HubSpot CRM Connection and Settings

Estimated reading time: 28 min
HubSpot banner

HubSpot CRM is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform. 

With HubSpot connected to Wiresk, you can: 

  • Retrieve Data such as records, associations, files. 
  • Manage and monitor your contacts, engagements, objects, files, associations and events.  
To use HubSpot CRM with Wiresk, you must have a HubSpot CRM user account
You can refer to HubSpot API reference documentation for further information.  

A connection to your HubSpot account is needed so we can sync it with our platform. 

There are two ways to connect your app to Wiresk: 

  • In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
  • While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

In our case, we will explain how to create a connection in “My apps” section, it is essentially the same as when creating it on-the-go. 

On the left panel of Wiresk user interface, go to “My apps” and click on the (+) button. 

Search “HubSpot” in the search field or scroll down the list of apps and choose the HubSpot icon. 

Screenshot of Wiresk My apps screen. Red arrow show that you can search your app in the search bar or just select your app icon in the displayed list.

There are 2 types of connections available:

  1. OAuth Connection
  2. OAuth Advanced Connection
Screenshot of Wiresk "add apps" screen. it shows there are 2 types of connection such as : Oauth Advanced connection and Oauth Connection.
Note: This connection is use to connect with a “normal” user HubSpot account, if you possess a HubSpot developer account, please use the Advanced connection.
  • Give a Name to your connection, e.g., “HubSpot OAuth Connection”.
  • Select the connection type “OAuth Connection“.
  • Select your HubSpot CRM version, then click on Authorize button.
Screenshot of Wiresk Add apps screen. Showing the settings for the OAuth Connection. Red arrows point to fields required for settings.
  • You will be redirected to HubSpot connection page. 
  • Sign in to your HubSpot account or if you have previously logged in, choose your account. 
Screenshot of HubSpot Sign in screen. Connect your Wiresk account to HubSpot.
Screenshot of HubSpot Connection screen. Select the account to connect with Wiresk. Red arrows point to required fields for the process.
  • On the connection screen, select your account name then click on “Choose Account” Button. (If you only have one HubSpot account this step will be skipped automatically) 
  • On the next screen you can review all the access needed by Wiresk.com then agree to the connection by clicking on “Connect app” button. 
Screenshot of the permissions screen. Click on Connect app button to proceed.
  • You are redirected back to Wiresk connection screen.
  • You can notice the email address from your HubSpot CRM account, in the Email field.
Screenshot of Wiresk Connection App. This screen is the following step after giving permission to wiresk in HubSpot. Red arrows point to field email and save button.
  • Now, just click on the “Save” button. Voila! Your HubSpot CRM account has been added to Wiresk “My Apps” via OAuth Connection.
Use this connection if you want to use the Trigger or Methods related to Timeline Event.
HubSpot paid account and developer account is required.

Prerequisite:
To establish the connection using advanced settings, you must:
▪️ Create your HubSpot developer account. 
▪️ Create a HubSpot test account.
▪️ Create a HubSpot CRM custom application.
▪️ Create your HubSpot CRM developer API key.
Screenshot from HubSpot developer page. Red arrow shows to click on "Create App Developer account".
  • Choose the “App Developer account” then create your developer account or continue with your existing one. 
  • On your developer home page, in the left section, go to Apps tab, then look up at the top right corner and click on “Create app”. 
Screenshot of HubSpot dev account. Red arrows point to "create app" button and "apps" section, on the left panel.
Apps enable you to authenticate API calls to your HubSpot account, subscribe to events with webhooks, and extend the HubSpot UI, such as with custom cards. HubSpot offers several types of apps and extensions depending on your integration’s needs. See more details on HubSpot Doc Building apps overview.

In the App Info tab, enter the following details:

  • Public app name: Name your app.
  • App logo (Optional): Upload your app logo.
  • Description (Optional): Describe your app details.

