How to setup HubSpot OAuth for Natero

About

Natero can securely access customer data in HubSpot using OAuth, without exposing your HubSpot credentials.

Requirements

  1. HubSpot account with API access.
  2. HubSpot user role with admin access rights.
  3. Natero account and user login (contact us if you do not have one yet).
  4. Natero user role with "Configure data connectors" permission enabled.

Instructions

  1. On the main navigation bar, hover over "Settings" (gear icon) and select "IT Administration" from the drop-down menu.
  2. Click the "Manage OAuth" tab.
  3. Select "HubSpot" from the drop-down list and click the "Authorize provider" button.Natero: HubSpot OAuth Authorization
    This will redirect you to HubSpot's login page.
  4. Log in using your HubSpot credentials and click "Allow" when prompted.

Once you have completed these steps, please contact us and we will configure your HubSpot integration ASAP.

 

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