Hubspot

HubSpot is a cloud-based CRM platform designed to help your company market and sell more effectively. It helps companies attract visitors, convert leads and close customers. It does this by bringing together a variety of functionalities to help align sales and marketing teams, foster sales enablement, boost ROI and optimize an organization's inbound marketing strategy to generate more, qualified leads.

In order to integrate HubSpot with Relyance AI you will need to create an Oauth2 / App Token link from within Relyance AI.

In the Relyance AI application:

1. Login to your Relyance AI account.
2. Navigate to the Settings (bottom-left corner).
3. Select Integrations.
4. Search and locate the HubSpot integration card and click on it.
5. Click on the Add Connection button on the top right.
6. Provide a meaningful name for the integration and click on the Add button.
7. In the Overview section, review the Scope and Permission, Additional Configurations and Endpoint details and click on Continue. For more details, see Integration Features.
8. In the Connection section, provide the appropriate values and click on Continue,
   • Connection Name: This property allows you to update the integration specified in Step 6. If you have multiple integrations for the same vendor, you may want to assign distinct names to each. This helps streamline filtering by Discovery Source across the Inventory, Visual Maps, Assets, and Data Flow Analysis pages.
   • Rescan Frequency: This property allows you to configure how often Relyance executes scans against this Vendor connection.
   • Business Atlas Associations (required): the business entities or products that newly discovered third parties, services and assets from this integration are attributed to. Choose at least one from the Select Associations dropdown — the wizard will not advance past this step without one. For more details, see Business Atlas.
9. In the Authentication section, please choose the Authentication Method, click on Continue. Check the box "Not a professional or Enterprise account" when using a Free/trial account for integrating with HubSpot. When this is checked, we will not attempt to access certain HubSpot Marketing APIs like marketing/emails, broadcast, or hubdb/tables. These are only available on Professional or Enterprise account plans
10. This step applies only if the Data Inspection check box was enabled in Step 7. In the Data Inspection section, provide the appropriate values and click on Continue,
    • Minimum Confidence Level: This property adjusts the sensitivity of the Data Inspection feature. Lower likelihoods (e.g., Very Low) offer more coverage but may produce false positives, while higher sensitivity (e.g., Very High) provides greater accuracy but less coverage.
11. Review the configuration summary from the Completion section and click on Finish.

12. Confirm the integration Status reflects Connected.

Authentication methods and fields

Pick one of these under Authentication Method on the connection wizard's Authentication step. This table is generated from the integration catalog, so it always matches what the form actually asks for.

Manage this integration with Terraform

Connections for this integration can be managed as code with the Relyance Terraform provider. Non-secret fields go in auth.params; secret fields go in auth.secrets_wo, which is write-only — never stored in Terraform state. Rotate secrets by bumping auth.secrets_wo_version.

The OAuth (browser authorization) method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example hubspot/<connection_id>) or reading it with the relyance_integration_connection data source.