Best practice
For the integration with Oomnitza, create a dedicated user account.
Prerequisites
HubSpot uses OAuth authentication and requires your Client ID and Secret to be added to Oomnitza.
To generate your Client ID and Secret, you must have a HubSpot Developer Account. Since HubSpot users are not automatically given a Developer Account, you might need to create one. To create a Developer Account, visit the Hubspot Developers site. Click Create a Developer account > Create App Developer account and follow the subsequent steps to complete the setup.
The app you'll be creating (as outlined in the steps below) is a public app. For further details, see HubSpot Developer Docs: Public apps.
Procedure
- Log in to your HubSpot Developer Account.
- Click Create an App.
- Enter an app name and description.
- In the Auth tab, supply the following redirect URL:
https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url - For the Scopes, select
content actions oauth settings.users.read settings.users.write account-info.security.readfollowing the example below. - Copy your Client ID and Secret.
- Click Save.
Next, you need to install the app on a Developer test account. Complete the following steps:
- From the menu, click Testing.
- Click Create app test account.
- Name your account and click Create
Important
If you try and authenticate in Oomnitza without completing the final step of installing the app on a Developer test account, you will get the following error or similar The account you selected is a developer account. This app can't be installed. See Hubspot Community: OAuth error
Adding your HubSpot credentials
To stream HubSpot user data into Oomnitza, complete the following steps:
- In Oomnitza, click Configuration > Security > Credentials.
- Click Add new credential (+).
- Search for the integration, and then click the forward arrow > to select the integration.
- Enter your client credentials and any other additional information.
- Click Authenticate. You are prompted to log in to authorize your request.
- Click CREATE.
- Add the information details.
- Click the AUTHORIZATION tab.
- Ensure that OAuth 2.0 is selected as the Authorization type.
- Ensure that HubSpot is selected from the SaaS list.
- Enter your client ID and client secret.
- Enter a space-separated list of scopes, i.e.
content actions oauth settings.users.read settings.users.write account-info.security.read - Click Authenticate.
- Click the radio button next to your app and click Choose Account.
- Click Connect App.
- Click CREATE.
Documentation:
Next steps
Now that you have added your GitLab credentials to Oomnitza, you can run the extended integration for HubSpot users
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