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Steps to setup Hubspot provisioning


Setting up user provisioning in HubSpot is essential for managing access and ensuring a smooth onboarding process for your team. This guide provides a comprehensive overview of the steps needed to configure HubSpot provisioning effectively. By following these steps, you can streamline user management, automate access to necessary tools, and enhance security through predefined roles.

Whether you're onboarding new employees or managing user access, this guide will help you optimize your HubSpot experience and boost productivity from day one.

Follow the Step-by-Step Guide given below to setup Hubspot Provisioning

1. Create Custom Provisioning App

  • Login into miniOrange Admin Console.
  • Go to Apps and click on Add Application button.
  • Hubspot Provisioning

  • Under Choose Application, select Provisioning from the All Apps dropdown.
  • Hubspot Provisioning

  • Select Custom Provisioning.
  • Hubspot Provisioning

  • Enter the App Name that you prefer and save this application by clicking on next.
  • Hubspot Provisioning

2. Fetch Client ID and Client Secret from Hubspot

  • Login into developer hubspot account.
  • Go to left sidebar and select Apps.
  • Hubspot Provisioning

  • Add the details of your app in the App Info section.
  • Hubspot Provisioning

  • Copy the client ID and client Secret and save them to add in your miniOrange portal.
  • Hubspot Provisioning

3. Add authorization for the API’s

  • Select Authorization Configuration and click on Add Configuration.
  • Hubspot Provisioning

  • Select OAUTH 2.0 and enter the client ID and client secret fetched from Step 2.
  • Also enter following details as:
    • Access Token: https://api.hubspot.com/oauth/authroize
    • Scope: settings.users.write , settings.users.read
    Hubspot Provisioning

    Hubspot Provisioning

  • Save the authorization configurations.

4. Create User

  • Select Provisioning event configuration and add event configuration.

  • Hubspot Provisioning

  • Add the details to create user.

  • Hubspot Provisioning

  • Add authorization which was created in Step 3.

  • Hubspot Provisioning

  • Enter the details required in Body.
  • Note - Press 'space and @' to add miniorange attributes in the body.


    Hubspot Provisioning

  • In Response Settings,keep the external ID as id.

  • Hubspot Provisioning

  • Click on Save.

5. Update User

  • If you want to use the user Identifier stored in URL, leave a space and use @External User Id.

  • Hubspot Provisioning

6. Create Group

  • Go to Groups >> Manage Groups from the left menu and click on Create Group on the top right corner of the page.

  • Hubspot Provisioning - Create Group

  • Enter Group name and create the group.

7. Add Policy

  • In the Policies section, navigate to Add Policy tab.
  • In Select Application section, select the application you have created in step2.
  • In Configure Settings section, select the group you have created in step4 and enter the policy name with the required login method.
  • Hubspot Provisioning - Add policy

  • Click on Save button.

8. Add Users

  • Go to Users > Add User.
  • Enter the Users Details and the user will be created.
  • Hubspot Provisioning - Add User

9. Assign Users

  • Go to Groups.
  • Assign the users to the Group you have created in step 6.
  • Hubspot Provisioning - assign users

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