📆HubSpot Private App Setup

This guide explains how to generate API credentials for integrating HubSpot with Dapta. The process consists of two steps:

  1. Creating a Private App in HubSpot to generate an API key.

  2. Creating a Credential in Dapta and using it in the Flow Builder.

📌 Prerequisites

Before starting, make sure you have:

✅ Admin access to a HubSpot account. ✅ Permissions to create a Private App in HubSpot. ✅ Access to Dapta with integration privileges and the Flow Builder module.

🛠 Step 1: Creating a Private App in HubSpot

To integrate HubSpot with Dapta, you need to generate an API key by creating a Private App in HubSpot. Follow these steps:

1️⃣ Access the Private Apps Section

  1. Log in to your HubSpot account.

  2. Click the settings icon (⚙️) in the top navigation bar.

  3. In the left menu, navigate to Integrations > Private Apps.

  4. Click "Create a private app".

2️⃣ Set Up the Private App

  1. In the Basic Info section:

    • Set the App Name to Dapta Integration.

    • (Optional) Add a description such as: Allows Dapta to access HubSpot data for automation.

  2. Navigate to the Scopes tab.

  3. Enable the following permissions:

    Dapta requires specific scopes to ensure seamless integration with HubSpot. Below is the list of recommended scopes that enable essential CRM functionalities such as managing contacts, companies, and deals. ✅ 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.owners.read ✅ crm.lists.read ✅ crm.lists.write ✅ crm.schemas.contacts.write ✅ crm.schemas.companies.write ✅ crm.schemas.deals.write ✅ crm.schemas.contacts.read ✅ crm.schemas.companies.read ✅ crm.schemas.deals.read Note: Depending on your specific use case, you may need to enable additional scopes to meet your integration needs.

  4. Once you've finished configuring the settings, go to the top of the page and click Create app.

  5. Retrieve the API Key

    After creating the app, HubSpot will generate an API key. Copy this key immediately, as HubSpot will not display it again after this step. Store the API key securely, as it will be required in Dapta for authentication.

🚀 Now that you have your HubSpot API key, you can move on to Step 2: Creating a Credential in Dapta.

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