Integrating SailPoint with HubSpot
HubSpot is a customer relationship management (CRM) platform that provides tools for marketing, sales, content management, and customer service. It helps organizations manage customer data, automate marketing campaigns, and streamline sales operations.
This document provides instructions to configure a new direct connection between SailPoint and HubSpot. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.
Note
To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.
Supported Features
The HubSpot connector supports the following:
Account Management
- Aggregate Accounts
Entitlement Management
- Aggregate Groups
Important
Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:
- Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
- Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.
These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.
Prerequisites
Ensure the following prerequisites are met before proceeding with the configuration:
- Admin access to the HubSpot developer portal.
- A valid HubSpot Public App registered in your developer account.
-
An OAuth 2.0 token for accessing user and team data.
Resource Links
Required Permissions
The connector uses OAuth 2.0 for authentication. You must configure the required scopes in your HubSpot app to access users and teams.
Required OAuth Scopes:
- settings.users.read
- settings.users.teams.read
For step-by-step authentication setup, refer to the HubSpot OAuth 2.0 Authentication Guide.