Connecting HubSpot
Use the workspace-scoped Connect HubSpot consent flow, then verify the connection separately from any CRM operation.
HubSpot setup is a workspace-admin task. The current TipOff connection UI uses HubSpot's OAuth consent screen; new connections do not require creating or pasting a private-app token.
Start from the right workspace
- Confirm the active workspace.
- Open Connections and find HubSpot.
- If you have integration-management permission, choose Connect HubSpot.
- Review the account and permissions on HubSpot's own consent screen before authorizing.
- Return to TipOff and inspect the connection status and portal information shown.
Members and Conversation users (viewers) cannot manage workspace integrations. Ask an admin or owner instead of borrowing their credentials.
Handle unavailable setup honestly
The flow requires HubSpot support to be configured on the deployment. If it reports that setup is unavailable, stop and ask the workspace admin or TipOff support. Do not treat a button, a redirect or a started consent flow as a successful connection.
An older connection may still display a masked legacy credential. That is not an instruction to create a new private app.
A connection is not a completed sync
Connected status alone does not prove that records were read, updated or sent. Review the separate sync or push operation, its exact records, confirmation and reported result before calling it complete. A connection does not start an outreach campaign.
Disconnect is a separate, confirmed action. Use it only when you intend to stop this workspace's HubSpot connection. This guide does not attest to a live portal, token, provider response or completed CRM write.