Introduction

Connect HubSpot to Sana to manage your CRM, track your pipeline and keep your sales data up to date. Search and update contacts, companies and deals without leaving Sana. In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Find contacts

Create contacts

Update contacts

Find companies

Create companies

Update companies

Find deals

Create deals

Update deals

Find leads

Create leads

Update leads

Create activities

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about HubSpot. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Get user details

Search properties

Get properties

Search crm objects

Get crm objects

Create crm object

Update crm object

Create association

List owners

List pipelines and stages

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
business-intelligence	Access analytics and reporting data in HubSpot
crm.lists.read	View static and active lists of records
crm.lists.write	Create and update static and active lists
crm.objects.companies.read	Read company records and their properties
crm.objects.companies.write	Create, update, and delete company records
crm.objects.contacts.read	Read contact records and their properties
crm.objects.contacts.write	Create, update, and delete contact records
crm.objects.deals.read	Read deal records, stages, and amounts
crm.objects.deals.write	Create, update, and delete deals
crm.objects.quotes.read	Read quote records and details
crm.objects.quotes.write	Create, update, and delete quotes
crm.objects.owners.read	Read CRM owner records (users who own objects)
crm.objects.listings.read	Read custom "listing" CRM objects and their data
crm.objects.listings.write	Create, update, and delete "listing" CRM objects
crm.objects.feedback_submissions.read	Read feedback and survey submission records
crm.schemas.companies.read	View the schema for company objects and properties
crm.schemas.companies.write	Modify company schema, including custom properties
crm.schemas.contacts.read	View the schema for contact objects and properties
crm.schemas.contacts.write	Modify contact schema, including custom properties
crm.schemas.deals.read	View the schema for deal objects and properties
crm.schemas.deals.write	Modify deal schema, including custom properties
crm.schemas.quotes.read	View the schema for quote objects and properties
crm.schemas.listings.read	View the schema for listing objects and properties
crm.schemas.listings.write	Modify listing schema, including custom properties
crm.import	Import data into HubSpot CRM in bulk
files	Access and manage files stored in HubSpot file manager
forms	Access and manage HubSpot forms and submissions
forms-uploaded-files	Access files uploaded through HubSpot forms
oauth	Authenticate using OAuth and manage access tokens
timeline	Create and manage custom timeline events on records
integration-sync	Configure and manage data sync between HubSpot and external systems
conversations.read	Read conversations such as inbox threads and messages
conversations.write	Create and update conversations and messages

Set up instructions

Prerequisites:

Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find HubSpot in the list of available integrations

Scroll to the Available integrations section and locate HubSpot.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Sign in to HubSpot and approve the requested scopes

You'll be redirected to HubSpot to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 5: Complete the set up

You've successfully connected your HubSpot account. Click Continue to complete the setup and start using the connector.

Known limitations

Activities: The connector can detect and count activities on a record but cannot read their content (e.g. it can tell you a note exists, but not read the note). It can create activities such as notes, but cannot update existing ones.