--- title: "HubSpot Module Basics - Setup" slug: "hubspot" description: "Learn how to install and configure the HubSpot Module in Decisions to access and update HubSpot data using Flow steps." updated: 2026-07-02T16:17:17Z published: 2026-07-02T16:17:17Z canonical: "documentation.decisions.com/hubspot" --- > ## 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,](/version-10/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/version-10/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/image-1783008890166.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/image-1783008909924.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 **Manage** **> Integrations > OAuth > Tokens**. Then, click **CREATE TOKEN.**![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1783008930309.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/image-1783008980198.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/image-1783009005494.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/image-1783009030475.png) 8. Click **OK** to save changes and close the **Credentials** window.