This page explains the steps you need to follow to set up the Hubspot connection in PreCallAI. If any of the steps are outdated, please let us know!

  1. Go to the HubSpot Developer page.
  2. Login into your developer account.
  3. Click on the Manage apps button.
  4. Click on the Create app button.
  5. Fill the Public app name field with the name of your API app.
  6. Go to the Auth tab.
  7. Fill the Redirect URL(s) field with the OAuth Redirect URL from the PreCallAI connection creation page.
  8. Go to the Scopes tab.
  9. Select the scopes you want to use with PreCallAI.
  10. Click on the Create App button.
  11. Go back to the Auth tab.
  12. Copy the Client ID and Client Secret values.
  13. Paste the Client ID value into PreCallAI as Client ID, respectively.
  14. Paste the Client Secret value into PreCallAI as Client Secret, respectively.
  15. Click the Submit button on PreCallAI.
  16. Now, you can start using the HubSpot connection with PreCallAI.