HubSpot Integration with Tendril
Customer Account
Using Tendril we have 3 options regarding integrations with HubSpot
• Superadmin - Requires the Superadmin Hubspot account to be configured in Tendril.
• Public app
a. Customer account
b. Hubspot App Marketplace
Superadmin
The next section explains the step by step process to install Hubspot Integration with Tendril with a Superadmin HubSpot account.
Step 1: Log in to Tendril Connect
Log in to Tendril Connect using the credentials sent to your email using the following link.
You received an email from our team sharing your credentials.
Step 2: Go to Settings
On the left menu, click on Settings > Integrations
Step 3: Integrating Hubspot inside Tendril
a. Select Integrations on the left menu
b. Select HubSpot on the upper right corner
c. Click on the HubSpot Logo
Step 4: Sign in to your HubSpot account
Click on Sign in to your HubSpot account
Step 5: Sync your Tendril Account
Choose Tendril as the account you want to Sync.
If this CONNECTION section does not appear, go back to Tendril and do a hard refresh:
MAC: ⌘ [Cmd] and [⇧ Shift] and then press R
Windows: [Ctrl] and [⇧ Shift] and then press R
And click again on the HubSpot Logo
Now you can see all your HubSpot users!
You have now successfully integrated your HubSpot users with Tendril Connect
If you don't see users, and you are not able to click the HubSpot logo, do a hard refresh again. Click the HubSpot logo and you will now be able to see users.
Public app
The next section explains the step by step process to install HubSpot integration with Tendril on a HubSpot Customer Account.
Step 1: Create a Developer Account
In your app developer account, navigate to Apps in the main navigation bar.
In the upper right corner, click Build apps
Click Create a developer account
Select Create a developer account
Follow the next steps
Select continue with user
If you don't have a developer account,
click on Start Sign-up
Provide the following information
Job Role
Company Name
Step 2: Create an app
Once the developer account has been created, proceed to create an app by selecting "Build something for one account"
Click on "Create an app" button.
Once the app is created, click Next in the following 3 prompts
Click Back to all apps
Click on My HubSpotApp
Select Skip for now
Select the App Info tab
Include an app name and an app logo
Select Contact & Support
Include your Company domain
Go Back to all apps
Select not Not verified,
and click on Add a verified domain button
Select Skip for now
Create a record in your DNS settings
Select the Auth Tab
Scroll down and search for OAuth
Expand Standard > check mark: oauth ✅
Open Scope > CRM Setting
Check mark ✅ the following:
Open Scope > Settings
Check mark ✅ the following:
Make sure you have the following selected scopes
Step 3: Configure in Tendril App
Log in to Tendril Connect
Select Settings
This screen will appear since your organization has already been included and flagged with HubSpot integration
If you don't see this screen, please contact your Tendril Client Success Specialist
Go back to HubSpot, and copy the following information:
App ID
Client ID
Client Secret
Copy and paste in Tendril
App ID
Client ID
Client Secret
Click Save
1. Copy Redirect URL (OAuth) from Tendril
2. Paste in HubSpot Auth > Redirect URLs
Go back to Tendril and SAVE settings,
then click on the HubSpot Logo