HubSpot Integration

Connect Scout to HubSpot CRM. This guide shows you how to create a private app in HubSpot and obtain your access token.

Overview

The HubSpot integration allows you to interact with your HubSpot CRM directly from Scout, enabling automated management and data synchronization.

Getting Started

Prerequisites

• A HubSpot account with admin access
• Scout workspace

Step 1: Create a HubSpot Private App

To connect Scout to HubSpot, you’ll need to create a private app  in your HubSpot account and obtain an access token.

Navigate to HubSpot Settings

1. Log in to your HubSpot account
2. Click on the Settings icon (gear icon) in the top navigation bar
3. In the left sidebar, navigate to Integrations → Private Apps

Create a New Private App

1. Click Create private app
2. Fill in the app details:
   • App name: Enter a descriptive name (e.g., “Scout CRM Integration”)
   • Description: Provide a brief description of what this app will do

Configure App Scopes (Permissions)

Select the following required scopes:

CRM Objects:

• crm.objects.contacts.read / crm.objects.contacts.write
• crm.objects.companies.read / crm.objects.companies.write
• crm.objects.deals.read / crm.objects.deals.write
• crm.objects.tickets.read / crm.objects.tickets.write
• crm.objects.custom.read / crm.objects.custom.write
• crm.objects.line_items.read / crm.objects.line_items.write
• crm.objects.owners.read

CRM Schemas:

• crm.schemas.contacts.read / crm.schemas.contacts.write
• crm.schemas.companies.read / crm.schemas.companies.write
• crm.schemas.deals.read / crm.schemas.deals.write
• crm.schemas.custom.read / crm.schemas.custom.write

Additional:

• crm.associations.read / crm.associations.write
• sales-email-read
• tickets
• timeline
• automation
• crm.lists.read / crm.lists.write

Click Create app when done.

Get Your Access Token

Copy the access token — you’ll need it for the next step. Keep this token secure since it provides access to your HubSpot data.

Step 2: Connect to Scout

1. In your Scout workspace, navigate to studio.scoutos.com/integrations 
2. Find the Enhanced HubSpot integration
3. Click Add Workspace
4. Paste your HubSpot access token into the API key field
5. Click Create Connection

You should see that the integration is connected successfully.

Step 3: Verify the Connection

1. Give one of your agents access to the HubSpot integration in the agent’s Tools section
2. Ask your agent to list contacts from your HubSpot account

For more information on Agent tools, refer to the Agents Getting Started page.

Best Practices

• Keep your access token secure — it provides access to your HubSpot data
• Use descriptive names for your private apps to easily identify their purpose
• Grant minimal permissions — only enable the scopes you actually need
• Regular review — periodically review and clean up unused private apps

Troubleshooting

For more help, refer to the HubSpot Private Apps Documentation .

Next Steps

• CRM Overview — Salesforce and HubSpot strategy
• Agents Overview — Using HubSpot tools with agents

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