Configure life cycle management for HubSpot

About HubSpot

HubSpot provides inbound marketing and sales solutions to help businesses engage customers by creating and managing their online presence, generating and nurturing leads, tracking customer interactions, and analyzing marketing campaigns to improve business performance.

By integrating HubSpot with ManageEngine Identity360, you can enable the following life cycle management capabilities:

Provisioning features supported

• Creation: Automatically set up a new user account in HubSpot via provisioning when a user is created in Identity360.
• Modification: Modify user attributes and roles in HubSpot as and when their profiles get modified in Identity360.
• Deletion: When a user is deprovisioned through Identity360, the user account will be automatically deleted in HubSpot.

The following steps will help you configure the supported life cycle management capabilities for HubSpot from Identity360.

Prerequisites

1. Log in to HubSpot as an admin or as a user with admin privileges.
2. Log in to the HubSpot portal and click the Settings icon.
   The portal view of HubSpot
3. Under the Account Setup section, click Integrations > Private Apps. In the Private apps page, click Create a private app.
   The integrations settings of HubSpot
4. Enter the Name of the application. You can upload a Logo and provide a Description, if necessary. Then click Scopes.
   The application configuration of HubSpot
5. Click the CRM drop-down from the list of scopes, and select Read and Write permissions for the crm.objects.users scope.
   The CRM scopes configuration of HubSpot
6. Click the Settings drop-down, and select Read and Write permissions for the scopes according to the table given below:

   Scopes	Read access	Write access
   settings.billing		✔
   settings.currencies	✔	✔
   settings.security.security_health	✔
   settings.users	✔	✔
   settings.users.teams	✔	✔

   The scopes configuration settings of HubSpot
7. Click Create app > Continue creating.
8. Click Show token and copy the Access Token.
   SP details
9. After creating the application, you can also view the access token from the Private apps page.
   The private app settings of HubSpot

Identity360 configuration steps

1. Log in to Identity360 as an admin or super admin.
2. Navigate to Applications > Application Integration and click Create New Application.
3. Select HubSpot from the applications displayed.
   Note: You can also find HubSpot from the search bar located at the top.
4. Under the General Settings tab, enter the Application Name and Description, if necessary.
5. Under the Choose Capabilities section, select the capabilities you wish to enable, and click Continue.
   General settings of SSO configuration for Velpic
   Note: If you select Provisioning or Access Management, the Import/Sync option will automatically be enabled. This is because the data imported or synchronized from an application is used for provisioning and access management capabilities.
6. Under the Integration Settings tab, select a suitable Connection from the drop-down under the Application Connection section. If there are no existing preconfigured connections, click Create New Connection to set up a new connection.
7. Click Save to complete configuring Import/Sync, Provisioning, or Access Management for the application.

Application Connection

An Application Connection is a link established between Identity360 and HubSpot to automate the process of syncing, creating, updating, and deleting user accounts in HubSpot. This ensures that user accounts and roles are consistently managed and synchronized between Identity360 and HubSpot.

Steps to create a connection with HubSpot

1. After giving application-specific details, navigate to the Integration Settings tab and click Create Connection.
   Note: Alternatively, you can create and manage application connections by navigating to Applications > Application Connection > Create New Connection, and choose HubSpot from the Application drop-down.
   Creating a new connection for HubSpot
2. In the configuration pane, enter the Connection Name and Access Token copied in Step 8.
3. Click Authorize. If the Access Token is valid, the new application connection will be saved automatically. If you have any issues with establishing the connection, try these steps.
   Note: If you want to stop the authorization process, you can choose to Cancel it.
   Configuring a connection for HubSpot
4. You can test if the connection is active by clicking Test or reestablish the connection by clicking Reconnect.
   Testing the connection to HubSpot
5. Click Save to complete the application configuration.