Authorizing HubSpot for Your Magentrix Portal
Magentrix connects to HubSpot using OAuth2. Authorization is initiated through a personalized link that Magentrix provides to your team. There is no API key or private app token to manage; once your team completes the authorization, Magentrix securely retains the refresh token and uses it to obtain access tokens automatically.
Requirements
- An active HubSpot account.
- A user in that HubSpot account with permission to install or authorize a connected app.
Authorization Flow
- Contact your Magentrix account team to request a HubSpot authorization link. The link points to a connection page hosted on the Magentrix instance at https://connect.magentrix.com and includes an identifier for your account.
- Open the link in a browser where you are signed in to your HubSpot account.
- On the connection page, select HubSpot as your CRM and click Next. You are redirected to HubSpot to authorize the Magentrix connected app.
- Sign in to HubSpot if prompted, choose the HubSpot account you want to connect, and review the requested scopes (see below).
- Click Connect app. HubSpot redirects you back to Magentrix and stores the authorization against your account.
- Notify your Magentrix account team that authorization is complete. The Magentrix team will then configure the integration on your portal so that it appears under Setup > HubSpot Integration.
Requested HubSpot Scopes
The connected app requests the following mandatory scopes, which are required for Magentrix to read and write the supported objects:
- crm.objects.companies.read, crm.objects.companies.write
- crm.objects.contacts.read, crm.objects.contacts.write
- crm.objects.deals.read, crm.objects.deals.write
- crm.objects.owners.read
- crm.schemas.companies.read, crm.schemas.contacts.read, crm.schemas.deals.read
- settings.currencies.read
- files
The following scopes are requested as optional; they are not required for core sync but enable additional features when present:
- crm.objects.line_items.read, crm.objects.line_items.write
- crm.schemas.line_items.read
- e-commerce
- tickets
Re-authorizing
If the HubSpot user who originally authorized the connection loses access to the HubSpot account, or if the connected app is uninstalled in HubSpot, the refresh token can no longer be used. To re-authorize, contact your Magentrix account team and repeat the authorization steps above using a new link.
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