Connecting to HubSpot

Edit online

HubSpot is a CRM platform which allows you to keep track of leads and customers at different stages in their journey.

To integrate HubSpot with IBM watsonx Orchestrate, you need to establish a secure connection that enables both systems to communicate seamlessly. For general guidance on managing integrations, refer to Connecting apps for prebuilt agents.

Note:

The Single sign-on (SSO) toggle is enabled only for supported OAuth 2.0 authentication types and applications. If the application does not support an SSO-enabled authentication type, the toggle remains disabled. For supported configurations, see Configuring single sign-on for applications.

Steps to connect

Use the following steps to connect HubSpot to watsonx Orchestrate:

  1. From the main menu, go to Manage > Security.

    In the on-premises environment, use the Manage > Connections navigation path.

  2. Click the Connections tab and search for the corresponding app name or the HubSpot Connection ID.

  3. Click edit next to the matching connection ID.

  4. Select the authentication method your organization uses (OAuth 2.0 or Key Value Pair).

  5. Enter the HubSpot‑specific fields based on the selected authentication method. See Connecting apps for prebuilt agents page for general connection workflow.

  6. Complete the Draft and Live setup steps.

  7. Save and test the connection to confirm successful connection.

Authentication methods

HubSpot supports the following authentication types in watsonx Orchestrate:

  1. OAuth 2.0 (Authorization Code): Recommended for production connections

  2. Key Value Pair (KVP): Supported for API key–based and legacy scenarios

Note:

For agents created after November, OAuth 2.0 is the only supported authentication for HubSpot.

Connection ID

Use the following Connection IDs when locating your HubSpot connection in the Connections settings page. To understand how to search for a Connection ID and open a connection for editing, see Connecting apps for prebuilt agents.

Authentication type

Connection ID

OAuth2 Authorization Code

hubspot_ibm_184bdbd3

Key Value Pair

hubspot_key_value_ibm_184bdbd3 (deprecated)

OAuth 2.0 connection details

If your organization uses OAuth‑based authentication, set Authentication type to OAuth2 Authorization Code and enter the following fields:

Field

Description

Server URL

Base URL of the HubSpot server

Token URL

Endpoint to exchange the authorization code for an access token

Scope

Defines what access is being requested

Authorization URL

URL where users are redirected to log in and authorize access

Client ID

Unique ID for your application

Client Secret

A secret key used to authenticate your app with HubSpot

You can obtain these values from your HubSpot developer account. Refer to the HubSpot OAuth quickstart guide for more details.

Key Value Pair connection details

If your organization uses API keys or a legacy configuration, set Authentication type to Key Value Pair and add each of the following fields using Add new field:

Key

Description

base_url

The base URL of your HubSpot instance

token_url

The URL used to obtain the OAuth token

client_id

Your HubSpot application’s client ID

client_secret

Your HubSpot application’s client secret

bearer_token

Temporary access token used to authenticate API requests to HubSpot

refresh_token

Token used to request a new bearer token when the current one expires

Note: When using Key Value Pair, only Team credentials are supported.

You can obtain these values from your HubSpot developer account. Refer to the HubSpot OAuth quickstart guide for more details.

What to do next

Now that your app connection is live, you can start using it in watsonx Orchestrate.