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Setting Up Hubspot and Hubspot Ticketing as a Source

By integrating HubSpot, you can bring deal details, contact information, and CRM context directly into Guru. This empowers your team to make faster, more informed decisions—without toggling between tools. Learn how to connect HubSpot, access key CRM data in Guru, and enhance customer-facing workflows.

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Hubspot Access You'll need an API Token - This is available on all Hubspot CRM Editions, but only Admins have access to generate an API Token in Hubspot.

Setting Up Hubspot as a Source

  1. Navigate to Manage > Sources.
  2. Select Hubspot from the icon menu.
  3. Enter your Company ID. You'll find this ID under the Account Section in Hubspot when you click on your company name in the top right corner).
Screenshot of SSO setup

  1. Enter your API Key.

    1. To find this go to Profile & Preferences > Integrations > Private Apps.

    2. Create a private app

    3. Provide a name and click Scopes

    4. Provide the following Scopes.

      PermissionExplanation
      crm.objects.companies.readNeeded if reading a company
      crm.objects.contacts.readNeeded if reading contacts
      crm.objects.deals.readNeeded if reading deals
      crm.objects.owners.readNeeded if reading owners
      sales-email-read

  2. Create App.

  3. Copy the API Key upon completion and enter it in the authentication module in Guru.

  4. You'll then be prompted to enter your Tenant ID, which is the same Company ID you added in Step 3.

  5. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

Objects Synced from Hubspot

Primary objects are the objects used to generate the search record.

Common Model / What You'll See During Setup

Objects/Data Brought In

Key Fields

Contact

HubSpot contacts

• First name • Last name • Account (UUID) • Owner (UUID) • Email addresses (Array) • Phone numbers (Array) • Addresses (Array) • Last activity at • Remote created at • Remote ID • Remote data • Remote fields

Account

Primary Object:
HubSpot companies

• Name • Description • Owner (UUID) • Website • Industry • Number of employees • Phone numbers (Array) • Addresses (Array) • Last activity at • Remote created at • Remote updated at • Remote ID • Remote data

Opportunity

Primary Object:
HubSpot deals

• Name • Description • Amount (Integer) • Close date • Status (Enum) • Stage (UUID) • Account (UUID) • Owner (UUID) • Last activity at • Remote created at • Remote ID • Remote data

Stage

Deal pipeline stages

• Name • Remote ID • Remote data

Note

Notes on records

• Content • Account (UUID) • Contact (UUID) • Opportunity (UUID) • Owner (UUID) • Remote created at • Remote updated at • Remote ID • Remote data

Task

HubSpot tasks

• Subject • Content • Status (Enum) • Due date • Completed date • Account (UUID) • Opportunity (UUID) • Owner (UUID) • Remote ID • Remote data

Engagement

Email activities

• Subject • Content • Direction (Enum) • Start time • Account (UUID) • Contacts (Array) • Owner (UUID) • Remote ID • Remote data

Engagement

Call activities

• Subject • Content • Direction (Enum) • Start time • Account (UUID) • Contacts (Array) • Owner (UUID) • Remote ID • Remote data

Engagement

Meeting activities

• Subject • Content • Start time • End time • Account (UUID) • Contacts (Array) • Owner (UUID) • Remote ID • Remote data

Engagement

General communication activities

• Content • Start time • Engagement type (UUID) • Account (UUID) • Contacts (Array) • Owner (UUID) • Remote ID • Remote data

User

HubSpot users/owners

• Name • Email • Is active (Boolean) • Remote ID • Remote data

Lead

HubSpot leads (if enabled)

• First name • Last name • Company • Title • Status (Enum) • Lead source • Owner (UUID) • Converted account (UUID) • Converted contact (UUID) • Remote created at • Remote updated at • Remote ID • Remote data

Setting Up Hubspot Ticketing as a Source

  1. Navigate to Manage > Sources.
  2. Select Hubspot Ticketing (Service Hub) from the icon menu.
  3. Enter your Company ID. You'll find this ID under the Account Section in Hubspot when you click on your company name in the top right corner).
Screenshot of SSO setup

  1. Enter your API Key.

    1. To find this go to Profile & Preferences > Integrations > Private Apps.

    2. Create a private app

    3. Provide a name and click Scopes

      1. Provide the following Scopes.

        PermissionExplanation
        ticketsNeeded if reading tickets
        crm.objects.users.readNeeded if reading users
        sales-email-readNeeded if reading emails

  2. Create App.

  3. Copy the API Key upon completion and enter it in the authentication module in Guru.

  4. You'll then be prompted to enter your Tenant ID, which is the same Company ID you added in Step 3.

  5. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

Objects Synced from Hubspot Ticketing

HubSpot Ticketing CategoryCommon Model / What You'll See During SetupObjects/Data Brought InKey Fields
TicketsTicketHubSpot support tickets• Name • Description • Status (Enum) • Priority (Enum) • Creator (UUID) • Assignees (Array) • Tags (Array) • Remote created at • Remote updated at • Completed at • Remote ID • Remote data
UsersUserHubSpot service users• Name • Email • Is active (Boolean) • Remote ID • Remote data

Permissions

  • When you connect Hubspot as a source in Guru, you'll permission that content in Guru. Learn more here.
  • If someone is not provided with access in Guru to this source, they will not see Hubspot results in searches or when chatting with Guru.

Updated 13 days ago