This guide outlines the steps to connect HubSpot to your Akooda account. By integrating HubSpot, you enable Akooda to tap into your CRM data, enriching your operational insights with valuable customer and contact information.
For more details on how Akooda enhances your organization's operations and ensures privacy and security, refer to our Akooda Integration Principles.
Before We Begin
Please ensure you have the following before starting the connection process:
System Admin access in HubSpot.
The ability to generate an API key in HubSpot with specific scopes.
If you're not a System Admin in HubSpot or unsure about API key generation, please forward this guide to the appropriate individual in your organization.
For assistance, contact our support team at [email protected].
NOTE: The connection to HubSpot requires an API key with specific scopes. If these scopes are not correctly set, or if the API key is revoked, the connection to Akooda will be interrupted and will need to be re-established.
How to Connect
Step 1: Generate an API Key in HubSpot
Log into your HubSpot account as a System Admin.
Navigate to the API Key page under “Integrations” in the Account Settings.
Generate an API key with the following scopes:
crm.schemas.companies.readcrm.objects.companies.readcrm.schemas.contacts.readcrm.objects.contacts.readcrm.objects.owners.readsales-email-read
Step 2: Send the API Key to Akooda
Copy the generated API key.
Email the key to Akooda's support team or use the designated method provided by Akooda for secure key transmission.
Next Steps
After sending the API key, Akooda will complete the integration process. You will be notified once the integration has been set up and you can then start exploring your HubSpot data within Akooda, gaining deeper insights into your customer interactions and CRM activities.
If you encounter any issues or have questions during the integration process, our support team is ready to assist. Contact us at [email protected] for personalized support.