HubSpot Connection

The HubSpot connection allows your Horizon agents to interact with HubSpot’s CRM, Marketing Hub, Sales Hub, and Service Hub. Agents can manage contacts, companies, deals, tickets, and workflows through HubSpot’s API.

Prerequisites

Before connecting HubSpot to Horizon, ensure you have:

• A HubSpot account with Super Admin or App Marketplace Access permissions.
• A HubSpot plan that includes API access (Professional or Enterprise for most Hub features).

Setting Up the Connection

1. Navigate to Workspace > Connections and click + Add Connection.
2. Select HubSpot from the integration list.
3. Click Authorize with HubSpot. You will be redirected to HubSpot’s authorization page.
4. If you manage multiple HubSpot portals, select the portal you want to connect.
5. Review the permissions Horizon is requesting and click Connect app.
6. You will be redirected back to Horizon with the connection status set to Connected.

Permissions and Scopes

Horizon requests the following HubSpot OAuth scopes:

• crm.objects.contacts.read / write — read and manage contacts.
• crm.objects.companies.read / write — read and manage companies.
• crm.objects.deals.read / write — read and manage deals.
• crm.objects.tickets.read / write — read and manage support tickets.
• content — access marketing content and blog posts.
• automation — interact with workflows and sequences.
• forms — access form submissions.

Note

Horizon only requests scopes that are needed for the skills you have installed. If you later add HubSpot-related skills that require additional scopes, you may be prompted to re-authorize.

What Agents Can Do

With the HubSpot connection, agents can:

• Manage contacts and companies — create, update, search, and merge contact and company records.
• Work with deals — create deals, move them through pipeline stages, and update deal properties.
• Handle tickets — create and update support tickets, assign owners, and track resolution.
• Access engagement data — read email opens, form submissions, and page views associated with contacts.
• Trigger workflows — enroll contacts into HubSpot workflows based on agent logic.
• Pull reports — retrieve analytics data for dashboards, campaigns, and pipelines.

Connection Settings

After connecting, configure these options from the connection detail panel:

• Portal ID — displayed for reference; identifies which HubSpot portal is connected.
• Default pipeline — choose which deal or ticket pipeline agents should use by default.
• Property mappings — map custom HubSpot properties to agent-friendly field names.

Multi-Portal Support

If your organization uses multiple HubSpot portals (e.g., separate portals for different business units), you can create a separate connection for each portal. Assign different connections to different agents or departments.

Troubleshooting

Issue	Resolution
Connection shows Expired	Click Re-authorize to refresh the OAuth tokens.
Agent cannot access deals	Verify the authorizing user has deal permissions in HubSpot and the correct scopes are granted.
Rate limit errors (429)	HubSpot enforces API rate limits based on your plan tier. Reduce agent request frequency or upgrade your HubSpot plan.
Missing custom properties	Ensure the custom property exists in HubSpot and is not archived.

Disconnecting

To remove the HubSpot connection, open the connection detail panel and click Remove Connection. To fully revoke access on HubSpot’s side, go to Settings > Integrations > Connected Apps in your HubSpot portal and remove Horizon.