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.
Access Required
Guru Access:You need to be an Admin in Guru 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
- Navigate to Manage > Sources.
- Select Hubspot from the icon menu.
- 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).
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Enter your API Key.
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To find this go to Profile & Preferences > Integrations > Private Apps.
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Create a private app
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Provide a name and click Scopes
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Provide the following Scopes.
Permission Explanation crm.objects.companies.read Needed if reading a company crm.objects.contacts.read Needed if reading contacts crm.objects.custom.read Needed if reading custom objects crm.objects.deals.read Needed if reading deals crm.objects.owners.read Needed if reading owners crm.schemas.custom.read Needed if reading custom objects' schema sales-email-read
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Create App.
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Copy the API Key upon completion and enter it in the authentication module in Guru.
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You'll then be prompted to enter your Tenant ID, which is the same Company ID you added in Step 3.
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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
Companies (Accounts), Pipelines (Stages), Owners (Users), Deals (Opportunities), Notes, Tasks
| Deals (Opportunities) | Companies (Accounts) | Owners (Users) | Notes | Pipeline (Stages) | Tasks |
|---|---|---|---|---|---|
| Account | Addresses | Account | Name | Account | |
| Amount | Description | Is Active | Content | Completed Date | |
| Close Date | Industry | Name | Opportunity | Content | |
| Description | Last Activity Timestamp | Owner | Due Date | ||
| Last Activity Timestamp | Name | Remote Created Timestamp | Opportunity | ||
| Name | Number Of Employees | Remote Updated Timestamp | Owner | ||
| Owner | Owner | Status | |||
| Remote Created Timestamp | Phone Numbers | Subject | |||
| Stage | Remote Created Timestamp | ||||
| Status | Remote Updated Timestamp | ||||
| Website | |||||
| Address City | |||||
| Address Country | |||||
| Address Postal Code | |||||
| Address State | |||||
| Address Street 1 | |||||
| Address Street 2 | |||||
| Phone Number | |||||
| Phone Number Type |
Setting Up Hubspot Ticketing as a Source
- Navigate to Manage > Sources.
- Select Hubspot Ticketing (Service Hub) from the icon menu.
- 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).
-
Enter your API Key.
-
To find this go to Profile & Preferences > Integrations > Private Apps.
-
Create a private app
-
Provide a name and click Scopes
-
Provide the following Scopes.
Permission Explanation tickets Needed if reading tickets crm.objects.users.read Needed if reading users sales-email-read Needed if reading emails
-
-
-
Create App.
-
Copy the API Key upon completion and enter it in the authentication module in Guru.
-
You'll then be prompted to enter your Tenant ID, which is the same Company ID you added in Step 3.
-
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
| Tickets |
|---|
| Assignees |
| Completed Timestamp |
| Creator |
| Description |
| Name |
| Priority |
| Remote Created Timestamp |
| Remote Updated Timestamp |
| Status |
Updated 16 days ago