> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up the Lighthouse HubSpot Connection

## Before you start

* A Lighthouse account with access to **Settings**
* A HubSpot account — you need permission to install apps/connect integrations in that HubSpot portal
* About 5 minutes

## Connect HubSpot to Lighthouse

<Steps>
  <Step title="Open Connections in Lighthouse">
    In Lighthouse, go to **Settings → Connections** in the left-hand menu. If you haven't added any connections yet, you'll see "No connections available".

    <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-132335.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=bc80e9312d1a8c2cb25a0f0f73e2e274" alt="Screenshot 2026 10 01 132335" width="1918" height="451" data-path="images/Screenshot-2026-10-01-132335.png" />
  </Step>

  <Step title="Add a new connection">
    Click **Add Connection**. A menu of available connections opens — type **HubSpot** in the **Search connections** box to find the HubSpot connection quickly.

    <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-132417.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=9fee7b57563db67c2c46383d281b8662" alt="Screenshot 2026 10 01 132417" width="1042" height="718" data-path="images/Screenshot-2026-10-01-132417.png" />
  </Step>

  <Step title="Select HubSpot (OAuth2)">
    Click **HubSpot (OAuth2)** in the search results.

    <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-132509.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=ab5a96fcdc5b1db8d97123247ab597b4" alt="Screenshot 2026 10 01 132509" width="949" height="700" data-path="images/Screenshot-2026-10-01-132509.png" />

    <Note>
      Choose **HubSpot (OAuth2)**, not **HubSpot (Webhook)** — OAuth2 is the standard connection used for CRM monitoring.
    </Note>
  </Step>

  <Step title="Name the connection and review permissions">
    Enter a **Name** for the connection (for example, `HubSpot`), then review **Permissions & Scopes**. The connection requests read-only access to your HubSpot data:

    * `crm.objects.companies.read` — read company records
    * `crm.objects.contacts.read` — read contact records
    * `crm.objects.deals.read` — read deal records
    * `oauth` — authorize the connection through HubSpot
    * `tickets` — read ticket records

          <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-132551.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=d21d216e1b9d6e9825f74b0d4e04f838" alt="Screenshot 2026 10 01 132551" width="1023" height="775" data-path="images/Screenshot-2026-10-01-132551.png" />

    All permissions are selected by default. You can modify them later if needed. Click **Add** to continue.
  </Step>

  <Step title="Confirm the redirect to HubSpot">
    A **Review access before continuing** dialog appears, explaining that you'll be redirected to HubSpot to authorize the permissions you selected. Click **Continue**.

    <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-132636.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=d12e96bfc3636495a02521249d15fe35" alt="Screenshot 2026 10 01 132636" width="1234" height="811" data-path="images/Screenshot-2026-10-01-132636.png" />
  </Step>

  <Step title="Choose your HubSpot account">
    You're redirected to HubSpot ("Connecting Lighthouse by Cloudify to HubSpot"). Select the HubSpot account you want to connect and click **Choose Account**.

    <img src="https://mintcdn.com/cloudify-c7720744/iqdMeq6cxoMyymHI/images/HubSpot-Account-Selection-Dialog.png?fit=max&auto=format&n=iqdMeq6cxoMyymHI&q=85&s=623e24ecbb767ebaa8d960d864b91639" alt="Hub Spot Account Selection Dialog" width="1875" height="838" data-path="images/HubSpot-Account-Selection-Dialog.png" />
  </Step>

  <Step title="Authorize Lighthouse in HubSpot">
    Review what **Lighthouse by Cloudify** can access in your HubSpot account. Tick the acknowledgement checkbox, then click **Connect app**.

    <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-133032.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=bdc65e2507de63236a28a0c0c86c61a0" alt="Screenshot 2026 10 01 133032" width="1915" height="732" data-path="images/Screenshot-2026-10-01-133032.png" />
  </Step>

  <Step title="Verify the connection">
    You're redirected back to Lighthouse. Under **Settings → Connections**, your HubSpot connection now appears with a green **Connected** badge and an **OAuth2** label. The connection is live.

    <img src="https://mintcdn.com/cloudify-c7720744/TFN99ZSkL94O3X0W/images/Screenshot-2026-10-01-141522.png?fit=max&auto=format&n=TFN99ZSkL94O3X0W&q=85&s=0cbeb36a37dbf8264e9d94b37ba789a4" alt="Screenshot 2026 10 01 141522" width="1098" height="451" data-path="images/Screenshot-2026-10-01-141522.png" />
  </Step>
</Steps>

## Managing the connection

* **Reconnect:** open the **•••** menu on the HubSpot card in **Settings → Connections** and re-authorize.
* **Disconnect:** open the **•••** menu on the HubSpot card and delete the connection.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't find HubSpot in the connection list">
    Click **Add Connection** and type \*\*HubSpot \*\*in the **Search connections** box at the top of the menu. Select **HubSpot (OAuth2)** from the results.
  </Accordion>

  <Accordion title="Authorization failed or I'm stuck on the HubSpot page">
    Make sure you're signed in to the correct HubSpot account, and that your account has permission to install apps. Allow pop-ups/redirects from Lighthouse in your browser, then start the flow again from **Settings → Connections**.
  </Accordion>

  <Accordion title="The connection shows as disconnected">
    Tokens can expire if permissions change in HubSpot. Reconnect from the **•••** menu on the HubSpot card in **Settings → Connections** and complete the HubSpot authorization again.
  </Accordion>
</AccordionGroup>

## Need help?

If you run into any issues during setup, use the **Contact Us** link on the Add Connection page, or reach out to us at [info@cloudify.biz](mailto:info@cloudify.biz).
