This is the setup guide for connecting HubSpot as a CRM data source. If you’re looking for the HubSpot Marketplace app that triggers outbound calls from HubSpot workflows, see the HubSpot Marketplace App guide.
Prerequisites
- A HubSpot account with Super Admin permissions
- A HubSpot plan that supports Private Apps (Professional or Enterprise)
Step 1: Create a Private App
Navigate to Private Apps
In your HubSpot account, click Development in the left sidebar, then go to Private Apps.
Step 2: Configure Scopes
Step 3: Generate the Access Token
Create the Private App
Click Create app in the top-right corner.Review the scopes in the confirmation dialog and click Continue creating.
Step 4: Connect HubSpot in Retell
Navigate to Integrations
In the Retell Dashboard, go to the Integrations section and select HubSpot.
Managing Your Private App
Rotating the access token
If you need to rotate the token:- Go to Development > Legacy Apps in HubSpot
- Select your Retell AI Private App
- Click the Auth tab
- Click Rotate token
- Update the token in the Retell Dashboard
Modifying scopes
To add or remove scopes:- Go to Development > Legacy Apps in HubSpot
- Select your Retell AI Private App
- Click the Scopes tab
- Update scopes as needed and save



