Set up a HubSpot connector

C1 provides identity governance and just-in-time provisioning for HubSpot. Integrate your HubSpot instance with C1 to run user access reviews (UARs) and enable just-in-time access requests.

Capabilities

Resource	Sync	Provision
Accounts
Teams
Roles*

*HubSpot roles are only supported on the free or higher versions of Marketing Hub, Sales Hub, Service Hub, and Content Hub. Role syncing and provisioning via this connector are not available when using any other HubSpot product or version.

Gather HubSpot credentials

Configuring the connector requires you to pass in credentials generated in HubSpot. Gather these credentials before you move on.

A user with the Super admin role in HubSpot must perform this task.

Create a private app and generate an access token

1. Log into HubSpot and navigate Settings > Private Apps.

2. Click Create a private app

3. On the Basic info tab, enter a name (such as “C1”) and description for the new app.

4. On the Scopes tab, select the following scopes:

   In the Settings area:

   • settings.users - Read
   • settings.users.teams - Read

   In the Standard area:

   • account-info.security.read - Request
   • integration-sync - Request
   • oauth - Request
5. Optional. If you want to use C1 to provision roles, search for and add either settings.users.write OR crm.objects.users.write.

6. Optional. To sync user status, search for and add the crm.objects.users.read scope to the app.

7. Click Create app and confirm your action.

8. The new private app’s token is shown. Carefully copy and save the token.

Done. Next, move on to the connector configuration instructions.

Configure the HubSpot connector

To complete this task, you’ll need:

• The Connector Administrator or Super Administrator role in C1
• Access to the set of HubSpot credentials generated by following the instructions above

Cloud-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

1. In C1, navigate to Integrations > Connectors and click Add connector.

2. Search for HubSpot and click Add.

3. Choose how to set up the new HubSpot connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.

   If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.

5. Click Next.

6. Find the Settings area of the page and click Edit.

7. Paste the private app access token into the Access Token field.

8. Optional. If you want to sync user statuses from Hubspot, click to Enable user status.

   This option requires the crm.objects.users.read scope, so make sure you’ve added it to your private app before you proceed.

9. Click Save.

10. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

Done. Your HubSpot connector is now pulling access data into C1.

Self-hosted

Follow these instructions to use the Hubspot connector, hosted and run in your own environment.

When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

• GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new HubSpot connector

1. In C1, navigate to Integrations > Connectors > Add connector.

2. Search for Baton and click Add.

3. Choose how to set up the new HubSpot connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.

   If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.

5. Click Next.

6. In the Settings area of the page, click Edit.

7. Click Rotate to generate a new Client ID and Secret.

   Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your HubSpot connector deployment:

Secrets configuration

# baton-hubspot-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-hubspot-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>
  
  # HubSpot credentials
  BATON_TOKEN: <HubSpot private access token>

  # Optional: include if you want to sync user statuses (requires the crm.objects.users.read scope on the private app)
  BATON_USER_STATUS: true

  # Optional: include if you want C1 to provision access using this connector
  BATON_PROVISIONING: true

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-hubspot.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-hubspot
  labels:
    app: baton-hubspot
spec:
  selector:
    matchLabels:
      app: baton-hubspot
  template:
    metadata:
      labels:
        app: baton-hubspot
        baton: true
        baton-app: hubspot
    spec:
      containers:
      - name: baton-hubspot
        image: public.ecr.aws/conductorone/baton-hubspot:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-hubspot
        envFrom:
        - secretRef:
            name: baton-hubspot-secrets

Step 3: Deploy the connector

1. Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

2. Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the HubSpot connector to. HubSpot data should be found on the Entitlements and Accounts tabs.

Done. Your HubSpot connector is now pulling access data into C1.