Benefits of Creating and Installing an HubSpot App

Creation And Installation of HubSpot Apps

In HubSpot, an application is a kind of integration that can be installed on client accounts or listed on the App Marketplace. It requires confirmation by means of OAuth. When a client introduces your application on their HubSpot account, you’ll have the option to settle on API decisions to that record utilizing an OAuth access token. Your application will likewise show up in the record’s Connected Apps page (Settings > Integrations > Connected Apps), where clients can uninstall or manage it. 

Certain features of integration are just accessible through applications—they can’t be utilized with 1:1 integrations. For instance, just the installed applications can buy in to changes utilizing webhooks or make custom timetable occasions and CRM cards. While not needed, an application is additionally emphatically suggested for the Ecommerce Bridge. 

Creation of an application

At the point when you make an application in HubSpot, you’re basically partnering with an application you’ve worked with an account of a developer. Whenever you’re set up and endorsed in, you’ll start on the home page of the developer account, where you’ll have the alternative to make your first application or make a test account. Click on “Create an application.”

You can likewise begin from the Apps dashboard making use of the “create application” button. 

1. Fundamental Information

In the next step, you’ll round out some fundamental data and settings for your application. At the point when clients confirm your authentication with their HubSpot account, they’ll see the logo, name and description, and any contact support information you give on this page. 

2. Auth settings

In the following tab, you’ll discover your Auth settings, including the client secret and customer ID. This is additionally where you’ll set up extensions for your application. You’ll require this data for starting an OAuth association between your application and HubSpot. 

3. Next is Scopes

Just click on the dropdown at the lower part of the page to add new scopes to your application. These necessary scopes should be remembered for the scope= boundary of your approval URL or clients will be mistaken when attempting to approve your application. See the OAuth docs for more data about building your authorisation URL and utilizing scopes.

4. URL Redirecting

This is the place where clients will be sent subsequent to giving your application access to their HubSpot account. In the event that you do exclude a redirect URL, clients will get a correction error. Redirecting URLs should utilize HTTPS, except if they’re on localhost.

Installation of applications

Prior to introducing an application:-

Significant notes: 

An application won’t show up on a client’s Connected Apps page until the refresh tokens and initial access  are made.

Just the clients with admittance to an application’s access scopes can install an application. 

Applications can’t be installed on developer’s accounts. To test your application, you’ll need to make a test account (which is done inside your developer’s account) and install it there. 

Instructions for the installation of an application

Installing an application can be separated into two stages: token generation and authorisation

1. Approve your application with a client account

To approve your application with a HubSpot account, you’ll need to make an approval URL. Do this by getting the customer ID for your application and starting the OAuth cycle.

When your URL is prepared, open it in your PC’s browser to see a rundown of all your HubSpot accounts. (This is additionally what clients will see once you start guiding them to this URL.) Select the account where you need to install your application.

2. Create the underlying OAuth tokens utilizing the auth code given during approval/ authorisation

In the wake of installing the application

Whenever you’ve approved your application and produced the underlying tokens, installation is finished/ completed. It’ll be listed on your Connected Apps page (which can be found under Settings > Integrations > Connected Apps), and you’ll begin getting webhook and CRM Cards fetching demands.

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