How to Connect HubSpot CRM to ARIQ
Connect your HubSpot portal to sync deal stages, sales pipeline values, lead scores, marketing contact growth, and closed-won revenue into your unified agency dashboard.
Private App Access Token (pat-na1-...) or OAuth 2.0Who connects HubSpot
The connection is saved on one project. An agency connects each client from that client's project. A business connecting its own account uses its own project. Both follow the same Connect button.
Sign in to ARIQ with your agency user. Open the client project, then connect that client's HubSpot account. The client does not need an ARIQ login. Use the HubSpot login that can already see that client's data.
Sign in to ARIQ, open your project, and connect the HubSpot account this business already uses. You approve access with that same account.
Connect it inside ARIQ
- 1Sign in to ARIQ.
- 2Open the project this account belongs to. Switch projects from the left sidebar if you manage more than one client.
- 3Open HubSpot from the workspace tabs, or go straight to the HubSpot page.
- 4Click Connect, then Sign in with HubSpot. ARIQ sends you to HubSpot. Sign in with the account that can see this client's data and allow access. You do not paste a password into ARIQ.
- 5Stay on that project and sync. The page shows live numbers only after this account is connected. Another client's project stays empty until you connect it there too.
Step-by-Step Connection Process
Open HubSpot Settings > Integrations > Private Apps
Open HubSpotLog in to your HubSpot portal. Click the Settings gear icon in the main navigation bar. In the left sidebar menu, expand Integrations and click on Private Apps.
Create a Private App & Add Scopes
Click Create a private app. On the Basic info tab, name your app ARIQ Intelligence. Next, switch to the Scopes tab and check the following read permissions:
crm.objects.contacts.readcrm.objects.deals.readcrm.objects.companies.readcrm.schemas.contacts.read