Connecting HubSpot lets agents read and write CRM records — contacts, companies, deals, tickets, and lists — and read or write conversations.

Create a HubSpot app

1

Create a developer account

You need a HubSpot developer account, which is separate from the portal holding your CRM data.
2

Create the app

In the developer account, go to AppsCreate app. Fill in the public-facing details under App info.
3

Configure auth

On the Auth tab, add your redirect URL:
Then select the scopes listed below. HubSpot rejects the flow if you request a scope the app has not declared.
4

Copy credentials

The Auth tab shows the Client ID and Client Secret.

Configure GoConva

Scopes requested

Every scope above must be declared on the app’s Auth tab. A mismatch produces an opaque HubSpot error page rather than a clear message — if authorization fails immediately after redirect, check this first.

Connect

In your workspace, go to SettingsIntegrations, find HubSpot, and click Connect. HubSpot asks which portal to connect. This matters when you have access to several — pick carefully, as records will read and write there.

Webhooks

GoConva exposes an endpoint for HubSpot-triggered workflows:
Point your app’s webhook subscriptions at that URL on your deployment to have HubSpot record changes trigger GoConva workflows.

Verify

Use the Test action on the HubSpot connection. The test validates the grant against HubSpot, so it also confirms which portal and permissions it carries — useful when you are unsure which portal was selected.

Troubleshooting