Connect HubSpot to IrisAgent
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Go to the IrisAgent Dashboard and sign in with Google, Microsoft, or Okta SSO.
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Choose HubSpot as your ticket source:
- During onboarding: on the Connect your first data source step, choose Ticketing system, then pick HubSpot.
- Later, or to add HubSpot alongside an existing source: go to Data Sources → Ticketing System in the left navigation and pick HubSpot.
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On the Connect with HubSpot form, enter the following information.
- Find your Hub ID: To find your Hub ID, log in to HubSpot and open the dropdown menu under your account name in the upper right. You can also find your Hub ID in your HubSpot account’s URL.
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Create a Private App Access Token: Required scopes: tickets, sales-email-read (for ticket comments), and crm.objects.owners.read (for agents)
More info: Creating Private Apps
- To connect more platforms later, such as Jira, Confluence, or Salesforce, go to Data Sources in the left navigation and open the relevant section.