> ## Documentation Index
> Fetch the complete documentation index at: https://docs.script.it/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Install the Script.it HubSpot integration, choose the permissions you want to grant, and build your first HubSpot automation in plain English.

Script.it connects to HubSpot so your scripts and the AI agent can work with your CRM directly. Describe what you want in plain English — "when someone submits our demo form, create a ticket and email the deal owner," "summarize this week's sales conversations," "generate a quote from this deal" — and the agent builds and runs the automation using your HubSpot data.

This guide walks through installing the integration, choosing the permissions to grant, and running your first HubSpot automation.

## What you can automate

The HubSpot integration is not a fixed one-way sync. The agent uses whichever HubSpot capabilities your automation needs, including:

* **CRM records** — create, update, and search contacts, companies, deals, tickets, quotes, and custom objects.
* **Sales context** — read conversations, sales emails, and timeline activity to summarize and act on customer history.
* **Marketing** — work with campaigns, marketing events, forms, and form submissions.
* **Data movement** — import and export CRM data in bulk, attach and manage files.
* **Actions** — send transactional emails, assign records to owners, log timeline events.

## Before you start

You'll need:

* A [Script.it account](https://script.it) — the free tier works.
* A HubSpot account where you're allowed to install apps (most portals require Super Admin or App Marketplace permissions).

Some permissions depend on your HubSpot subscription. For example, ticket automations use Service Hub features and marketing automations use Marketing Hub features. If your portal doesn't include a product, HubSpot automatically leaves those permissions out during installation — everything else keeps working.

## Install the integration

<Steps>
  <Step title="Open Settings → Integrations">
    In Script.it, click **Settings** in the sidebar, then select **Integrations**.
  </Step>

  <Step title="Find HubSpot">
    Search for **HubSpot** in the catalog and click **Connect**.
  </Step>

  <Step title="Choose the permissions to grant">
    Script.it shows a checklist of HubSpot permissions before anything is authorized. All are optional — keep the full set for maximum flexibility, or trim the selection to exactly what your automations will touch. You can reconnect later with a different selection if your needs change.
  </Step>

  <Step title="Authorize on HubSpot">
    Script.it redirects you to HubSpot's authorization page. Pick the HubSpot account you want to connect, review the requested permissions, and click **Connect app**.
  </Step>

  <Step title="Confirm the connection">
    You're redirected back to Script.it, and HubSpot now appears in your connected integrations with a **Connected** badge. It's immediately available to your scripts and sessions.
  </Step>
</Steps>

<Note>
  You can also start from a session: if you describe an automation that needs HubSpot before it's connected, the agent pauses and walks you through the same authorization flow without leaving the chat.
</Note>

## Run your first HubSpot automation

<Steps>
  <Step title="Start a session">
    Open a new session and describe what you want. For example: *"Every Monday at 9am, list deals that moved stage last week and email me a summary."*
  </Step>

  <Step title="Review what the agent builds">
    The agent identifies that the automation needs HubSpot, builds a script using your connected account, and shows you what it will do.
  </Step>

  <Step title="Run it">
    Run the script directly, or let its trigger (a schedule, a webhook, or a HubSpot event) fire it automatically. Every run shows exactly what the agent read and changed.
  </Step>
</Steps>

## Permissions reference

Script.it requests HubSpot permissions (OAuth scopes) so the agent can act on your behalf. Only basic OAuth access is required — every other scope is optional, and HubSpot drops any scope your subscription doesn't include. Here is what each group enables:

| Permission group              | Scopes                                                                                                                                                                                  | What it enables                                                                                                        |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| Contacts, companies & deals   | `crm.objects.contacts.read/write`, `crm.objects.companies.read/write`, `crm.objects.deals.read/write`, `crm.objects.line_items.read`, `crm.objects.owners.read`, `crm.lists.read/write` | Read, create, and update core CRM records, line items, owners, and contact lists.                                      |
| Tickets & quotes              | `tickets`, `crm.objects.quotes.read/write`                                                                                                                                              | Support-ticket triage and quote generation automations.                                                                |
| Custom objects & properties   | `crm.objects.custom.read`, `crm.schemas.contacts.read/write`, `crm.schemas.companies.read/write`, `crm.schemas.deals.read`, `crm.schemas.custom.read`                                   | Read custom objects, and inspect or create the property definitions the agent needs before reading or writing records. |
| Marketing                     | `marketing.campaigns.read/write`, `crm.objects.marketing_events.read/write`, `forms`, `content`                                                                                         | Campaign and marketing-event automations, form submissions as triggers, CMS and blog content.                          |
| Conversations & email history | `conversations.read`, `sales-email-read`, `timeline`                                                                                                                                    | Summarize inbox conversations and sales emails, and log timeline events for a clear audit trail.                       |
| Sending email                 | `transactional-email`                                                                                                                                                                   | Send emails as automation steps.                                                                                       |
| Import, export & files        | `crm.import`, `crm.export`, `files`                                                                                                                                                     | Bulk data migrations and file attachments.                                                                             |
| Workflows                     | `automation`                                                                                                                                                                            | Trigger and read HubSpot workflow automations.                                                                         |
| Account & users               | `settings.users.read/write`, `account-info.security.read`                                                                                                                               | Route and assign records to the right users, read account audit information.                                           |
| Commerce & CMS domains        | `accounting`, `e-commerce`, `cms.domains.read/write`                                                                                                                                    | Commerce data automations and CMS domain configuration.                                                                |

<Note>
  Script.it stores only the OAuth tokens HubSpot issues — your HubSpot password is never visible to Script.it. Tokens are encrypted at rest, and scripts never contain credentials.
</Note>

## Sharing HubSpot with your team

You can share your HubSpot connection with a workspace so teammates' scripts can use it, or keep it private. See [Connect integrations](/integrations/connecting) for how sharing works and what it means for the connection owner.

## Disconnecting

To remove Script.it's access to your HubSpot account:

1. In Script.it, go to **Settings → Integrations**, find HubSpot, and click the **···** menu → **Disconnect**. This revokes the tokens immediately.
2. Optionally, you can also remove the app from HubSpot directly: in HubSpot, go to **Settings → Integrations → Connected Apps**, find Script.it, and uninstall it.

Scripts that use HubSpot will stop working until you reconnect.

## Getting help

If you run into anything during setup, reach us at [support@script.it](mailto:support@script.it) — we're happy to help.