HubSpot (Legacy)

This reference documentation is for the Legacy HubSpot book.

Overview

The HubSpot Book integrates with HubSpot, enabling you to manage contacts, deals, and other CRM data within your automations seamlessly.

Prerequisites

1. HubSpot Account: You need to have an active HubSpot account. If you do not have one, you can sign up for a HubSpot trial account to get started.

2. Access Token: Obtain your HubSpot access token, which is used to securely access HubSpot via the API. You can generate this token in your HubSpot account settings under "Integrations" > "API Key". You may need to contact your company’s IT support for access tokens.

Learning the HubSpot Book

1. Navigate to Books → All Books.

2. Search for HubSpot (Legacy) and click on it.

3. Click on Add Connection.

4. Add in the credentials when you are prompted:

   1. HubSpot Access Token: The access token for your HubSpot account. This token is used to authenticate API requests and can be generated in your HubSpot account settings.