1. Start the HubSpot Connection
Navigate to Settings ⚙️ → Integrations.
Select CRM Settings on the Integrations page.
Click on the HubSpot card to start HubSpot authentication
2. Authorize bont.ai in HubSpot
You’ll be redirected to HubSpot’s standard OAuth page where you:
Choose a HubSpot Account
Select the account you want to connect (e.g. your company’s main account).Review Requested Permissions
bont.ai needs the following read scopes to pull in CRM data (you may see them listed as “Permissions”):
📇
crm.objects.contacts.read(Read your Contacts)🏢
crm.objects.companies.read(Read your Companies)🤝
crm.objects.deals.read(Read your Deals)📋
crm.lists.read(Read your Static and Active Lists)👤
crm.objects.owners.read(Read your Owners)🛠️
crm.schemas.*.read(Read your CRM Schemas—Contacts, Companies, Deals)🔄
crm.objects.deals.read(Read your Deals pipelines & stages)
Click “Connect app” (or “Allow”) to grant these permissions.
Note: The only required scope is crm.objects.contacts.read; all others are optional but strongly recommended.
3. Confirm & Complete
After allowing access, you’ll be sent back to bont.ai and the HubSpot integration toggle will turn on (green).
Your contacts, companies, deals, lists, and owner data will begin syncing into bont’s dashboards and signals.
Pro Tips & Troubleshooting 🛠️
Reinstall to Add Scopes: If you get “insufficient scopes” errors, reinstall the HubSpot app via Integrations → Toggle off → Configure to resync the scopes. Make sure all required permissions are authorized to avoid this error.
Scope Mismatch: Ensure the scopes configured in your HubSpot Developer App exactly match the ones bont requests—otherwise HubSpot will block the connection.
Need Help? 🤝
Help Center: Visit our Help Center and FAQ for more answers!
Contact us: Feel free to email us at [email protected] if you need help!