HubSpot / Setup guide

Connect with
a clear view.

Set up CRM context and admin-requested deal creation. Know what HigherCoach can read, what it writes and how to remove its access.

Connect HubSpot

Already signed in? Open Settings, Integrations.

01 / Prepare

Before you connect

You must be an admin of the HigherCoach workspace.
Use a HubSpot account with permission to install apps and grant the requested scopes.
Your HubSpot account must be enabled for HigherCoach. If it is not, email info@higherops.io.
Each workspace connects to one HubSpot account. To switch accounts, disconnect the current connection first.

02 / Authorize

Connect in four steps

Sign in to HigherCoach. Open Settings, Integrations in the workspace you want to connect. New accounts may need to finish workspace onboarding first.
Choose Connect HubSpot. HigherCoach opens HubSpot's OAuth authorization screen.
Select the right HubSpot account. Review and approve all six permissions below. Approving access does not create a deal.
Check the connection. You return to Integrations. Wait for the connection check, then configure the deal settings if your team wants to create deals.

03 / Data access

Permissions and shared data

OAuth grants the following access. Companies, owners and CRM settings are read for context and setup. The deal object is bi-directional: HigherCoach reads existing deals and writes a deal only when an admin requests one.

Six required permissions, with no optional scopes
Scope	Shared data / direction	Why it is needed
`oauth`	Account authorization Authorization	Connect your chosen HubSpot account and maintain its OAuth connection. This is not a CRM object write.
`crm.objects.companies.read`	Companies and company properties HubSpot → HigherCoach	Match company names and domains, read lifecycle and selected property values, and show account context.
`crm.objects.deals.read`	Deals, pipelines, stages and deal properties Bi-directional (with deal write)	Load deal settings and check existing company deals to avoid duplicate creation.
`crm.objects.owners.read`	Owners HubSpot → HigherCoach	Resolve company owner details for the account view and the proposed deal owner.
`crm.objects.contacts.read`	Existing contacts HubSpot → HigherCoach	Look up existing contact IDs, names and participant email matches for deal associations. No contact properties are written.
`crm.objects.deals.write`	Deals and their company/contact associations Bi-directional (with deal read)	Create a deal only after an admin clicks Create deal, then associate it with existing records. No automatic deal creation.

HigherCoach sends the deal name, pipeline, stage, deal type and any supplied amount or close date. It associates the deal with an existing company and selected contact IDs. It does not create company or contact records or change their properties, and it does not send the full call transcript to HubSpot. The reviewed deal description can include a signal summary, supporting call evidence and a link to the source call.

04 / Choose defaults

Deal creation settings

In Settings, Integrations, enable deal creation and choose the pipeline, default stage and deal type. HigherCoach reads the choices from HubSpot. If the deal-type property cannot be read, the form offers New Business and Existing Business as fallbacks.

An admin opens an upsell signal, reviews it, then clicks Create deal. The company must already be matched to HubSpot. Review the deal name and any optional amount, close date or existing contacts before confirming. Call analysis alone never creates a deal.

Company-type mapping is separate from deal settings. You can map your HubSpot lifecycle or company properties to the account types used in HigherCoach.

05 / Remove access

Disconnect

In Settings, Integrations, use the delete control on the HubSpot connection, type DELETE and confirm. HigherCoach uninstalls the app from that HubSpot account, revokes the refresh token and removes the saved connection. HubSpot removes the app's installed features and webhooks and notifies its admins.

Deals already created in HubSpot are not deleted. Disconnect does not delete the calls or analyses already stored in HigherCoach. To connect again, return to Integrations and give fresh consent.

A rate limit during refresh or uninstall, a network error or a HubSpot outage shows a retry message and keeps the connection for another attempt. If access was already removed, local cleanup can still finish. A failed later step can leave the local connection visible after the remote uninstall.

06 / Troubleshoot

Common errors

HubSpot account not approved: HubSpot's account picker shows the account greyed out with the tooltip: “This account isn't eligible to install HigherCoach. Please contact the developer to get approved for installation.” The picker does not redirect back to HigherCoach. Email info@higherops.io to get approved, then start Connect HubSpot again. If HubSpot returns an error to HigherCoach instead, you may see “Your HubSpot account is not enabled for HigherCoach yet; contact support.”
A different HubSpot account: “This is a different HubSpot account. Disconnect HubSpot before connecting another account.” Select the account already connected, or disconnect it before switching.
Access removed in HubSpot: “HubSpot access was removed; reconnect.” An uninstall or revoked grant makes the connection rejected on its next refresh or sync. An admin can use Reconnect HubSpot and approve access again.
Expired connection link or missing permissions: Start again from Settings, Integrations as the same workspace admin. Approve all requested permissions. If HubSpot is temporarily unavailable, try again shortly.

Still stuck? Open HigherTools support (sign-in required) or email info@higherops.io.