HubSpot

Sonora connects to HubSpot to sync your CRM data, providing insights across contacts, companies, deals, and more.

Prerequisites

• HubSpot admin access
• Ability to create Private Apps

Setup Steps

1. Create a Private App

1. Log in to HubSpot as an admin
2. Go to Settings → Integrations → Private Apps
3. Click Create a private app
4. Enter app name (e.g., “Sonora Integration”)
5. Add a description

2. Configure Scopes

Under the Scopes tab, add these read-only scopes:

CRM Scopes:

• crm.objects.contacts.read - Read contacts
• crm.objects.companies.read - Read companies
• crm.objects.deals.read - Read deals
• crm.objects.owners.read - Read owners

Optional Scopes:

• crm.objects.feedback_submissions.read - Read feedback
• tickets - Read tickets (if using Service Hub)

3. Create the App

1. Click Create app
2. Review the permissions summary
3. Click Continue creating
4. Copy the Access Token

4. Connect in Sonora

1. Go to Settings → Integrations in Sonora
2. Click Add Integration → HubSpot
3. Enter your credentials:
   • Access Token
4. Click Connect

Data Synced

Sonora syncs the following from HubSpot:

• Contacts
• Companies
• Deals
• Owners
• Notes
• Engagements

Permissions

The Private App token provides read-only access. Sonora does not modify any data in your HubSpot account.

Troubleshooting

Authentication Errors

• Verify the Access Token is correct
• Ensure the Private App hasn’t been deleted
• Check that required scopes are still enabled

Missing Data

• Verify the app has the appropriate scopes for the data type
• Check that records aren’t filtered by teams or permissions
• Ensure the data exists in your HubSpot portal