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Connect HubSpot
About 3 minutes · Done by: A HubSpot super admin
01
Create a Private App in HubSpot
- Log in to HubSpot and click the settings gear
- Go to Integrations, then Private Apps, and click Create a private app
- Name it CaseRescue
- Open the Scopes tab and enable: crm.objects.contacts.read, crm.objects.deals.read, crm.schemas.deals.read
- Click Create app, then Continue creating, and copy the access token
Only read scopes are needed. CaseRescue never writes to your HubSpot.
02
Connect in CaseRescue
- Go to app.caserescue.ai and log in as an admin
- Open Settings, then Integrations, and find the HubSpot card under CRM
- Click Connect, paste the access token, and click Connect
- The card shows Connected with your portal name
Done! CaseRescue now reads your HubSpot contacts and deals, matches calls to the right contact, and attributes closed won deals back to the calls that produced them.
Good to know
- The connection is read only. CaseRescue never creates or edits contacts or deals in HubSpot.
- Calls are matched to HubSpot contacts by phone number.
- Disconnecting removes the token from CaseRescue immediately. You can also delete the Private App in HubSpot at any time.
Troubleshooting
Connect fails
Confirm all three scopes are enabled on the Private App and that the token was copied completely. Tokens start with pat-.
Deals are not being attributed
Make sure the deal is associated with a contact in HubSpot and that contact has a phone number matching the call.