--- title: "HubSpot Module Basics - Setup" slug: "hubspot" description: "This document goes over how to setup the HubSpot Module in Decisions. Doing so will allow users to interact with data from their HubSpot API from Decisions, without having to use the API itself. " updated: 2025-10-27T18:50:44Z published: 2025-10-27T18:50:44Z --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # HubSpot Module Basics - Setup ### Overview The **HubSpot Module** allows users to access and update their HubSpot data using steps in a Flow that hides the complexities of working with the **HubSpot API** directly. The **HubSpot Module** will need to be [installed,](/v9/docs/installing-modules-decisions)and security parameters will need to be configured to authorize Decisions to access HubSpot data. ### Prerequisites **The following is required before proceeding with proper use of the HubSpot Module:** - A preexisting HubSpot Account. - Set up and access to a HubSpot Application. - Proper installation and setup of the HubSpot Module in Decisions. - Create a [project dependency](https://documentation.decisions.com/v9/docs/project-dependencies). ### Considerations Note for Third-Party Systems and SubscriptionsCustomers are responsible for securing and maintaining accounts with third-party systems and subscriptions. --- ## Setting Up a HubSpot Application Access to HubSpot data is administered by a **HubSpot Application.** 1. Log in to a **HubSpot Developer Account** and click the **Apps** menu option to view applications that have been set up. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2021-03-10_161022.png) 2. Create an application or select an existing one. Click the **Auth**tab on the application page. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2021-03-10_163642.png) 3. Navigate to the **Scopes**section and click the checkboxes for **Contacts**, **Content**, and **Basic OAuth functionality**. Next, make note of the **Client ID** and **Client****secret** to use later in Decisions. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2021-03-10_164316.png) --- ## Setting Up a HubSpot Provider 1. Log in as an **Admin** in Decisions and navigate to **System > Integrations > OAuth > Providers**. Right-click on **HubSpot**and select **Edit Provider Settings**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-04-19%20142518.png) 2. In the **Edit OAuth Provider** dialog window, paste the **Client ID** into the **Default Consumer Key** field and the**Client Secret** into the **Default Consumer Secret Key** field. Then, click **SAVE.** ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-04-19%20142643.png) --- ## Accessing a HubSpot Application Using any of the pre-built HubSpot steps requires an **OAuth Token**. OAuth is a standard mechanism for providing security to communicate with a **Web Service**. In Decisions, users must establish an **OAuth Token,** which represents a user who will be used to run the **REST API**and interact with the data in HubSpot. There are two types of Tokens for interacting with HubSpot: - **Authorization Token -**This Token requires communication between Decisions and HubSpot, with a user signing into the HubSpot page to retrieve a Token to store in Decisions. Once an **Authorization Token** has been set up, it should not expire. - **Access Token -** This Token is created using the **Authorization Token**, but will expire periodically and needs to be refreshed. This can be done automatically in Flows by using Flow steps. #### Creating an Authorization Token 1. Navigate to **System > Integrations > OAuth > Tokens**. Then, click**CREATE TOKEN.** ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-04-19%20142904.png)CREATE TOKEN will prompt the user with a warning if their BaseURLToPortal is not configured to an externally addressable IP or FQDN. This will **NOT**prevent the creation of a Token, but will have a manual step due to HubSpot not being able to redirect traffic back to the Decisions installation. If this warning displays, it can safely be ignored. 2. When the **Create and Store OAuth Credentials** window appears, enter a name in the **Token Name** field. Select the **Providers**dropdown list and select **HubSpot**. Then, click **Request Token**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-04-19%20143100.png) 3. Once the **Request Toke**n is clicked, a pop-up window from **app.hubspot.com** will appear. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-04-19%20143100(1).png)Popup blocking applications and add-ons may prevent the Request Token action from working correctly. If this occurs, please disable those features and try to request a Token again. 4. From the pop-up window, select the account associated with the Client ID that was copied into the HubSpot Provider. After selecting the account, there will be a message stating that there is a necessary parameter is missing. 5. To provide the needed parameter, open a browser tab and paste the URL from the pop-up window. Then, add "**&scope=contacts%20content**" to the end of the web address. Then, click **Connect App**.The web address should appear as "https://app.hubspot.com/oauth/14575563/authorize?client_id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx&redirect_uri=https%3A%2F%2Flocalhost&scope=contacts%20content ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2021-03-11_122756.png) 6. A separate tab will open to a page that does not exist on the web server. The address will read "https://localhost/?code=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". Select and copy this address. 7. On the **Create and Store OAuth Credentials** window, click **Set Access Token Manually**. In the Authorize URL text box, enter the copied address and click **Save Manual Settings**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-04-19%20143402.png) 8. Click **OK** to save changes and close the **Credentials** window.