Connect HubSpot so Breakout can read CRM objects, lists, contacts, companies, and write approved CRM updates when workflows require them.
Prerequisites
Use a Hubspot user who has the permissions required to install apps and grant the permissions required by your workflows.
Read-only workflows need access to the relevant CRM objects and lists. Workflows that create or update records need write permissions in HubSpot.
If your Hubspot account uses app approval or marketplace restrictions, ask a Hubspot super admin to approve the app first.
Allowing Breakout to access Hubspot
Click your name to navigate to Settings
Click Integrations and then toggle the switch on in the Hubspot card.
The Hubspot OAuth Bridge window opens.
Click Sign-in to your Hubspot account.
Sign in to HubSpot.
Choose the correct HubSpot account.
Review the requested permissions and approve the app.
HubSpot permissions | Why Breakout needs it |
crm.schemas.companies.read | Read company property definitions for mapping and validation. |
crm.schemas.companies.write | Create or update company property definitions when approved workflows require it. |
crm.schemas.contacts.read | Read contact property definitions for mapping and validation. |
crm.schemas.contacts.write | Create or update contact property definitions when approved workflows require it. |
crm.objects.owners.read | Map HubSpot owners to users and route records correctly. |
crm.objects.contacts.read | Read contacts for enrichment, matching, and workflow context. |
crm.objects.contacts.write | Create or update contacts when approved workflows export or sync leads. |
crm.objects.companies.read | Read companies for account matching and enrichment. |
crm.objects.companies.write | Create or update companies when approved workflows export account data. |
crm.objects.deals.read | Read deal context for CRM-aware workflows and reporting. |
timeline | Write timeline events or activity context when workflows need to record engagement history. |
oauth | Maintain the OAuth connection and refresh access. |
forms | Read HubSpot forms for marketing and conversion context. |
Return to Breakout and wait for the Hubspot integration to show as Connected. It may take a few minutes for the status to update on the Integrations page.
If the Hubspot approval window closes but the integration still doesn't show as connected, refresh the Integrations page.
If Hubspot still appears as Disconnected, reconnect the integration and make sure you complete the Hubspot approval process successfully.
Verifying the connection
Once the Hubspot card shows as connected. Test with a workflow that searches Hubspot records or reads Hubspot lists.
If records are missing, verify that the connected HubSpot user can see those records directly in Hubspot.
Disconnecting or reconnecting Hubspot
Disconnect in these cases:
Selected the wrong HubSpot account
Connected user's permissions changed
OAuth grant needs to be rotated
Reconnect with the correct Hubspot account from the Integrations page in Breakout.