Create a CRM Application on HubSpot (Legacy)

Before Cloud Voice can exchange data with HubSpot, you need to register an application in a HubSpot developer account and grant it the right permissions. That application is what lets your phone system read and update records in HubSpot CRM (Customer Relationship Management, the software that stores your contacts, companies, and deals). This page walks through the legacy app-creation flow, from collecting the connection details in Cloud Voice to configuring authorization in HubSpot.

Note

This is the legacy way of building a HubSpot CRM app. HubSpot now requires all new applications to be created through its CLI (Command Line Interface, a tool you run from a terminal). Use the legacy flow only for an existing legacy app. For any new app, see Create a CRM application using HubSpot CLI.

Prerequisites

You need a HubSpot developer account to create the application. A developer account is separate from a normal HubSpot login and is free to sign up for.

Step 1. Copy the redirect URL from Cloud Voice

HubSpot uses a redirect URL to return the authorization response to your phone system after a user approves access, so grab it first. You will paste this exact value into HubSpot in Step 2.

1. Sign in to the PBX (Private Branch Exchange, your phone system) web portal and open Integrations > CRM.

2. Select HubSpot.

   

3. In the Network section, find the Redirect URL, then select and copy it. Keep it handy for the next step.

   

Note

The redirect URL is generated by Cloud Voice and is specific to your phone system. Copy it exactly as shown rather than typing it out, so it matches when you paste it into HubSpot.

Step 2. Create and configure the app in HubSpot

1. Sign in to your HubSpot developer account.

2. In the left navigation, go to Development > Legacy Apps.

   

3. In the top-right corner, click Create legacy app.

   

4. In the dialog that opens, choose Public as the application type.

   

   Note

   A public app uses the authorization flow that Cloud Voice expects, so pick Public even though only your own account will use it.

5. On the App Info tab, fill in the app’s basic details.

   

   1. In Public app name, enter a name. This is the name HubSpot users see wherever the app appears.
   2. Optionally, upload a logo and add a description.

6. On the Auth tab, set up the authorization for the app.

   1. In the Redirect URLs section, paste the redirect URL you copied from Cloud Voice in Step 1.

      

      Caution

      The redirect URL in HubSpot must match the one shown in Cloud Voice exactly, including any trailing characters. If the two do not match, HubSpot rejects the authorization and the integration cannot connect.

   2. In the Scopes section, grant the app the permissions it needs to read and write HubSpot data. A scope is a single permission (for example, “read contacts”).

      1. On the right of the page, click Add new scope.

         

      2. Search for and select each scope in the table below, then click Update.

         Category	Scope
         CRM	crm.objects.companies.read
         CRM	crm.objects.companies.write
         CRM	crm.objects.contacts.read
         CRM	crm.objects.contacts.write
         CRM	crm.objects.deals.read
         CRM	crm.objects.deals.write
         CRM	crm.objects.owners.read
         CRM	crm.schemas.companies.read
         CRM	crm.schemas.companies.write
         CRM	crm.schemas.contacts.read
         CRM	crm.schemas.contacts.write
         CRM	crm.schemas.deals.read
         CRM	crm.schemas.deals.write
         Settings	settings.users.read
         Settings	settings.users.teams.read
         Settings	settings.users.teams.write
         Settings	settings.users.write

         

         

      Caution

      Add every scope in the table. HubSpot only allows the app to touch the data types you grant here, so a missing scope means the integration cannot sync that record type (for example, leaving out a contacts scope stops contacts from syncing).

7. Click Create app.

Your HubSpot CRM application is now created.

What to do next

• On the Auth tab, open the App credentials section to retrieve the Client ID and Client secret. You’ll need both to finish the integration.

  

  Caution

  Treat the Client secret like a password. Anyone who has your Client ID and Client secret can act as your app against your HubSpot data, so do not share the secret or store it where others can read it.

• Continue with Integrate Cloud Voice with HubSpot CRM.