[Hubspot] Step-by-step integration guide

This step-by-step guide will help you integrate Claudia with HubSpot through the Cloud Humans Hub interface.

1. Accessing the Cloud Humans Hub screen

• Go to the Integrations page and select HubSpot.

• In the "Webhook" field, click on "Generate Webhook" to set it up in HubSpot.

2. Creating a private app in HubSpot

• Access the "Settings" menu in HubSpot.

• Select "Private Apps".

• Click on "Create a Private App".

• Fill in the "Name" field, for example, "CloudHumans | Connector".

• In the "Scopes" section, add the necessary scopes for the integration:

  • conversations.read

  • conversations.write

  • forms

  • oauth

  • tickets

  • settings.users.read

  • settings.users.teams.read

• In the "Webhooks" section, copy the Cloud Humans Hub webhook URL and paste it in the indicated place.

• Click the "Create Subscription" button:

  • In the dropdown menu "What type of object?", select "Conversation"

  • In "Monitor which events", select "New message" and "Property change"

  • In "Which properties?", select "assignedTo"

  • Click "Subscribe" to save the settings

• Click "Continue".

• Copy the generated access token.

3. Returning to the Cloud Humans Hub

• Paste the generated access token in the "Token" field

• It will load the Groups table in HubSpot, the existing ones in HubSpot

• In "Overflow conversations to", choose whether the conversations will:

  • Go to a team, you can get the ID from the Teams table and add it in the "N2 ID" field

  • Go to a specific agent, in this case, in HubSpot go to Settings > Users and Teams, search for the agent, open the profile, and in the URL get the number that comes after "user/" and paste it in the "N2 Identifier" field

• In "MFA", we need to enter the two-factor authentication key

  • In your password manager, click to edit the access, in Authenticator Key, and copy the key.

    • If it's in URL format, copy the code that will be in place of X: otpauth://totp/HubSpot:project%40cloudhumans.com?secret=XXXXXXXXXXXXXX&issuer=HubSpot

    • If it's separated like this: XXXX XXX XXX, remove the spaces

• In the "Password" field, enter the password you use to log in to your HubSpot account

• Click "Save", and the integration will be ready

Notes:

• Make sure that the HubSpot user is in the inbox they will act in.

• Automations for ticket creation and etc. can be created normally, keeping in mind that it is also an agent.

• It is important not to place Claudia in the team that will receive the N2 conversations, as this can cause a loop and harm the customer experience.