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HubSpot CRM Integration Guide

Sync HubSpot deals, contacts, and companies to BizoSaaS to power AI-driven sales forecasting and automated follow-ups.

Prerequisites​

  1. A HubSpot account (Free or above).
  2. Super Admin permissions in your HubSpot portal.
  3. A HubSpot Private App or OAuth credentials.

Setup Steps​

1. Create a Private App in HubSpot​

  • In HubSpot, go to Settings > Integrations > Private Apps.
  • Click Create a private app.
  • Name: BizoSaaS Connector.
  • Scopes: Grant crm.objects.contacts.read, crm.objects.deals.read/write, crm.objects.companies.read.
  • Click Create app and copy the Access Token.

2. Connect to BizoSaaS​

  • Log in to your BizoSaaS Dashboard.
  • Go to Connectors > CRM.
  • Click Add Connector and select HubSpot.
  • Paste your Private App Access Token.
  • Click Verify & Connect.

Troubleshooting​

  • Token Expired: Private App tokens do not expire, but ensure the app hasn't been deactivated.
  • Permission Denied: Check that the scopes you selected match the data you are trying to sync.