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Prerequisites

The OAuth authentication method requires a custom OAuth application created in HubSpot. If you are connecting with the PrivateApp method, you can skip this section. To create a custom OAuth application, follow these steps:
1
Sign in to your HubSpot developer account. If you do not have one, create a developer account at developers.hubspot.com.
2
Navigate to Apps and click Create app.
3
On the Auth tab, record the Client ID and Client secret. You enter these values as the OAuth Client Id and OAuth Client Secret in the setup steps below.
4
In the Redirect URLs field, enter the Connect AI callback URL https://oauth.cdata.com/oauth/.
5
Under Scopes, add the scopes your application needs to access HubDB data, then save your application.

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Setup Guide

Follow these steps to connect HubDB to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type HubDB into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select your Auth Scheme and follow the instructions in the relevant section below.

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Authentication Methods

1
Enter the following information:
  • OAuth Client Id—Set to the client ID (also known as the consumer key) assigned to your custom OAuth application.
  • OAuth Client Secret—Set to the client secret assigned to your custom OAuth application.
2
Click Sign in to connect securely through OAuth. This action opens the HubDB sign-in page in a new tab.
3
Log in to your HubSpot account and provide the requested permissions (if applicable).
4
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.