Integrations

Authenticate your apps for HubSpot data sync (BETA)

Last updated: April 12, 2021

In Beta

Applies to:

All products and plans

When using HubSpot sync to sync data between your external apps and HubSpot there may be additional authentication needed. 

NetSuite

Please note: you must be an administrator in your NetSuite account to access this information.

1. Enable required features in NetSuite

  • In your NetSuite account, navigate to Setup. Then click Company > Enable features
  • In the Enable features section ensure the below features are enabled:
    • Under Analytics, enable Suiteanalytics workbook.
    • Under SuiteCloud, enable:
      • Soap web services
      • REST web services
      • Token-based authentication
      • Server suitescript

2. Install the bundle package

  • In your NetSuite account, navigate to Customization. Then click SuiteBuilder > Search & Install bundles.
  • In the search bar, search for HubSpot Sync Bundle and click Install.

3. Assign the HubSpot sync role

  • In your NetSuite account, navigate to Lists > Employees, then click Employees > Search
  • Search for the user to assign the HubSpot role to, then click Edit
  • Navigate to the Access tab.
  • In the Roles section, search for and select HubSpot Sync Role and click Add.
  • In the bottom left, click Save.

4. Find your NetSuite Account ID, Access Token ID and Access Token Secret

Access your NetSuite Account ID

  • In your NetSuite account, navigate to Setup > Integration and then click SOAP Web Services.
  • Your Account ID will be listed in the Primary Information section.

webservicespreferences

Create an Access Token ID and Access Token Secret

  • In your NetSuite account, navigate to Setup > Users/Roles and then click Access Tokens > New.
  • Select the application HubSpot Sync and the role HubSpot Sync Role.
  • The Token ID and Token Secret will display in the Token Id / secret section.

accesstokennetsuite

  • Copy your Account ID, Token ID and Token Secret and paste them in to the pop-up window in HubSpot.

connect-netsuite

  • Click Connect to NetSuite by Oracle.

Airtable

HubSpot sync requires your table in Airtable to have:

  • An Email field set to email format.
Airtable-email-field
  • A Last modified time field. It is recommended to give this field a recognizable name and to hide the field. In the Fields and Formatting tabs, keep the default field settings; All editable fields and Include a time field.
airtable-last-modified-time

Learn more about customizing your field types in Airtable.

Mindbody

To sync data between Mindbody and HubSpot, HubSpot sync requires access to your Client ID, username and password.

Please note: only the owner of the Mindbody account should authorize the syncing of data from Mindbody to HubSpot.

To sync with HubSpot, you will need to give HubSpot access to your site's data:

  • Navigate to your API integrations page and enter your owner credentials.
  • After entering the credentials you will see the error The email or password you entered is incorrect. Click the Go to staff sign-in link, and login using the owner credentials.
  • In the next screen, select your Mindbody account to connect to HubSpot.
  • Navigate back to your HubSpot account to finish setup.