How to Setup the Threadly and HubSpot Integration

Get Connected

To connect HubSpot, you will be using a Private App inside of your HubSpot instance. Here's how to create one:

From your HubSpot account, click the settings icon in the main navigation bar. On the left sidebar menu, click Integrations and then Private Apps. Then, click Create private app.

1. Name your app. We'd suggest something to indicate this is your Threadly connector.

1. Click Scopes on the top navigation bar

1. In order for Threadly to query HubSpot based off of your inputted filters, we need:

   1. crm.objects.companies [read and write]

   2. crm.objects.contacts [read and write]

   3. crm.objects.deals [read and write]

   4. Any other object that you want to search from [read and write]

1. Click Create app

1. Copy your private access token

Remember, your private access token is the key to your HubSpot instance!

Now, head to Threadly (in Slack) > Settings > Integrations.

Click Manage next to HubSpot. You'll be directed to HubSpot's page inside the Threadly app. Click the button at the top right to Enter Access Token from HubSpot.

Once you've entered your Access Token, there's one final step to ensure Threadly identifies the right field that holds your Slack channels. Click Manage to enter the object your Slack data is stored on, along with the internal/API name of the field.

For example:

Object: companies

Field: slack_channel_id