> ## Documentation Index
> Fetch the complete documentation index at: https://davinci.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot CRM

> Synchronize user accounts with your HubSpot CRM account with our Hubspot extension

<Check>
  This is a free extension available for anyone
</Check>

## Extension Configuration

To be able to use Hubspot feature, follow these steps to setup Hubspot Extension.

<Steps>
  <Step title="Step 1">
    Go to the **Marketplace** in **Admin Panel** and install **Hubspot** extension.

    <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-1.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=7f233cad0915100146a0c1c46c9047f5" width="404" height="260" data-path="images/extensions/hubspot/hubspot-1.png" />
  </Step>

  <Step title="Step 2">
    After installation is completed, go to **AI Settings** page in Admin Panel and click on **Extensions** tab there. Click on **Hubspot** there.

    <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-2.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=ddf3432557a67f73812c0e9991c2881c" width="549" height="107" data-path="images/extensions/hubspot/hubspot-2.png" />
  </Step>

  <Step title="Step 3">
    Register with HubSpot:

    1. Go to <a href="https://hubspot.com" target="_blank">HubSpot</a> website and sign up with them in case if don't have an account with them.
    2. After your logged into your HubSpot account, click on the **Settings** button at the top right corner
           <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-3.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=d41982056a3e04922198e904a4afa6f9" width="520" height="105" data-path="images/extensions/hubspot/hubspot-3.png" />
    3. On the left menu panel, go to **Integrations** - **Private Apps** page and click on **Create a private app** button.
           <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-4.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=817a6f812f9c57ea807dc815043f746d" width="1893" height="809" data-path="images/extensions/hubspot/hubspot-4.png" />
    4. Enter app name along with some description
           <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-5.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=261960c7aff3562baa89148a1c49c863" width="789" height="673" data-path="images/extensions/hubspot/hubspot-5.png" />
    5. On the scopes section, include all scopes for **CRM** and **CSM** scopes.
           <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-6.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=5ba8bc9dafc5b8c84534c12d1fcc9ab1" width="1212" height="598" data-path="images/extensions/hubspot/hubspot-6.png" />
    6. Last section on webhooks there is optional, then click on **Create App** button.
    7. After you have created your app, you will be shown **Access Token**, copy it.
           <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-7.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=8ed93c7cf29775570ac1e6c2c470e57b" width="631" height="572" data-path="images/extensions/hubspot/hubspot-7.png" />
       <Note>Store your Access Token securely and never share it publicly. The key can provide direct access to your account.</Note>
  </Step>

  <Step title="Step 4">
    To control the settings of **HubSpot** exension, return to **AI Settings** page in Admin Panel and click on the **Extensions** tab, and select **HubSpot** extension.
    Configuration of Hubspot is done on this page, there will be no new menu item added in the Admin Panel. Below is the explanation of each field on Hubspot page.

    * Enter your **Hubspot Access Token**
    * Turn on **Add Free Tier User Group** if you want to Synchronize non-subscribers accounts only with your HubSpot account
    * Turn on **Add Subscriber User Group** if you want to Synchronize subscribers accounts only with your HubSpot account
    * Afterwards click on **Save & Add Users** button
      <Note>Note that after you properly configure your HubSpot account with valid Access Token, all new users that are yet to register will get automatically added to your HubSpot account.</Note>

    <img src="https://mintcdn.com/davinci/TjNxT_yJoeDnG_Zp/images/extensions/hubspot/hubspot-8.png?fit=max&auto=format&n=TjNxT_yJoeDnG_Zp&q=85&s=2a4231cd43af36bacd5ac22289403abf" width="816" height="567" data-path="images/extensions/hubspot/hubspot-8.png" />
  </Step>

  <Step title="Step 5">
    You know have completed the Hubspot extension configuration.
  </Step>
</Steps>

<Check>
  You have successfully comleted the setup process of this extension.
</Check>