In the Auth tab, enter the following details:

  • Sample install URL (OAuth): This field can be left blank.
  • Redirect URLs: Users must be redirected to one of these locations after granting access to your app, enter https://api.wiresk.com/api/auth/callback
  • Scopes: Set the scopes permissions by clicking on [+ Add new scope]
Screenshot of HubSpot dev Apps tab. Red arrows point to Add new scope button.
  • Check all the needed scopes, see the Required and optional scopes list below.
List of required scopes to select.

automation

content

crm.lists.read

crm.lists.write

crm.objects.commercepayments.read

crm.objects.companies.read

crm.objects.companies.write

crm.objects.contacts.read

crm.objects.contacts.write

crm.objects.custom.read

crm.objects.custom.write

crm.objects.deals.read

crm.objects.deals.write

crm.objects.goals.read

crm.objects.invoices.read

crm.objects.line_items.read

crm.objects.line_items.write

crm.objects.marketing_events.read

crm.objects.marketing_events.write

crm.objects.owners.read

crm.objects.quotes.read

crm.objects.quotes.write

crm.objects.subscriptions.read

crm.schemas.companies.read

crm.schemas.companies.write

crm.schemas.contacts.read

crm.schemas.contacts.write

crm.schemas.custom.read

crm.schemas.deals.read

crm.schemas.deals.write

crm.schemas.line_items.read

crm.schemas.quotes.read

e-commerce

files

files.ui_hidden.read

forms

forms-uploaded-files

integration-sync

sales-email-read

settings.users.read

tickets

timeline

List of optional scopes to select.

communication_preferences.read_write

marketing.campaigns.read

Screenshot of add new scope screen. red arrow point to select required scope permissions.
  1. Click Update and Save changes.
  2. Scroll up to the App credentials section, copy the App ID, Client ID and Client Secret for the Advanced Connection.
Use your Developer API key to access HubSpot APIs associated with app developer accounts. This key provides developers with unrestricted access to make changes to this account and its apps, including the ability to manage webhook subscriptions and timeline events. Keep this key secure and private. Learn more about the HubSpot API key
  • In the left panel, go to Keys section and click on Create key.
Screenshot of HubSpot Dev API key Page. Red arrows point to Keys tab on the left panel, and point to Create key button.
Screenshot of Wiresk Add apps screen. Red arrows point to required field for setting instructions.
  • Select the version of your HubSpot CRM. Then, click “Authorize”. This will take you to a screen where you can select your HubSpot account. If you’re developing, choose your “Test account”, otherwise, select your “Production account”.

Voila! You’ve successfully established an Advanced Connection to your HubSpot account.

If you ever need to remove Wiresk, you can uninstall it from your HubSpot integrations settings page.

  • To locate this page, you should access HubSpot and go to Settings, then click on Integrations, and finally choose Connected Apps.
  • Locate Wiresk app, then click on the action button “Uninstall”, confirm by typing “UNINSTALL”.
Animated GIF showing how to uninstall Wiresk app from your HubSpot account.
  • In Wiresk, go to “My apps” section, locate your HubSpot CRM connection. Click on the trash bin icon, then confirm the deletion.
Screenshot of Wiresk "My Apps" tab, showing with a red arrow, to click on the trash bin icon to delete HubSpot app from Wiresk.
Removing Wiresk app will have no impact on your HubSpot data. If you want to reinstall Wiresk, you can follow the setup guide above.

Now that HubSpot CRM is linked to Wiresk, you’re ready to start building Flows.

How to create a Flow (select to expand ↓ )

A – Create a Flow

  • Select your Group, then on the Flow management screen click on “Create Flow”.
Animated GIF showing where to select the Group and how to create a Flow.

B – Select the Trigger

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.
  • On the new screen, name the Flow that you want to create.
  • Add your Triggers by clicking on the red plus (+) button.
  • On the Trigger selection screen, search your app or select it from the list below the screen.
  • Now, select your specific Trigger then configure it settings (refer to Trigger settings below).

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

C – Add an HTTP Trigger to your Flow

An HTTP Trigger allows you to manually activate your Flows.

