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About HubSpot

HubSpot is a comprehensive customer relationship management (CRM) platform that includes marketing, sales, and service tools. Connecting HubSpot to Serval enables automated user management, team administration, and streamlined access control workflows directly from your service desk.

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What the HubSpot integration enables

CapabilityDescription
Access ManagementCreate, update, and manage users and their permissions. Add users to teams and manage team configurations.
Automation workflowsStreamline user provisioning and account management tasks
Anything defined in the HubSpot API can be accessed through Serval.

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HubSpot configuration

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Prerequisites

  • You must have admin permissions in your HubSpot account to create private apps
  • Access to HubSpot’s developer settings to configure API scopes

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Create a Private App

  1. Navigate to your HubSpot account and go to Settings (gear icon)
  2. In the left sidebar, navigate to Integrations → Private Apps
  3. Click Create a private app
  4. Configure your app:
    • App name: Enter “Serval Integration” or another descriptive name
    • Description: Brief description of the integration purpose
  5. Go to the Scopes tab and select the required permissions (at minimum):
    • settings.users.read
    • settings.users.write
    • settings.users.teams.read
    • settings.users.teams.write
  6. Click Create app
  7. Copy the Access token that appears (this will only be shown once)
For detailed instructions on creating private apps, see HubSpot’s Private Apps Guide.

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Serval Configuration

  1. In Serval go to Apps → Available → HubSpot → Connect
  2. Enter the following information:
    FieldDescription
    Integration NameA friendly name for this integration (e.g., “HubSpot User Management”)
    Access TokenThe private app access token from HubSpot
  3. Click Save
Need help? Contact support@serval.com for assistance with your HubSpot integration.