Home Integrations with Helpdesks [HubSpot] Edit Integration Settings

[HubSpot] Edit Integration Settings

Last updated on Aug 12, 2025

Below we explain what to fill in each field and where to find the information.

Claudia's User Identifier

This is Claudia's internal ID in HubSpot, used to identify actions taken by her.

đź“Ť Where to find:

  1. Go to the Users and Teams menu in HubSpot.

  2. Find the user Claudia and click on her name.

  3. The identifier usually appears in the browser's URL

    https://app.hubspot.com/settings/8076162/users/user/**71260648**

| Copy only the last number from the URL, this is Claudia's ID.

Claudia's Access Email

This is the email registered in HubSpot for the user Claudia.

đź“Ť Where to find:
Same path as the previous field. The email will appear in the user listing or on Claudia's edit screen.

HubSpot Token

This is the authentication token used for our platform to communicate with the HubSpot API.

đź“Ť Where to find:

  1. Go to the Settings > Integrations > Private Apps menu.

  2. Create a new app (if it doesn't exist yet).

  3. Generate a token and copy it.

⚠️ Attention: the token starts with pat-. It needs to have permissions for “Conversations”, “Users”, and “Tasks”.

Password

Claudia's access password to HubSpot.

MFA Secret Key

If your HubSpot account uses multi-factor authentication (MFA), enter the secret key generated for integration here (usually used with apps like Google Authenticator).

đź“Ť Where to find:
Provided at the time of MFA setup for Claudia's user. If you don't know, ask the team that set up the user in HubSpot.

Escalate Conversations to:

Here you define to whom Claudia should escalate conversations that she cannot resolve:

  • Group: the conversation will be assigned to a specific group.

  • Agent: the conversation will be assigned directly to a specific agent.

đź“Ť How to use:

  • Check Agent if you want to direct it to a specific attendant.

  • Check Group if you prefer the conversation to go to a queue.

Save Integration

After filling in all the fields correctly, click the blue button "Save Integration" for the settings to be applied and for Claudia to operate in HubSpot.