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HubSpot CRM – Connection

Estimated reading time: 4 min
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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 your Wiresk’s Dashboard, select your Group.
  • On the left panel, go to “My apps” and select Create button
  • Search “HubSpot” in the search field or scroll down the list of apps and choose the HubSpot icon. 
Animated image GIF, showing the step of how to create an app connection. First, select the group then select My Apps tab, and click on the "+ create" button.
There are 2 types of connections available:
● OAuth Connection
● OAuth Advanced 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.
Prerequisite: Log in to your HubSpot account before continuing. If 2-step verification (MFA) is enabled, you must sign in first to ensure proper redirection to the Wiresk app connection settings screen.
  • 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 now redirected to Wiresk’s connection settings:

  • Your email associated with HubSpot is displayed.
  • Your connection is now listed in your Apps list.
  • Select the Save button.
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.

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.
  • HubSpot will generate your Active API Key, click on show and copy the value, keep it for the Advanced Connection.
  • Let’s go back to Wiresk platform > My apps > +Create.
  • Search HubSpot CRM app and select the HubSpot icon.
Screenshot of Wiresk Add apps screen. Red arrows point to required field for setting instructions.
  1. Give a Name to your connection, e.g., “HubSpot OAuth Advanced Connection”.
  2. Select the connection type “OAuth Advanced Connection“.
  3. Enter your User App ID previously saved during the HubSpot app creation step.
  4. Enter your User Developer API Key previously saved from the developer API key creation step.
  5. Enter Your Client ID and Client Secret previously saved during the HubSpot app creation step.
  6. Select the version of your HubSpot CRM.
  7. Select “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”.

You are now redirected to Wiresk’s connection settings:

Screenshot of Wiresk "My Apps page". It shows HubSpot OAuth Advanced connection settings panel. Red numbered arrows show different fields and point to the save button.
  1. Your HubSpot app connection is now listed in your app list.
  2. The email associated with your HubSpot account is displayed.
  3. Select the Save button.

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.
Wiresk dashboard showing the “My Apps” section. Two HubSpot connections are listed: “HubSpot OAuth Advanced Connection” and “Hubspot connection.” Each entry has a “Test” option on the right and a trash icon button for deletion, highlighted with a red outline. A blue “+ Create” button and a search bar appear at the top.
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 your app is linked to Wiresk, you’re ready to start building Flows.

Simple steps to create a Flow ↓
  • Select your Group, then on the Flow management screen click on “Create Flow”.
  • On the new screen, name the new Flow.
GIF animated screen of Wiresk, showing the way to create a new Flow.

Add a Trigger that will start your Flow

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.
  • Click on the (+) button to open the Trigger settings side panel.
  • On the settings side panel, click on the “+ Add” button.
Screenshot of the Wiresk side panel titled “Trigger.” The panel shows a section labeled “All Triggers” with a blue “+ Add” button for inserting a new Trigger.
  • On the Trigger selection screen, search your app or select it from the list below the screen.
Screenshot of Wiresk Trigger setting screen. Red arrows shows that you can wether search your app in the search or or select it in the list below.
  • Select your preferred Trigger on the next screen and customize its settings.
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.

Add a Method that will execute a task

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, select the (+) plus button next the Trigger button.
  • Search or scroll down to select the app that will perform a task.
  • Configure the Methods settings, refer to it documentation in our Help Center.
Screenshot of Wiresk Flow Builder with a Flow named “Flow Example.” The canvas shows a Gmail Trigger on the left connected to an empty step placeholder marked with a plus icon in the center. On the right, the panel lists available apps and tools. A search bar is displayed at the top of the panel for filtering apps. Red arrows highlight the empty step placeholder, the search bar, and items in the app list.

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.
Screenshot of Wiresk Flow Builder showing a Gmail Trigger connected to an empty Method placeholder. A red arrow points to the empty step circle with a plus sign where the next action will be added. On the right side, the “Tool” tab is selected in the panel. Another red arrow highlights the “Tool” tab label at the top. A search bar is shown above a list of available tools.
You can refer to “How to Create a Flow” tutorial for more detailed instructions, including step-by-step guidance on mapping and configuration.

When you configure a Trigger or Method in Wiresk, the settings panel lets you define how data is collected or sent, and the type of values you enter depends on the field.

Field TypeDescriptionExample Value
AuthenticationSecure access credentials that connect Wiresk to the app.Wiresk connection, API Key or OAuth Token
Filters or searchCriteria that narrow which records are retrieved.Search =”QUERY”, Status = “Active” or Type = “Email”
LimitsMaximum number of records to process in one run.Records number = 100
Page number = 1
Field MappingDefines how fields in one step map to another. Can be static or dynamic.Static: Subject = “Report”
Dynamic: Recipient = value from Trigger

Make sure you enter the right values so your Flow works the way you expect and gives the right results. If you need step-by-step details on setting up HubSpot CRM, check the Triggers and Methods Settings documentation.

Important 01 HubSpot CRM - Connection

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