Set up HubSpot Connection in Make.com
How to establish the initial settings for HubSpot Connection in Make.com
Why do we need a HubSpot connection?
In performing the HubSpot data automation using Make.com, it is necessary to set up a HubSpot connection so that the automation “scenario” has relevant permissions to communicate with the HubSpot.
This HubSpot connection is acting like a bridge between the automation scenario of Make.com and the data residing in HubSpot.
Building this bridge enables the data flow between HubSpot and Make.com.
How to set up the HubSpot connection?
Typically, the first step is adding a “HubSpot module” when creating a scenario inside Make.com as shown below.
Just click the add sign (+) and type “HubSpot” in the search box.
Then, click on the HubSpot CRM item to reveal available actions associated with the module.
For illustrations, we will pick “Search for CRM Objects” in this tutorial.
Next, another window will pop up requesting us to set up a HubSpot connection.
Click on the button “Create a connection” in the preceding screenshot to bring up the “Naming” window for this connection.
In this tutorial, we enter the name “HubSpotConnect” in the input box of "Connection name”.
Now, click Save button at the bottom right corner.
This will launch the following screen.
Here, we assume that readers of this article have valid HubSpot accounts.
In the previous screenshot, click on “Sign in to your HubSpot account”. Then enter the HubSpot account information in the next screen.
After logging in, another window pops up to let us choose the account just like the following image.
After clicking the button “Choose Account”, the final confirmation stage appears as below.
Pushing the button “Connect app” will complete the set-up for the HubSpot connection.
Much Easier than It Appears
Although the preceding steps seem lengthy, the entire process is quite straightforward.
Moreover, we need to create the HubSpot connection only for one time. After the HubSpot connection is established, in the future whenever we need to use the HubSpot module, we can just select this connection to reuse it.
Set up Once and Use it Forever. How convenient.
No more hassle in recreating the connection.