Introduction

Types of scenarios

This is the first of three steps to get the Remix HubSpot toolkit set up. A connected app in HubSpot is used to do integrations with your HubSpot instance.

Next step:

Instructions

  1. Open Settings in HubSpot by clicking the gear icon in the upper right of the screen.

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  1. Select Private Apps under Account Management → Integrations in the left hand side menu

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  1. Click the Create a private app button on the upper right of the screen

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  1. Enter Basic info for the connected app providing the name and the description.

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  1. If you want, you can use this Remix logo for your app:

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  1. Select Scopes. Scopes determine what your app can access and do in HubSpot.

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  1. Click the + Add new scope button

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  1. Select the appropriate scopes for the objects you use in HubSpot

    1. At a minimum, the following scopes are required:
    crm.objects.companies.read
    crm.objects.companies.write
    crm.objects.contacts.read
    crm.objects.contacts.write
    crm.objects.deals.read
    crm.objects.deals.write
    crm.objects.owners.read
    crm.objects.users.read
    oauth
    

    b. Include scopes for any other objects you intend to use with Remix

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  1. Click the Create app button at the top of the screen

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  1. Click the Continue creating button in the pop-up dialog

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  1. A confirmation dialog displays. Click Show token, then Copy. Keep this token secret. This is your Client Secret.

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  1. Click the Close button

Next Steps: