HUBSPOT CONNECTION WORKFLOW

Connect once. Discover everything.

This page tracks the configuration needed before the first customer portal can be connected and converted into a reusable analytics model.

READINESS

Production configuration

Ready

✓HUBSPOT_CLIENT_IDConfigured

✓HUBSPOT_CLIENT_SECRETConfigured

✓HUBSPOT_REDIRECT_URIConfigured

✓ENCRYPTION_KEYConfigured

REQUIRED SCOPES

Read-only by default

oauthcrm.objects.contacts.readcrm.objects.companies.readcrm.objects.deals.readcrm.objects.owners.readcrm.schemas.contacts.readcrm.schemas.companies.readcrm.schemas.deals.readcrm.schemas.custom.read · optional

AUTOMATED SEQUENCE

What the platform does after authorization

Create workspace

Creates an isolated tenant configuration in PostgreSQL.

Authorize HubSpot

Uses OAuth state protection and stores encrypted tokens.

Discover portal

Reads properties, owners, deal pipelines, stages and custom schemas.

Recommend mappings

Scores custom properties against business concepts such as Lead Quality.

Approve configuration

Locks the selected property and optional value mapping for dashboard use.