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HubSpot is a CRM platform for marketing, sales, and customer service teams. Connect your HubSpot account to Oleria to bring user access into your identity and access graph.

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What Oleria discovers

User accounts and profile attributes synced from HubSpot’s account directory. Oleria uses this data for dormant account detection and access reviews, refreshed on Oleria’s regular sync schedule.

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Prerequisites

  • A HubSpot Professional or Enterprise subscription (Marketing Hub, Sales Hub, Service Hub, Content Hub, or Revenue Hub).
  • Single sign-on (SSO) turned on in your HubSpot account.
  • Permission in HubSpot to create and install a private app.
  • Admin access on the Oleria platform to add a new integration.

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Get your SCIM credentials from HubSpot

1

Create a private app with the SCIM feature in HubSpot

HubSpot issues SCIM tokens through an installed app. Follow HubSpot’s Set up SCIM for your app guide to create a private app with the SCIM feature, using the HubSpot CLI. Give the app the crm.objects.users.read, crm.objects.users.write, settings.users.read, and settings.users.write scopes.
2

Install the app and copy its token

On the app’s SCIM component details page, open the Distribution tab and select Install now. After installation, an access token appears next to your account. Select Show, then Copy.
  • SCIM Base URL - https://api.hubspot.com/scim/v2.
  • Authentication Token - the access token you copied.
Store the token securely and rotate it per your organization’s security policy.

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Connect HubSpot to Oleria

1

Open the integration

Go to your Oleria workspace, select Integrations, then select the HubSpot tile.
2

Complete the connection form

Fill in the connection form:
3

Save the integration

Select Connect to validate the credentials and save the integration.

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Verify the integration

Confirm the new instance appears on the Connected tab of your Oleria Integrations page with a status of Healthy. Oleria syncs users from HubSpot on its regular sync schedule once the initial sync completes.
If you regenerate the SCIM token in HubSpot, update the Authentication Token in Oleria by editing the integration.

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Remediation actions

Oleria can also take these actions in HubSpot when the SCIM token can update users:
  • Enable or disable a user account
  • Create a new user
Oleria doesn’t check the token’s permissions until an action runs. If an action fails, confirm the token can update users in HubSpot.

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Contact us

For questions about this integration, contact us at support@oleria.com.