add them to the API keys section of your instance's Hubspot app along with your redirect URL. They need to be added in JSON format. Below is an example:

"redirect_url": "https://{ENTER YOUR INSTANCE NAME HERE}"}

You should now be all set to authenticate Hubspot in your instance.

Syncing contact custom properties

Customer properties can be synced into Hubspot for Contacts. For flexibility's sake, properties are synced in as a set of arrays of key/value pairs. There is one array for each data type: strings, numbers, dates, datetimes, and arrays of strings. You can then use array manipulation tools to use these custom properties in your workflow.

Selecting properties to sync

In your Hubspot connection's authentication, you'll need to list which custom properties you'd like to sync. This is set up to help limit the size of your contact records.

On the app connection page, you'll need to enter the internal property name (found in the property manager) under Custom Fields For Contacts.

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