Integrations
HubSpot
Configuring HubSpot integration
Tidal Control's HubSpot integration monitors your CRM's user management, security settings, and data configuration for compliance purposes.
What this integration monitors:
- Users: Inactive accounts and super admin count
- Owners: Portal user association
- Account: Data hosting location
- Subscriptions: Default opt-in settings on communication types
Requirements:
- Super User role in Tidal Control
- HubSpot account with permission to create Private Apps
Configuration step-by-step plan
What we're going to do: We'll create a HubSpot Private App and copy its access token, then add the connection in Tidal Control.
Configuration steps:
- Create a Private App in HubSpot
- Configure the integration in Tidal Control
Step 1: Create a Private App in HubSpot
- Log in to your HubSpot account
- Click the settings icon (gear) in the top navigation bar
- Navigate to Integrations → Private Apps in the left sidebar
- Click Create a private app
- On the Basic info tab, enter a name (e.g.
Tidal Control) and optionally a description - Switch to the Scopes tab and add the following scopes:
| Scope | Purpose |
|---|---|
crm.objects.owners.read | Read owner records |
settings.users.read | Read users and roles |
settings.users.teams.read | Read team configuration |
audit-logs.read | Read audit log and login activity |
communication-preferences.read | Read subscription types |
- Click Create app
- In the confirmation dialog, click Continue creating
- Copy the access token shown on the app detail page
Save the access token immediately. The full token value is only displayed once after creation. If you navigate away without copying it, you can rotate the token to get a new one, but the old token will stop working.
Step 2: Configure the integration in Tidal Control
- Go to Settings → Integrations in Tidal Control
- Click the plus icon next to HubSpot
- Fill in the configuration:
- Name: A descriptive name, e.g.
HubSpot - Access Token: The access token from step 1
- Name: A descriptive name, e.g.
- Click "Create" to save the integration
Configuration fields explained
Name:
- A descriptive name for this connection
- For example:
HubSpot,HubSpot Production
Access Token:
- The Private App access token from HubSpot
- Created in step 1
- Keep this value secure
Verification
Check integration status:
- Settings → Integrations shows "Connected" status for HubSpot
- HubSpot tests are available in the Tests section
- Test refresh delivers results without authentication errors
Frequently asked questions
Can I reuse the same Private App token for multiple Tidal Control environments? Yes, the same access token can be used across different Tidal Control instances.
What happens if I add more scopes than listed? Additional scopes do not affect the integration. Tidal Control only uses the data it needs for the configured tests.
Do I need to be a HubSpot super admin to create a Private App? You need sufficient permissions in HubSpot to manage integrations. Typically this requires a super admin role or an account with the "App Marketplace Access" permission.
Common problems
"Access Token is required"
- Make sure you entered the access token value, not the app name or ID
- HubSpot Private App tokens start with
pat-
Tests show authentication errors after connecting
- Verify the access token is still valid — tokens can be rotated in HubSpot's Private App settings
- Check that all required scopes were added when creating the Private App
"HUBSPOT_DATA_HOSTED_IN_EU" test fails
- This test checks that your HubSpot account is hosted in the EU data centre
- This is a configuration of your HubSpot account, not the integration — contact HubSpot support to change your data hosting location
Still can't figure it out?
Send an email to support@tidalcontrol.com, and we'll get back to you as soon as possible.
Gather support info: Note which browser you're using, exact error messages, and which steps you've already tried. This speeds up the solution considerably.