{"id":50970,"date":"2023-01-20T03:36:40","date_gmt":"2023-01-20T03:36:40","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-1\/?p=50970"},"modified":"2023-03-09T15:41:19","modified_gmt":"2023-03-09T15:41:19","slug":"configuring-the-hubspot-action","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/integrations\/configuring-the-hubspot-action\/","title":{"rendered":"Configuring the HubSpot Action"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">The XO Platform lets you easily connect the HubSpot integration to create, view, update, search and delete deals. You can also create, view, update, search and delete contacts using the pre-built templates. Click the<\/span> <a href=\"https:\/\/www.hubspot.com\/\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\"> link to know more.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This article explains how to authorize and enable the <strong>HubSpot<\/strong> action and install the pre-built templates.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Authorizations_Supported\"><span style=\"font-weight: 400;\">Authorizations Supported<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform supports OAuth 2.0 authentication to allow a HubSpot integration to exchange data. For more information, see <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/advanced-topics\/authorization\/setting-up-authorization-using-oauth-v2\/\"><span style=\"font-weight: 400;\">Setting Up Authorization Using OAuth v2<\/span><\/a><span style=\"font-weight: 400;\"> article.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform supports the following authorization types for the HubSpot CRM integration:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Pre-Authorize the Integration<\/b><span style=\"font-weight: 400;\"> &#8211; To make the integration process smoother for developers and customers, you can pre-authorize it by providing the necessary authorization credentials to obtain the access token.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Allow Users to Authorize the Integration <\/b><span style=\"font-weight: 400;\">\u00a0&#8211; <\/span><span style=\"font-weight: 400;\">This method requires the end user to provide credentials during the conversation for authorization. This authorization process involves requesting permission for Kore.ai&#8217;s HubSpot app to access an access token at runtime.<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td><b>Authorization Type<\/b><\/td>\n<td><b>OAuth &#8211; System<\/b><\/td>\n<td><b>OAuth &#8211; Custom<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Pre-authorize the Integration<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Allow Users to Authorize the Integration<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Enable_the_HubSpot_CRM_Action\"><span style=\"font-weight: 400;\">Step 1: Enable the HubSpot CRM Action\u00a0<\/span><\/span><\/h2>\n<p><b>Prerequisites<\/b><span style=\"font-weight: 400;\">:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before enabling the HubSpot CRM actions, complete the following prerequisites:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a developer account in the HubSpot CRM and note down login credentials. Use the <\/span><a href=\"https:\/\/developers.hubspot.com\/docs\/api\/creating-an-app\"><span style=\"font-weight: 400;\">HubSpot Developer Center<\/span><\/a><span style=\"font-weight: 400;\"> for more information.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Copy the Client ID and Client Secret key values and keep them for future use to enable the integration.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Steps to enable the HubSpot action:<\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations <\/b><span style=\"font-weight: 400;\">and select the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you click the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu, all integrations are shown in the <\/span><b>Available <\/b><span style=\"font-weight: 400;\">region. Select the <\/span><b>HubSpot <\/b><span style=\"font-weight: 400;\">action<\/span><b>. <a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125074711\/hubspot_integration.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"796\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125074711\/hubspot_integration.png\" alt=\"\" class=\"alignnone size-medium wp-image-52824\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125074711\/hubspot_integration.png 1913w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125074711\/hubspot_integration-300x125.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125074711\/hubspot_integration-1024x426.png 1024w\" sizes=\"auto, (max-width: 1913px) 100vw, 1913px\" \/><\/a>\u00a0<\/b><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"Pre-authorize_the_Integration\"><span style=\"font-weight: 400;\">Pre-authorize the Integration<\/span><\/span><\/h3>\n<p><b>OAuth<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can authorize the integration using developer credentials. The developer authorization lets you authorize the integration with preconfigured Kore.ai\u2019s app or use the custom authorization profile to let a developer configure the integration.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to authorize a HubSpot action using developer credentials:<\/span><\/p>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations <\/b><span style=\"font-weight: 400;\">and select the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the <\/span><b>HubSpot <\/b><span style=\"font-weight: 400;\">action in the <\/span><b>Available Actions<\/b><span style=\"font-weight: 400;\"> region.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the <\/span><b>Configurations <\/b><span style=\"font-weight: 400;\">dialog, select the <\/span><b>Authorization <\/b><span style=\"font-weight: 400;\">tab\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:<\/span><br \/>\n<h4><b>System Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Pre-authorize HubSpot CRM integration with the necessary authorization credentials to obtain the token to access external services.