Introduction
This article describes how to connect to your HubSpot environment following an invite from GetAccept to our iPaaS service called GetAccept Automation.
GetAccept Automation is a powerful iPaaS service that connects you to over 500+ community connectors. To access the GetAccept Automation platform, you need a subscription and an invitation. Contact our sales department to learn more.
Requirements
Before you start connecting HubSpot to GetAccept Automation, ensure that you meet the following requirements:
Active HubSpot Subscription: You need an active HubSpot account to connect it with GetAccept Automation.
API Key or Private App: Depending on your HubSpot plan, you may need an API key or a private app to establish the connection.
Administrator Access: Administrative access to your HubSpot account is required to set up the necessary permissions and authentication methods.
Invitation and Basic Setup
Once you have been invited to GetAccept Automation, you will receive an email asking you to create your account. Follow the instructions to create the account and log in to the platform.
Important: After logging in, ensure you switch the workspace from "My Workspace" to your company workspace by clicking on your profile image in the top left corner and selecting the workspace that matches your organization's name.
If you encounter any issues with logging in or accessing your GetAccept Automation workspace, please contact your Customer Success Manager or our Customer Support team for assistance.
For a detailed guide on setting up your account and navigating your workspace, please refer to the full article: Getting Started with GetAccept Automation.
How to Connect to HubSpot
Authentication Options
There are two primary methods to authenticate and connect HubSpot with GetAccept Automation:
API Key Method:
Use Case: Ideal for users on HubSpot’s legacy plans or those who prefer using an API key for quick integration.
Setup Steps:
Log in to your HubSpot account.
Navigate to your HubSpot account settings and find the API Key under "Integrations > API Key."
In GetAccept Automation, navigate to the HubSpot connector and select the API Key method.
Enter your HubSpot API Key to authenticate and connect.
Note: The API Key method may have limitations based on your HubSpot plan, and it might not be supported in newer HubSpot accounts.
OAuth 2.0 (Private App) Method:
Use Case: Recommended for newer HubSpot accounts or those needing more secure and granular permissions.
Setup Steps:
Log in to your HubSpot account.
Create a private app under "Account Settings > Private Apps" and configure the necessary scopes (permissions) such as
crm.objects.contacts.read,crm.objects.deals.write, etc.Generate the access token from the private app.
In GetAccept Automation, navigate to the HubSpot connector and select the OAuth 2.0 method.
Enter the access token generated by the private app to authenticate and connect.
Important Note: Using OAuth 2.0 via a private app allows you to customize the access levels to meet specific security and compliance requirements within your organization.
Troubleshooting
Access issues with the GetAccept and HubSpot integration can stem from permission settings or browser-related problems. This section provides troubleshooting steps categorized into User Permissions Issues and Browser Settings Adjustments to ensure seamless access.If you encounter issues during the setup or operation of your HubSpot connection, consider the following troubleshooting steps:
Invalid API Key/Token: Double-check the API key or access token used during setup to ensure it’s entered correctly and still active.
Permission Errors: Ensure that the correct permissions (scopes) have been assigned to the API key or private app used for the connection.
Access Issues: Verify that your HubSpot plan supports API access and that you have the necessary subscription level.
Connection Timeouts: Ensure that your network allows communication with HubSpot’s servers. Also, verify that there are no firewall or proxy restrictions that might block access. For further assistance, reach out to your GetAccept Customer Success Manager or our Support team.## Verify User Permissions A common issue users face is receiving an “Access Denied” message even after successfully logging in to GetAccept through HubSpot. This may occur if, despite being active in the system, you lack the necessary permissions.
Step to Fix: Contact your organization’s GetAccept administrator to grant or verify your user permissions within the GetAccept entity. They can adjust your roles or access rights as required to restore full access.
Adjust Browser Settings
Another frequent cause of login or access difficulties lies in browser-related issues. Ensuring your browser is properly configured can resolve such problems.
Steps to Fix:
Clear Cache and Cookies: Open your browser settings and clear cache and cookies from all time. This helps reset stored data, resolving lingering authentication errors.
Update Your Browser: Make sure you are using an updated version of your browser, such as Google Chrome. Running an outdated version can lead to compatibility and security issues.
Preventative Measures
Regularly review and update user permissions through your GetAccept administrator to prevent unexpected access barriers.
Keep your browser updated and periodically clear cached data to avoid unnecessary login challenges.
Following these steps should resolve most access issues related to the GetAccept–HubSpot integration. If problems persist, consider reaching out to your administrator or GetAccept support for further assistance.