- 03 May 2023
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Hubspot
- Updated on 03 May 2023
- 2 Minutes to read
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This guide will teach you how to set up the connector between HubSpot and Clarity Security.
Estimated time to complete: 10 minutes
If you encounter any problems, please contact your support team or support@claritysecurity.io.
Supported Connector Capabilities
Below are capabilities supported by the connector at this time.
Method | Supported |
---|---|
Provision User | Yes |
List Groups, Policies, and Roles | Yes |
Add User to Groups, Policies, and Roles | Secondary Teams Only |
Remove User from Groups, Policies, and Roles | No |
Deactivate User | No |
Delete User | Yes |
How to Setup the Connector
Step 1: Navigate to HubSpot and get signed in
Step 2: Click Settings
Click the settings icon in the upper right (this looks like a gear).
Step 3: Navigate to Integrations > Private Apps
In the left sidebar menu, locate the Integrations section, and select Private Apps from that list.
Step 4: Click Create a private app
Click the Create a private app button to start creating an app.
Step 5: Fill out Basic Info
Fill out the Basic Info tab using the following information.
- Name: Provide an App Name Ex: Clarity Connector
- Logo: Use the placeholder logo or upload one.
- Description: Enter a description for your App, Ex: Connector application for Clarity Security
Step 6: Add the Scopes
Navigate to the Scopes tab (near the top of the App configuration page), and add the scopes listed below. Once you have configured the required scopes, click Create app in the top right.
- settings.users.read
- settings.users.write
- settings.users.teams.read
- settings.users.teams.write
- settings.billing.write
Step 7: Create a new private app pop-up
Once you hit Create app on the previous screen, you will get a pop-up like the one below; hit Continue creating to continue to the API credentials.
Step 8: Collect the private app credentials
Collect the token from the "Your private app was created" screen; you will need this value later.
Step 9: Log in to Clarity
Login to your Clarity Security tenant.
https://your_tenant.claritysecurity.io
Step 10: Navigate to Applications, then Marketplace
Click on the Applications side tab, then click on the Marketplace to list all the available connectors.
Step 11: Find HubSpot
Scroll to or search for HubSpot in the list of applications from the marketplace, then click Connect.
Step 12: Connect App
Complete the App Settings form. Details for fields common to all applications can be found in the following article: Common App Configuration Steps.
- api_key: Paste the token value retrieved from Step 8.
Step 13: App Settings
Complete the App Settings form. Details for each field can be found in the following article: Common App Configuration Steps.
Step 14: User Settings
Complete the User Settings form, check the table at the top to see if any features are unsupported. Details for each field can be found in the following article: Common App Configuration Steps.
Step 15: Validate Your Selections and Save
Need Help?
If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.