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Authorization Type<\/b><span style=\"font-weight: 400;\"> &#8211; Select the <\/span><b>Pre-authorize the Integration<\/b><span style=\"font-weight: 400;\"> option, and then select the <\/span><b><i>OAuth<\/i><\/b> <span style=\"font-weight: 400;\">option.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082556\/hubspot_integration1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"896\" height=\"841\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082556\/hubspot_integration1.png\" alt=\"\" class=\"alignnone size-medium wp-image-52829\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082556\/hubspot_integration1.png 896w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082556\/hubspot_integration1-300x282.png 300w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>System <\/b><span style=\"font-weight: 400;\">card to enable the Kore.ai&#8217;s preconfigured HubSpot app and click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">.<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082712\/hubspot_integration2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"896\" height=\"841\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082712\/hubspot_integration2.png\" alt=\"\" class=\"alignnone size-medium wp-image-52832\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082712\/hubspot_integration2.png 896w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125082712\/hubspot_integration2-300x282.png 300w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/>\u00a0<\/a><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once you click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">, you are redirected to \u201clogin.hubspot.com\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Enter your developer account credentials to successfully connect with your HubSpot Account<\/span><br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1027\" height=\"767\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3.png\" alt=\"\" class=\"alignnone size-medium wp-image-52851\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3.png 1027w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3-300x224.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3-1024x765.png 1024w\" sizes=\"auto, (max-width: 1027px) 100vw, 1027px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select a HubSpot account and click <\/span><b>Choose Account<\/b><span style=\"font-weight: 400;\">. The Authorization completed successfully message is displayed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Enable<\/b><span style=\"font-weight: 400;\"> button to use Kore.ai\u2019s app to fetch the access token to complete the authorization.<\/span><\/li>\n<\/ul>\n<h4><b>Custom Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Create your own custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai&#8217;s HubSpot app for authorization<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>Custom <\/b><span style=\"font-weight: 400;\">to enable the custom authorization profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Select Authorization<\/b><span style=\"font-weight: 400;\"> drop-down and select the <\/span><b>Create New<\/b><span style=\"font-weight: 400;\"> option.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122630\/hubspot_integration4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"887\" height=\"841\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122630\/hubspot_integration4.png\" alt=\"\" class=\"alignnone size-medium wp-image-52860\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122630\/hubspot_integration4.png 887w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122630\/hubspot_integration4-300x284.png 300w\" sizes=\"auto, (max-width: 887px) 100vw, 887px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the type of authorization mechanism. For example, select the <\/span><b>OAuth v2 <\/b><span style=\"font-weight: 400;\">option. <\/span><span style=\"font-weight: 400;\">To create custom OAuth profiles, see <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/advanced-topics\/authorization\/bot-oauthv2-clientcredentials\/\"><span style=\"font-weight: 400;\">Setting Up Authorization Using OAuth v2<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122848\/hubspot_integration5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"894\" height=\"901\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122848\/hubspot_integration5.png\" alt=\"\" class=\"alignnone size-medium wp-image-52866\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122848\/hubspot_integration5.png 894w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122848\/hubspot_integration5-150x150.png 150w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122848\/hubspot_integration5-298x300.png 298w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122848\/hubspot_integration5-100x100.png 100w\" sizes=\"auto, (max-width: 894px) 100vw, 894px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Enter the following authentication credentials for the OAuth v2 mechanism:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Call back URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Identity Provider Name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Client ID<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Client Secret<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Authorization URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Token Request URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Scope<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Refresh Token URL<\/span><\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125123343\/hubspot_integration6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"913\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125123343\/hubspot_integration6.png\" alt=\"\" class=\"alignnone size-medium wp-image-52881\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125123343\/hubspot_integration6.png 882w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125123343\/hubspot_integration6-290x300.png 290w\" sizes=\"auto, (max-width: 882px) 100vw, 882px\" \/><\/a>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click <\/span><b>Save Auth <\/b><span style=\"font-weight: 400;\">to save Authorization Profile.