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Telara

Integrations / HubSpot

HubSpot logo

HubSpot

HubSpot CRM and marketing platform

OAuth 2.0
Indexes
Actions
Events

What Telara does

Capability matrix

Before you connect

Prerequisites

A HubSpot account.
Super admin, or a user who can approve connected apps.

Vendor setup

Get the credential

1
Click Connect in Telara
Settings → Integrations → HubSpot. Approve the HubSpot install screen.
2
Pick the account
HubSpot users can belong to several accounts. Choose the one Telara should use.

Permissions Telara requests

  • crm.objects.contacts.read
    OAuth 2.0
  • crm.objects.contacts.write
    OAuth 2.0
  • crm.objects.companies.read
    OAuth 2.0
  • crm.objects.companies.write
    OAuth 2.0
  • crm.objects.deals.read
    OAuth 2.0
  • crm.objects.deals.write
    OAuth 2.0

In Telara

Connect in Telara

OAuth 2.0

HubSpot OAuth app access for contacts, companies, and deals.

In Telara, open Settings → Integrations, choose this connector, and click Connect. Telara sends you to the vendor to approve access, then returns you here. You do not create an OAuth app or paste a client secret.

API key

HubSpot private app access token. Required permissions: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.deals.read, crm.objects.deals.write.

In Telara, open Settings → Integrations, choose this connector, and paste the key into the fields Telara shows.

Fields Telara asks for
  • API key

Knowledge

What gets indexed

ResourceCoverage
ContactPartial — not every record the vendor holds is synced
CompanyPartial — not every record the vendor holds is synced
DealPartial — not every record the vendor holds is synced

Sync

Freshness & sync

ResourceLagDeletions
ContactUp to 1 dayRemoved records disappear on the next full sync
CompanyUp to 1 dayRemoved records disappear on the next full sync
DealUp to 1 dayRemoved records disappear on the next full sync

Data handling

Permissions & data handling

The scopes above are the permissions this connector requests. They come from the catalog, not from a hand-written page.

Excluded from semantic search: Contact, Company, Deal.

After connect

Verify it worked

After you save, Telara runs a read-only check against the account. The integration shows as connected when that check succeeds.

Honesty

Known limitations

Private app tokens are a fallback when OAuth is blocked by HubSpot’s app review on your portal.
Marketing Hub vs Service Hub seats change which objects exist. Missing objects are often edition limits, not a failed index.