HubSpot Integration
The HubSpot integration pulls deals into ScopeStack to pre-populate projects with opportunity data, and writes revenue back to the deal when a project is submitted for approval. Authentication uses HubSpot’s Private App access tokens.
Prerequisites
- HubSpot account with permission to create Private Apps
- ScopeStack Connected Apps permission at the Manage level
Setting Up in HubSpot
- In HubSpot, navigate to Settings > Integrations > Private Apps.
- Click Create a private app.
- On the Basic Info tab, give the app a name and description that makes it clear it’s the ScopeStack integration.
- On the Scopes tab, search for each object below and enable the required access levels:
| Object | Access Required | Why |
|---|---|---|
| Deals | Read + Write | ScopeStack reads deal data to create projects and writes revenue back to the deal when a project is submitted for approval. |
| Companies | Read | Used to associate deals with the correct company record. |
| Owners | Read | Used to map HubSpot deal owners to ScopeStack users. |
Note: Deals write access is required for revenue write-back. If you do not want ScopeStack to update deal revenue, you can disable this with the Skip Revenue Sync option in ScopeStack. Scopes can also be modified in HubSpot after the Private App is created.
- Click Create app and copy the access token HubSpot generates.
Configuring in ScopeStack
Navigate to Settings > Connected Apps and click the HubSpot tile.
On this screen: The HubSpot integration form shows a Hubspot Private Application Access Token field, a Skip Revenue Sync checkbox, and an Enable toggle.
Paste your access token into the Hubspot Private Application Access Token field. Click the Enable toggle to activate the integration.
Configuration Options
Hubspot Private Application Access Token
The access token generated by your HubSpot Private App. Paste it directly from the HubSpot app creation screen.
Skip Revenue Sync
By default, ScopeStack updates deal revenue in HubSpot when a project is submitted for approval. Enable this option to prevent that write-back.
Verifying the Connection
A connected status means your access token is valid. To confirm data is flowing correctly, check the integration logs at Settings > Connected Apps > HubSpot > View Logs. CRM Opportunities will appear in ScopeStack at the next sync interval.