HubSpot Integration
Connecting HubSpot
Connect your HubSpot CRM to embed live data, create documents from records, and sync information
Secure OAuth 2.0 Connection
DocsHub uses HubSpot's official OAuth 2.0 flow for secure authentication. Your credentials are never stored, and you can revoke access anytime from your HubSpot settings.
Quick Connect (Recommended)
🚀Connect in 3 Steps
- 1
Navigate to Settings
Click your profile → Settings → Integrations → HubSpot
Settings → Integrations → HubSpot → Connect Account - 2
Authorize DocsHub
You'll be redirected to HubSpot to approve the connection
Required Permissions: Contacts, Companies, Deals, Custom Objects - 3
Start Using HubSpot Data
Once connected, use /hubspot in any document to insert CRM data
Required Permissions
HubSpot Scopes & Access
DocsHub requests the minimum permissions needed to provide full functionality:
CRM Objects (Read)
Access contacts, companies, deals, and tickets to display in documents
Custom Objects (Read)
Access custom objects created in your HubSpot account
Properties (Read)
Read property definitions and values for all object types
Optional: Timeline Events
If enabled, allows creating document links in HubSpot timelines
Privacy Note: DocsHub only reads data when you explicitly insert it into a document. We never modify your HubSpot data or access it without your action.
Connection Methods
OAuth 2.0 (Default)
Standard HubSpot app connection with automatic token refresh
- ✓ No API key needed
- ✓ Automatic token refresh
- ✓ Granular permissions
- ✓ Works with all HubSpot tiers
Private App (Advanced)
Use a private app token for server-to-server integration
- ✓ No user interaction
- ✓ Permanent token
- ✓ Custom scopes
- ✓ Enterprise only
Installing the HubSpot App
DocsHub for HubSpot
Install our HubSpot app to create and access documents directly from CRM records:
CRM Card
See related documents on any record
- • View linked documents
- • Create new from record
- • Quick preview
Custom Actions
Document actions in HubSpot workflows
- • Generate from template
- • Create proposals
- • Export to PDF
Troubleshooting Connection Issues
Connection Failed
If connection fails, check these common issues:
- • Ensure you're logged into the correct HubSpot account
- • Verify you have admin permissions in HubSpot
- • Check if your organization has SSO requirements
- • Clear browser cookies and try again
Token Expired
OAuth tokens expire after 6 hours but should auto-refresh:
- • DocsHub automatically refreshes tokens
- • If auto-refresh fails, reconnect manually
- • Check Settings → Integrations for status
- • Contact support if issue persists
Missing Permissions
If certain features don't work, you may need additional scopes:
- • Disconnect and reconnect with expanded permissions
- • Check HubSpot user role has necessary access
- • Verify object-level permissions in HubSpot
- • Contact your HubSpot admin for access
Security & Privacy
How We Protect Your Data
Token Storage
- • Encrypted at rest using AES-256
- • Stored in secure database
- • Never exposed in logs or UI
- • Automatic cleanup on disconnect
Data Access
- • Read-only by default
- • No bulk data export
- • Per-request authorization
- • Full audit trail available
Compliance
- • GDPR compliant
- • SOC 2 Type II certified
- • CCPA ready
- • HIPAA available (Enterprise)
Access Control
- • Organization-level connection
- • User permissions inherited
- • Revocable anytime
- • Activity monitoring
Managing Your Connection
Connection Management
Check Connection Status
View current status and last sync time
Refresh Connection
Force token refresh if experiencing issues
Disconnect HubSpot
Remove connection and delete stored tokens
🎯 Next Steps
Once connected, you can start embedding HubSpot data in your documents immediately.