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the new <\/span><b>Authorization Profile,<\/b><span style=\"font-weight: 400;\"> which you created to enable integration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">, you are navigated to \u201clogin.hubspot.com\u201d <\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Enter your developer account credentials to successfully connect with your Hubspot Account<\/span><br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1027\" height=\"767\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3.png\" alt=\"\" class=\"alignnone size-medium wp-image-52851\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3.png 1027w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3-300x224.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125122217\/hubspot_integration3-1024x765.png 1024w\" sizes=\"auto, (max-width: 1027px) 100vw, 1027px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select a HubSpot account and click <\/span><b>Choose Account<\/b><span style=\"font-weight: 400;\">. The Authorization completed successfully message is displayed.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>Enable<\/b><span style=\"font-weight: 400;\">. When you configure the action for the first time, the <\/span><b>Integration Successful<\/b><span style=\"font-weight: 400;\">\u00a0 pop-up is displayed.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1910\" height=\"720\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4.png\" alt=\"\"  class=\"alignnone size-medium wp-image-52899\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4.png 1910w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4-300x113.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4-1024x386.png 1024w\" sizes=\"auto, (max-width: 1910px) 100vw, 1910px\" \/><\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><b>Note<\/b><span style=\"font-weight: 400;\">: You will notice the HubSpot action is moved from <\/span><i><span style=\"font-weight: 400;\">Available <\/span><\/i><span style=\"font-weight: 400;\">to <\/span><i><span style=\"font-weight: 400;\">Configured <\/span><\/i><span style=\"font-weight: 400;\">region.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Allow_End_User_to_Authorize\"><span style=\"font-weight: 400;\">Allow End User to Authorize<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can authorize the integration at a user level with their login credentials. The user authorization process involves requesting permission for Kore.ai&#8217;s HubSpot app to access an access token at runtime<\/span><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"> You can also use the custom authorization profile to let a user configure the integration at runtime.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to authorize a HubSpot action at a user level:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations <\/b><span style=\"font-weight: 400;\">and select the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the <\/span><b>HubSpot <\/b><span style=\"font-weight: 400;\">action in the <\/span><b>Available Actions<\/b><span style=\"font-weight: 400;\"> region.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Configurations dialog, select the <\/span><b>Authorization <\/b><span style=\"font-weight: 400;\">tab\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:\u00a0<\/span><br \/>\n<h4><b>System Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">The end user has to provide credentials during the conversation to<\/span> <span style=\"font-weight: 400;\">authorize users for HubSpot CRM integration to obtain the access token.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>System <\/b><span style=\"font-weight: 400;\">card to enable the Kore.ai&#8217;s preconfigured HubSpot app.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once you click the <\/span><b>Enable <\/b><span style=\"font-weight: 400;\">button, a link is sent to the end user to authorize integration.<\/span><br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124748\/hubspot_integration7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"895\" height=\"840\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124748\/hubspot_integration7.png\" alt=\"\" class=\"alignnone size-medium wp-image-52917\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124748\/hubspot_integration7.png 895w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124748\/hubspot_integration7-300x282.png 300w\" sizes=\"auto, (max-width: 895px) 100vw, 895px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on the link and enter the login credentials to allow the user to authorize the integration.<\/span><\/li>\n<\/ul>\n<h4><b>Custom Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Create your own custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai&#8217;s HubSpot app for authorization<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Authorization Type<\/b><span style=\"font-weight: 400;\"> &#8211; Select the <\/span><b>Allow Users to Authorize the Integration<\/b><span style=\"font-weight: 400;\"> option, and then select <\/span><b><i>OAuth<\/i><\/b> <span style=\"font-weight: 400;\">option.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>Custom <\/b><span style=\"font-weight: 400;\">to enable the custom authorization profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Select Authorization<\/b><span style=\"font-weight: 400;\"> drop-down and select the <\/span><b>Create New<\/b><span style=\"font-weight: 400;\"> option. Follow the instructions in the <\/span><b>Custom Authorization<\/b><span style=\"font-weight: 400;\"> section.