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  • How do I connect HubSpot?

How do I connect HubSpot?

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TL;DR: Connect HubSpot to Ballet primarily via the MCP / OAuth connector so playbooks can read and write CRM records. Use webhooks when HubSpot events should start a playbook.

Back to: How do I connect CRM and support tools?

Status: Draft outline for customer handoff. HubSpot is primarily an MCP/OAuth connector in Ballet (not a built-in inbound webhook provider like Zendesk).

Patterns

Outline: MCP / OAuth connector

  1. In Ballet, open Connectors → Browse registry and select HubSpot.
  2. Complete OAuth sign-in (create a HubSpot private app / OAuth app if your org requires Client ID and Client Secret before provider sign-in).
  3. Confirm scopes cover the CRM objects your playbook needs (contacts, companies, deals, etc.).
  4. Store any extra tokens in Secrets if used by custom HTTP steps.

See: How do I connect an MCP server? and What is a connector and how do I browse the registry?

Outline: starting a playbook from HubSpot

  1. Prefer a Ballet Webhook trigger with a generic/custom provider if HubSpot posts outbound webhooks to your playbook URL.
  2. Or start from a RevOps recipe that expects a CRM webhook payload.

See: How do I trigger and react to playbooks with webhooks?

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