Connect Assistable Direct to HubSpot
Authorize Assistable contacts, agents, and workflows to work with contacts, companies, deals, and tickets in your HubSpot account.
Assistable Direct
Customer-authorized OAuth
HubSpot CRM
Automatic
Assistable contact creates and edits are mirrored outbound.
On demand
Authorized agents and workflows read or update CRM records.
Before you connect
Requirements
Use the HubSpot account and Assistable workspace that should own the production connection.
Assistable access
An active Assistable Direct workspace and permission to manage its integrations.
HubSpot install access
A HubSpot Super Admin is recommended. Otherwise, the installer needs App Marketplace access plus read and edit access for contacts, companies, deals, and tickets.
Correct account
Know which HubSpot production account should receive records. The connection belongs only to the workspace and environment where it was started.
Install
Connect your HubSpot account
The connection normally takes about five minutes. Start every attempt from Assistable so the authorization request is fresh and belongs to the correct workspace.
- 01
Open Assistable Integrations
Sign in to the Assistable Direct workspace you want to connect, open Integrations, and select HubSpot.
- 02
Start a fresh connection
Click Connect. Always begin from the Integrations page; do not reuse or refresh an older HubSpot authorization link.
- 03
Choose the HubSpot account
Sign in to HubSpot if prompted, then select the production HubSpot account that should receive Assistable data.
- 04
Review and approve access
Confirm the consent screen lists only the eight core permissions below, then click Connect app. A Super Admin is the simplest installer.
- 05
Confirm the connection
HubSpot returns you to Assistable. The HubSpot card should display Connected for the same workspace and environment where you started.
If HubSpot says you do not have permission
Ask a HubSpot Super Admin to install the app, or have an admin grant App Marketplace access and the required CRM object permissions. Do not grant Commerce, quotes, products, custom objects, reports, or Partner Admin for the standard Assistable launch connection.
Permissions
Eight core scopes
Assistable asks only for the access used by the launch integration. The consent screen should not contain an Optional section.
oauthCreate and maintain the customer-authorized connection.
crm.objects.contacts.readFind and read contacts used by an authorized agent or workflow.
crm.objects.contacts.writeCreate and update contacts from Assistable.
crm.objects.companies.readFind and read company records on demand.
crm.objects.companies.writeCreate and update company records on demand.
crm.objects.deals.readFind and read deal records on demand.
crm.objects.deals.writeCreate and update deal records on demand.
ticketsRead, create, and update ticket records on demand.
Configure and use
Verify the connection with a test record
No separate field-mapping screen is required for the standard contact mirror.
Automatic contact mirroring
- Create a uniquely named synthetic contact in Assistable with first name, last name, email, phone, and company.
- Open HubSpot Contacts and confirm that the matching contact appears.
- Edit that Assistable contact, then confirm the same HubSpot record updates without creating a duplicate.
- New and subsequently edited contacts are mirrored. Existing contacts are not bulk-backfilled automatically.
Agent and workflow actions
- When an agent or workflow offers a CRM provider selector, choose HubSpot.
- Authorized actions can find, create, or update contacts, companies, deals, and tickets.
- HubSpot reads occur only when an authorized action requests the data.
- Use synthetic records first, then remove them when testing is complete.
How data moves
Assistable → HubSpot
Contact creates and edits are mirrored in the background on a best-effort basis.
HubSpot ↔ Assistable
Agents and workflows read or update core CRM objects only when an authorized action runs.
Not continuous
Changes made directly in HubSpot are not continuously copied back to Assistable, and deletions are not mirrored automatically.
Disconnect or uninstall
Remove access safely
Disconnecting stops future Assistable API access. Existing records in both products remain in place.
Disconnect in Assistable
- Open Assistable Direct → Integrations.
- Find the HubSpot card and click Disconnect.
- Confirm the action. Assistable revokes the HubSpot grant and removes the stored connection.
- Future contact edits and CRM actions stop. Existing HubSpot records are not deleted.
Uninstall in HubSpot
- In HubSpot, open Settings.
- Go to Integrations → Connected Apps.
- Find Assistable Direct, choose Actions → Uninstall, then confirm by typing “uninstall”.
- If you reconnect later, start again from the Assistable Integrations page.
Troubleshooting
Common connection issues
Most authorization failures are resolved by starting a fresh attempt with the correct HubSpot installer.
Redirect URL mismatch
Return to Assistable Integrations and click Connect again. Do not reuse an old authorization URL or browser history entry.
Permission denied
Use a Super Admin, or ask an admin to grant App Marketplace access and the core CRM object permissions.
Still not connected
Email [email protected] with the UTC time, Assistable workspace name, and the error text. Never send OAuth tokens or passwords.
Ready to connect HubSpot?
Start from the workspace that should own the integration.