Integrating your application with HubSpot brings CRM data into your Aha! Builder application. With this integration in place, you can pull contact, deal, and company records from HubSpot and combine them with the rest of your application's data — for customer lookups, pipeline dashboards, or account views.
In this article, we will walk through how to connect your application with HubSpot.
Click any of the following links to skip ahead:
Prerequisites
Action |
Requirement |
|---|---|
Integration direction |
Read only |
Credential type |
Private app access token |
Aha! Builder plans |
All Aha! Builder plans |
Required Aha! Builder permissions |
Application owner |
HubSpot plans |
All HubSpot plans, including the Free tier |
HubSpot permissions |
Super Admin permissions to create private apps |
HubSpot enforces read-only access at the scope level. Select only the Read checkboxes when configuring your private app — if you never add a write scope, the integration cannot modify data in HubSpot even if Elle is asked to.
Create a HubSpot private app and get your access token
You will need a private app access token from HubSpot to connect it to your Aha! Builder application.
Log in to HubSpot with a Super Admin account.
Select the Settings gear icon in the top navigation bar.
In the left sidebar, navigate to Integrations -> Legacy Apps.
Select Create a legacy app.
On the Basic Info tab, enter a Name, such as Aha! Builder reader.
Select the Scopes tab.
-
Search for and select only the Read checkbox for each object type you want your application to access:
crm.objects.contacts.read: Use this to read contacts.
crm.objects.companies.read: Use this to read companies.
crm.objects.deals.read: Use this to read deals.
Select Create app in the top right.
In the confirmation dialog, select Continue creating.
Select the Auth tab. Then select Show token and select Copy.
Copy your access token now and store it somewhere safe. You can re-display it from the private app's page in HubSpot settings if needed.
Scopes are per-object. If your application needs data from an object type that was not scoped during setup — such as tickets or custom objects — edit your private app in HubSpot and add the matching read scope.
HubSpot support resources |
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Add your secret in Aha! Builder
Once you have your access token, add it to your application in Aha! Builder:
Navigate to your application in Aha! Builder.
Select Configuration in the top navigation bar.
Select the Secrets tab.
Select Add secret.
In the Secret name field, enter a descriptive name, such as
HUBSPOT_ACCESS_TOKEN.In the Value field, paste your access token.
Click Ask Elle to integrate, which will save the secret and start an AI chat.
Your access token is now available to your application code. Secrets are encrypted and stored securely — they are never exposed in your application's frontend code.
Secrets are environment-specific. If you have both a preview and a production environment, you will need to add the secret to each one separately.
Use the integration
With your secret saved, you can ask Elle to build features that use HubSpot data. Here are some example prompts:
"Add a dashboard that shows my HubSpot deals with their stage, amount, and close date."
"Create a contact lookup page that searches HubSpot contacts by company name."
"Show a list of HubSpot companies with their industry and number of associated deals."
Elle will generate the code to connect to the HubSpot API using your secret and display the data in your application.
Update a secret
You can update a secret's value at any time — for example, if you rotate your access token:
Navigate to your application in Aha! Builder.
Select Configuration in the top navigation bar.
Select the Secrets tab.
Select Edit next to the secret you want to update.
Enter the new value and select Save.
Remove a secret
To remove an integration secret from your application:
Navigate to your application in Aha! Builder.
Select Configuration in the top navigation bar.
Select the Secrets tab.
Select the more options menu ( ... ) next to the secret you want to remove.
Select Delete.
Select OK to confirm.
Removing a secret will break any features in your application that depend on it. Review your application after removing a secret to confirm it still functions correctly.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.