<\/span><br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125254\/hubspot_integration9_new.png\"><img loading=\"lazy\" decoding=\"async\" width=\"871\" height=\"830\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125254\/hubspot_integration9_new.png\" alt=\"\" class=\"alignnone size-medium wp-image-52931\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125254\/hubspot_integration9_new.png 871w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125254\/hubspot_integration9_new-300x286.png 300w\" sizes=\"auto, (max-width: 871px) 100vw, 871px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">You can also select an existing authorization profile as shown below:<\/span><br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125854\/hubspot_integration_custom_auth1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"899\" height=\"846\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125854\/hubspot_integration_custom_auth1.png\" alt=\"\"  class=\"alignnone size-medium wp-image-52936\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125854\/hubspot_integration_custom_auth1.png 899w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125125854\/hubspot_integration_custom_auth1-300x282.png 300w\" sizes=\"auto, (max-width: 899px) 100vw, 899px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once you click the <\/span><b>Enable<\/b><span style=\"font-weight: 400;\"> button, the user will see the authorize option during the runtime execution.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Install_the_HubSpot_Action_Templates\"><span style=\"font-weight: 400;\">Step 2: Install the HubSpot Action Templates<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you have configured a HubSpot CRM Integration, you can explore and install action templates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to install action templates:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">On the Integration Successful dialog, click the <\/span><b>Explore Templates<\/b><span style=\"font-weight: 400;\"> button to view the templates.<\/span><br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1910\" height=\"720\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4.png\" alt=\"\"  class=\"alignnone size-medium wp-image-52899\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4.png 1910w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4-300x113.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125124117\/hubspot_integration_custom_auth4-1024x386.png 1024w\" sizes=\"auto, (max-width: 1910px) 100vw, 1910px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">In the Integration Templates dialog, click the <\/span><b>Install <\/b><span style=\"font-weight: 400;\">button to begin the installation.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130618\/hubspot_install_templates.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1577\" height=\"911\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130618\/hubspot_install_templates.png\" alt=\"\"  class=\"alignnone size-medium wp-image-52940\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130618\/hubspot_install_templates.png 1577w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130618\/hubspot_install_templates-300x173.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130618\/hubspot_install_templates-1024x592.png 1024w\" sizes=\"auto, (max-width: 1577px) 100vw, 1577px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Once the template is installed, click the <\/span><b>Go to Dialog<\/b><span style=\"font-weight: 400;\"> button to open the dialog task.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Once all templates are installed, a dialog task for each template is auto-created.<\/span><a hef=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130839\/hubspot_install_templates1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1904\" height=\"750\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130839\/hubspot_install_templates1.png\" alt=\"\" class=\"alignnone size-medium wp-image-52943\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130839\/hubspot_install_templates1.png 1904w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130839\/hubspot_install_templates1-300x118.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125130839\/hubspot_install_templates1-1024x403.png 1024w\" sizes=\"auto, (max-width: 1904px) 100vw, 1904px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">You can also select the desired dialog task from the templates, and click <\/span><b>Proceed<\/b><span style=\"font-weight: 400;\">. For example, select the <\/span><b>Create a Deal <\/b><span style=\"font-weight: 400;\">task.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125131336\/create_deal_new.png\"><img loading=\"lazy\" decoding=\"async\" width=\"705\" height=\"694\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125131336\/create_deal_new.png\" alt=\"\" class=\"alignnone size-medium wp-image-52951\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125131336\/create_deal_new.png 705w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230125131336\/create_deal_new-300x295.png 300w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Once you click <\/span><b>Proceed<\/b><span style=\"font-weight: 400;\">, the dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.<\/span><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>The XO Platform lets you easily connect the HubSpot integration to create, view, update, search and delete deals. You can also create, view, update, search and delete contacts using the pre-built templates. Click the HubSpot link to know more.\u00a0 This article explains how to authorize and enable the HubSpot action and install the pre-built templates&#8230;.<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[201],"tags":[],"class_list":["post-50970","post","type-post","status-publish","format-standard","hentry","category-integrations"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/50970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=50970"}],"version-history":[{"count":15,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/50970\/revisions"}],"predecessor-version":[{"id":55798,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/50970\/revisions\/55798"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=50970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=50970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=50970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}