Adding a HubSpot Credential to Platform

To connect your HubSpot account to Platform you will first need to create a private app and then use the app access token to create a Platform credential. During this process you should reference the Hubspot documentation on creating a private app and viewing the access token. You must have super admin privileges in HubSpot to create or manage a private app.

1. Log into your HubSpot account which has super admin privileges in HubSpot
2. Follow the HubSpot Documentation to create a private app
   • Log on to your HubSpot account.
   • Click the Gear icon in the top right to navigate to “Settings”
   • On the left menu, go to “Account Setup” -> “Integrations” -> “Private Apps”
   • Click “Create a private app”. 
     • In the “Basic info”, tab:
       • name this app something like “Civis-Imports”
         
     • In the  “Scopes” tab: 
       • Open the “CRM” dropdown
         • Check the box for “crm.objects.contacts”  
       • Open the “Standard” dropdown
         •  check the box for “content”
       • You should see both Scopes listed under “Selected Scopes”
   • Click “Create app” in the top right corner
     
   • Read the information about the access token and click “Continue creating”
   • You will see a box that says “Your private app was created” along with your app’s access token which is partially obscured
     
   • Click “Show token” then “Copy”
3. Create a new Platform Credential
   • Navigate to https://platform.civisanalytics.com/spa/#/credentials
   • Click “Create Credential”
     • Type: Custom
     • Username: This must be filled in but the value does not matter. If unsure you can use “Civis-Imports”
     • Password: the app access token copied in step h above 
     • Remote host: leave blank
     • Click “Save”