Authentication

Supported Authentication Methods

Drop in supports:

• OAuth 2.0 (Recommended)
• Private App Access Token (API Key)

Using OAuth

OAuth authentication allows Drop in to connect to your HubSpot account securely without you needing to create or manage API tokens.

1. When creating a drop, select HubSpot and choose Connect with OAuth
2. You'll be redirected to HubSpot's authorization page
3. Sign in to your HubSpot account (if not already signed in)
4. Review the permissions Drop in is requesting:
   • Read and write contacts - For contact operations
   • Read and write deals - For deal operations
   • Read and write companies - For company operations
5. Click Grant access to authorize Drop in
6. You'll be redirected back to Drop in, and your connection will be ready to use

Note: You can revoke Drop in's access at any time from Settings > Integrations > Connected Apps in your HubSpot account.

Resources:

• HubSpot OAuth Overview
• Managing Connected Apps

Using API Key

To connect HubSpot with Drop in, you'll need a private app access token:

1. In your HubSpot account, navigate to Settings > Integrations > Private Apps
2. Click Create a private app
3. Give your app a name (e.g., "Drop in Integration")
4. Navigate to the Scopes tab and select the required permissions:
   • crm.objects.contacts.read and crm.objects.contacts.write - For contact operations
   • crm.objects.companies.read and crm.objects.companies.write - For company operations
   • crm.objects.deals.read and crm.objects.deals.write - For deal operations
5. Click Create app and confirm
6. Copy your access token - this is your API key
7. In Drop in, select HubSpot when creating a drop and paste your access token

Important: Keep your access token secure. It provides access to your HubSpot data. You can revoke it at any time from the Private Apps settings.

Resources:

• HubSpot Developer Portal
• Create a Private App
• API Documentation

Providing Context

Some HubSpot actions require identifiers or values that depend on your account setup. The AI can often find these for you, but here's how to locate them yourself if needed.

Contact and Deal IDs

When updating or retrieving a specific contact or deal, the AI needs its HubSpot ID. You can:

• Ask the AI to search for the contact or deal first (e.g., "find the contact with email john@example.com"), and it will use the ID from the search results automatically.
• Find the ID in the HubSpot URL when viewing a record — it's the number at the end of the URL (e.g., contacts/698700970189).

Deal Stages and Pipelines

When creating or updating deals, HubSpot requires a valid pipeline and deal stage. These come from your account's pipeline configuration:

• To find your pipelines and stages, go to Settings > Objects > Deals > Pipelines in HubSpot.
• Common default stage values include appointmentscheduled, qualifiedtobuy, presentationscheduled, decisionmakerboughtin, contractsent, closedwon, and closedlost.
• The default pipeline is typically called default.
• Mention the stage name naturally in your prompt (e.g., "create a deal in the Closed Won stage") and the AI will map it to the correct identifier.

Associating Records

Tasks, notes, and deals can be associated with other HubSpot records (contacts, companies, or deals). Simply describe the association in plain language (e.g., "create a note on the contact John Smith") and the AI will look up the contact and handle the association automatically.

Available Actions

Create Contact

Create or update a HubSpot contact with properties like email, firstname, lastname, phone, and company.

Get Contact

Retrieve a HubSpot contact by ID, with optional property selection.

Update Contact

Update properties on an existing HubSpot contact.

Search Contacts

Search for HubSpot contacts using property filters such as email, name, or company.

Create Deal

Create a deal in HubSpot with optional associations to contacts or companies.

Get Deal

Retrieve a HubSpot deal by ID, with optional property selection.

Update Deal

Update properties on an existing HubSpot deal, such as amount, stage, or close date.

Search Deals

Search for HubSpot deals using property filters such as deal stage or amount.

Create Company

Create a company in HubSpot with optional associations to contacts.

Create Task

Create a task in HubSpot with subject, body, status, and priority, optionally associated with a contact or deal.

Create Note

Create a note in HubSpot, optionally associated with a contact, deal, or company.

Common Issues

Authentication Failed

If you receive authentication errors:

• API Key users: Verify your access token is correct and that your private app hasn't been deactivated
• OAuth users: Try disconnecting and reconnecting your HubSpot account in Drop in
• Ensure the required scopes (contacts, deals, companies) have been granted

Missing Required Scopes

If operations fail with permission errors:

• API Key users: Go to your Private App settings and verify you've enabled all required scopes listed above
• OAuth users: Disconnect your account and reconnect — you'll be prompted to grant the necessary permissions again

Need help? Contact support