Connect HubSpot

Connect HubSpot to send companies and contacts from RUBINLAKE into your HubSpot CRM. You create a private app in HubSpot and paste its access token into RUBINLAKE as an API token.

In HubSpot, this token is sometimes called a private app access token or service key (Service-Schlüssel).

Before you start

Make sure you have:

• An active Enterprise plan for your RUBINLAKE organization
• HubSpot permissions to create and manage private apps
• Access to the HubSpot account (portal) that should receive the data

Create a HubSpot private app

1. Sign in to HubSpot.
2. Click the settings icon in the top navigation.
3. Go to Integrations → Private Apps.
4. Click Create a private app.
5. On the Basic info tab, enter a name (for example, RUBINLAKE) and save if prompted.

Grant the required scopes

Open the Scopes tab and add these scopes:

Scope	Why it is needed
oauth	Required for private app authentication
crm.objects.contacts.read	Read contact records
crm.objects.contacts.write	Create and update contacts
crm.objects.companies.read	Read company records
crm.objects.companies.write	Create and update companies
crm.schemas.companies.read	Read company property definitions (for industry mapping)

Use Add new scope and search for each scope by name. Review the list before you continue.

Missing write scopes for contacts or companies can cause contacts to sync without being linked to their company record.

Copy the access token

1. Click Create app (or save your changes).
2. Open the Auth tab of your private app.
3. Click Show token.
4. Copy the access token. It usually starts with pat-.

HubSpot may show the full token only once. Store it securely. You can create a new token later if needed.

Connect in RUBINLAKE

1. Sign in to RUBINLAKE.
2. Go to Account → Integrations.
3. Find HubSpot and click Connect.
4. Paste the private app access token into the API token field.
5. Confirm the connection.

On success, Connection details shows your HubSpot portal ID and last verification time.

What gets sent to HubSpot

RUBINLAKE	HubSpot
Company	Company
Contact	Contact

RUBINLAKE sends standard company and contact properties such as name, industry, website, description, employee count, address fields, email, phone, and job title. When the employer company is known, RUBINLAKE links the contact to the company record in HubSpot.

HubSpot integrations do not send notes or profile photos.

Tips

• Create the private app in the same HubSpot portal your sales team uses day to day.
• If you change scopes later, test the connection again in RUBINLAKE.
• If contacts appear in HubSpot but are not linked to companies, check that crm.objects.contacts.write and crm.objects.companies.write are enabled.

Next steps

• Push companies and contacts
• Troubleshoot CRM integrations