How it works
HubSpot connects via OAuth through CauseFlow’s managed integration layer. After you authorize CauseFlow from your HubSpot portal, the orchestrator can read contact records, company profiles, and support tickets linked to the affected service or tenant. CauseFlow uses HubSpot as a trigger source: when ticket or contact events fire (for example, a support ticket is created or a contact is escalated), those events arrive at CauseFlow through the integration webhook path and can automatically open or enrich an active investigation.Required information
| Item | Description |
|---|---|
| HubSpot portal | The HubSpot portal (account) you want to connect |
| Portal admin access | Required to authorize the OAuth connection |
Steps to obtain credentials
No credentials are needed ahead of time — the OAuth flow handles everything. You will need to be a HubSpot portal admin (or have “App Marketplace Access” permissions) to complete the authorization.Steps to configure in CauseFlow
Authorize on HubSpot
You’ll be redirected to HubSpot’s OAuth authorization page. Sign in as a portal admin and click Connect app to grant CauseFlow access.
Return to CauseFlow
You’ll be redirected back to the CauseFlow dashboard. The HubSpot integration will show as connected with a green status indicator.
Trigger events
CauseFlow can respond to the following HubSpot events:| Event | What happens in CauseFlow |
|---|---|
| Ticket created | Creates or enriches an active incident with the new support ticket |
| Contact escalated | Adds customer escalation context to an active investigation |
What this enables
When HubSpot is connected, the investigation engine enriches every incident with:- Customer context — which companies and contacts are affected, their subscription plan, and their account tier
- Support ticket history — open and recent tickets for the affected customer segment
- Contact escalation signals — whether any contacts have been marked as escalated during the incident window
- Interaction history — recent email and call activity for key affected accounts
Troubleshooting
“Not authorized” during OAuth: Confirm the HubSpot account used for authorization has portal admin access or the “App Marketplace Access” permission enabled. Trigger events not appearing: Go to Dashboard > Integrations > HubSpot > Triggers and confirm at least one trigger type is enabled. If triggers are enabled but events are not arriving, check the connection status at Dashboard > Integrations. Missing customer context in investigations: CauseFlow matches customer records by service name and tenant identifiers. Confirm your services are named consistently in both CauseFlow and HubSpot (for example, using the same company domain or account ID).Integrations overview
See the full catalog of supported tools and how OAuth connections are managed.
Integrations overview
See the full catalog of available integrations.
Security overview
Learn how CauseFlow stores and protects your HubSpot credentials.
API reference
Manage integrations and triggers programmatically.