Prerequisites

Before installing the app, please follow the steps belows, to obtain your HubSpot Access token. This token is required to connect to HubSpot.

Important: Your Access token grants access to your HubSpot data. Store it wisely.

Verify that you are signed in to HubSpot as a super admin.
In your HubSpot account, click the settings icon in the main navigation bar.
In the left sidebar menu, navigate to Integrations > Private Apps.
Click Create private app.
On the Basic Info tab, configure the details of your app:
1. Enter your app's name. (e.g. hubspot-zendesk-app)
2. Hover over the placeholder logo and click the upload icon to upload a square image that will serve as the logo for your app.
3. Enter a description for your app.
Click the Scopes tab.
Next, select the scopes to authorize based on the APIs that this integration uses. The scopes you will need:
1. timeline
2. oauth
3. integration-sync
4. tickets
5. e-commerce
6. sales-email-read
7. crm.objects.contacts.read
8. crm.objects.contacts.write
9. crm.schemas.custom.read
10. crm.objects.companies.write
11. crm.schemas.contacts.read
12. crm.objects.companies.read
13. crm.objects.deals.read
14. crm.objects.deals.write
15. crm.schemas.companies.read
16. crm.schemas.companies.write
17. crm.schemas.contacts.write
18. crm.schemas.deals.read
19. crm.schemas.deals.write
20. crm.objects.owners.read
21. crm.schemas.quotes.read
22. crm.schemas.line_items.read
23. account-info.security.read
After you're done selecting your scopes, click Create app in the top right. You can always make changes to your app after you create it.
In the dialog box, review the info about your app's access token, then click Continue creating. With your private app created, you can start making API requests using its access token. On the Details tab of the settings page of your private app, click Show token under your access token to reveal it.

Installation

Follow the steps below in order to install and configure the app. If you do not have an Access token yet, please complete the prerequisites before continuing.

Install the app from Zendesk Marketplace.
1. In Access Token insert the token that you acquired in step before.
Navigate to a ticket, and the app will launch in the right sidebar.
Done!

Updating the Access token

Follow the steps below to update your Access token.

Navigate Admin Center > Apps and integrations > Zendesk Support apps
Hover over Hubspot app and slick on cog icon
Choose "Change settings" from the menu
Enter new key in Access token field
Click Update button
Done!

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