  • Click on the red plus button (+) again to add a Trigger for testing your Flow, then click on the button “HTTP Trigger”.
Screenshot of Wiresk HTTP Trigger selection. in manual configuration section, an arrow point to HTTP Trigger.
  • Write a description and select your API key or create a new one.
Screenshot of HTTP Trigger setting screen. Arrows shows fields that need to be filled and selected for the settings. User need to add a description, select or create an API key.
  • Click on save. Now you can use your HTTP Trigger to Manually run your Flow.

D – Add a Method to your Flow

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).

  • On the Flow builder screen, click on the plus button (+) next to the Trigger icon.
Screenshot of Wiresk Flow Builder, showing Trigger icon and arrow pointing to a plus button. This button is use to add Methods in Wiresk.
  • Search or scroll down to select the Methods from your favorite apps. Refer to Methods list and settings in this documentation.

E – Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods. On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.


What will start your automation…

Setting up the recurrence rule or scheduler of your Trigger (if the Trigger is not a Webhook):

  • Regular intervals will monitor your Trigger by intervals in minute
  • Daily recurrence will monitor your Trigger by day and hour
  • Monthly recurrence will monitor your Trigger every month on a defined date and hour
  • Yearly recurrence will monitor your Trigger on a specific date and hour every year
  • Specific dates will start your Trigger on specific dates

After setting up the Trigger parameters (refer to how to define your parameters in the steps below), click on “Get sample”.

The “Get sample” allows you to extract a subset of data for validation. The data will be used to MAP your Method parameters according to your Flow. Refer to FIELD MAPPING documentation.

These Triggers will start your Flow automatically at a specific time or intervals instead of being triggered by events like Webhooks.

Require Developer API Key & App ID in app connection, refer to the connection steps.

What your automation will do…

Here, you will find all HubSpot Methods available in Wiresk with their parameter descriptions.

A contact represents an individual or a company that your business interacts with. It’s the fundamental unit of information in HubSpot, it can store details such as:

  • Personal Information: Name, email address, phone number, job title, etc.
  • Company Information: Company name, industry, website, location, etc.
  • Engagement History: Interactions with your business, such as emails, meetings, and deals.
  • Properties: Custom fields you can add to store specific information relevant to your business.
Require Developer API Key & App ID in app connection, refer to the connection steps.

HubSpot’s File Manager is a centralized storage tool on the platform that assists users in managing and organizing different files, such as images, documents, and assets utilized in marketing, sales, and service tasks. It is particularly beneficial for storing assets such as logos, PDFs, and videos for marketing efforts, blogs, and landing pages.
 
Use Wiresk to automate file handling, such as:

  • Automatically creating folders when a new project or campaign is initiated.
  • Uploading and organizing assets directly from Flows.
  • Retrieving and using stored assets in marketing emails, landing pages, or social media posts.

Associations represent the relationships between objects and activities in the HubSpot CRM. Record associations can exist between records of different objects (e.g., Contact to Company), as well as within the same object (e.g., Company to Company).
Source: HubSpot Associations overview

Subscription: Manage and assign a contact’s email subscription preferences.
It involves adding a contact to a specific email subscription list, typically for marketing communications, newsletters, or other types of email campaigns.

Use workflows in HubSpot CRM to automate your marketing, sales, and service processes.
Set enrollment criteria to enroll specific records or manually enroll your contacts.

Require Developer API Key & App ID in app connection, refer to the Advanced connection steps.

HubSpot owners assign specific users to records, activities, or marketing tasks, and can be used in personalization tokens for your content. Owners are automatically created and updated in HubSpot when new users are added.
Source: HubSpot


After setting up your Flow, you can choose to:

  • Run once”, your Flow will run only a single time. You can use this function to test your Flow. Refer to how to set up an HTTP Trigger, in the Trigger setting step.
  • Run Scheduler” will automate your Flows with the recurrence rule you previously defined.


For more details, refer to How to run a Flow tutorial in our Help Center.
 
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.

Wiresk makes things easier for you! Check our Templates Gallery to discover various ready to use cases.
If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.