HubSpot - Migrating from an API Key to a Private App Access Token

HubSpot - Migrating from an API Key to a Private App Access Token

Outline

HubSpot integrations configured in Client Sense using a HubSpot API key will need to be migrated to use a new token to continue functioning.

Starting November 30, 2022, HubSpot API keys will no longer be able to be used as an authentication method to access HubSpot APIs. In addition, starting July 15, 2022, accounts without a HubSpot API key already generated will no longer be able to create one.
Please ensure you're on version 3.4.0.0-Release before proceeding with this guide. If you're unsure of what version you're running, you're running a Dev release or if your instance needs to be updated please contact support@clientsense.com.
You will need to be an admin user of Client Sense to complete this guide

Creating a HubSpot Private App

Follow the steps outlined at Private Apps (hubspot.com) to create the key and the below scopes to ensure the permissions of the token are adequate for use by Client Sense
  1. Set app name and description to "Client Sense Integration".
  2. Set the following scopes:
    1. Under CRM


Updating the HubSpot integration in Client Sense

  1. Log into Client Sense
  2. From the top right dropdown menu select Integrations

  3. Click the gear icon on the HubSpot box to the configure the HubSpot integration

  4. Paste the private app token into the API key field

  5. Click Save
The next time Client Sense communicates with HubSpot it will use the updated API key