HubSpot

Create developer account on HubSpot using URL: https://developers.hubspot.com/

Click on Apps

Create an App

Capture required details on “App Info” tab for App name and Description

Capture details on “Auth” tab

Provide redirect URLs of ix Hello systems:

App ID Client ID and Client Secret will be automatically populated

These details will then be later captured in ix Hello configuration

Scroll down and click on “Add new scope” and add “oauth” and “tickets”

Go to ix Hello Administration menu

Click on “Connection Admin”

Select “HubSpot” card “Configuration” button

Click on “Add New”

Capture below details from HubSpot developer page and Click on “Save”:

After “Save” below will be displayed:

Go to Integration > “Connect System” and Add new Connection as “HubSpot Instance Configuration” with settings name mentioned above:

Create app in ix Hello with GenAI

Search and select the above created app

In tab “Data Sources”, add new data source “HubSpot OAuth”

In “Methods” tab, create “Create_Ticket”