How it works
Once Hubspot is integrated with Magnify, the data ingestion process will begin. After a short period of time selected Hubspot objects will be available within Magnify, providing you the ability to create targeted customer segments for journey creation throughout the customer lifecycle.
The integration is bilateral, so Magnify can also send information and perform actions in Hubspot.
Requirements
- Identify which fields map to the universal and unique account and user identifiers (in Hubspot this is typically Account ID and Contact ID)
- Identify any custom objects that should be ingested
- Create a private app in Hubspot, specifically provisioned for Magnify, with scopes added to match the standard objects and permissions detailed below (plus any custom objects you will need). Please note that in Hubspot this requires Super Admin permissions.
- Once the private app has been provisioned you will need to generate the API token:
- In your HubSpot account, click the settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Integrations > Private apps.
- Click the name of your app.
- Click the Auth tab, click Show token to reveal your access token. Click Copy to copy the token to your clipboard.
Required Permissions
| Hubspot Object | Permissions | |
| 1 | Companies | Read, Edit |
| 2 | Contact | Read |
| 3 | Deals | Read, Edit |
| 4 | Tickets | Read, Edit |
Please validate that the Hubspot private app you are using to integrate with Magnify has the proper scope enabled. Any objects or fields not included in the scope will not be ingested by Magnify, therefore not usable within the platform.
00:00
03:00
Updated