Newo.ai

This guide shows you how to connect a HubSpot account so that your AI

Employee can create contacts and schedule meetings via HubSpot.

A HubSpot account and a HubSpot Developer account.

- A HubSpot account and a HubSpot Developer account.

Click the three dots icon → Create New Project.

- 
 Idn : <code>hubspot_integration</code>
 
- 
 Title : <code>hubspot_integration</code>
 
- 
 Module : <code>hubspot_integration</code>

Toggle Auto update enabled → on.

1. 
 Go to the Project page.
 
2. 
 Click the three dots icon → Create New Project.
 
3. 
 In the form, enter:
 
 - 
 Idn : <code>hubspot_integration</code>
 
 - 
 Title : <code>hubspot_integration</code>
 
 - 
 Module : <code>hubspot_integration</code>
 
 
4. 
 Toggle Auto update enabled → on.
 
5. 
 Click Create.

On the Project page, click the three dots icon next to the newly created project → Force Update Project.

Click Publish All (top-right of the page).

1. 
 On the Project page, click the three dots icon next to the newly created project → Force Update Project.
 
2. 
 Click Publish All (top-right of the page).

In HubSpot: go to Profile &amp; Preferences → General → Calendar tab and connect your calendar by following the on-screen prompts.

Under Meetings → Meetings URL , copy the slug value.

In the Newo.ai Builder: go to the Attributes page and set Slug(<code>hubspot_slug_name</code>) attribute to the copied slug.

1. 
 In HubSpot: go to Profile &amp; Preferences → General → Calendar tab and connect your calendar by following the on-screen prompts.
 
2. 
 Under Meetings → Meetings URL , copy the slug value.
 
3. 
 In the Newo.ai Builder: go to the Attributes page and set Slug(<code>hubspot_slug_name</code>) attribute to the copied slug.
 
4. 
 Click Save.

In HubSpot: go to Development → Legacy Apps → Create legacy app → Public.

In the App Info tab, set a Public app name.

In the Auth tab, under Redirect URLs , add <code>newo.ai/</code>.

1. 
 In HubSpot: go to Development → Legacy Apps → Create legacy app → Public.
 
2. 
 In the App Info tab, set a Public app name.
 
3. 
 In the Auth tab, under Redirect URLs , add <code>newo.ai/</code>.
 
4. 
 Click Create app.

In HubSpot: Under the Auth tab, click Add new scope.

- 
 <code>crm.objects.contacts.read</code>
 
- 
 <code>crm.objects.contacts.write</code>
 
- 
 <code>crm.objects.appointments.read</code>
 
- 
 <code>crm.objects.appointments.write</code>
 
- 
 <code>scheduler.meetings.meeting-link.read</code>

Click Update → Save changes.

1. 
 In HubSpot: Under the Auth tab, click Add new scope.
 
2. 
 Search for and select:
 
 - 
 <code>crm.objects.contacts.read</code>
 
 - 
 <code>crm.objects.contacts.write</code>
 
 - 
 <code>crm.objects.appointments.read</code>
 
 - 
 <code>crm.objects.appointments.write</code>
 
 - 
 <code>scheduler.meetings.meeting-link.read</code>
 
 
3. 
 Click Update → Save changes.

In the app’s Auth tab, copy Client ID and Client secret.

In the Newo.ai Builder: go to the Attributes page and set:

- 
 Client ID(<code>hubspot_client_id</code>) → paste value → Click Save.
 
- 
 Client secret(<code>hubspot_client_secret</code>) → paste value → Click Save.

Set Redirect URL(<code>hubspot_redirect_url</code>) to <code>https://newo.ai/</code> → Click Save.

1. 
 In the app’s Auth tab, copy Client ID and Client secret.
 
2. 
 In the Newo.ai Builder: go to the Attributes page and set:
 
 - 
 Client ID(<code>hubspot_client_id</code>) → paste value → Click Save.
 
 - 
 Client secret(<code>hubspot_client_secret</code>) → paste value → Click Save.
 
 
3. 
 Set Redirect URL(<code>hubspot_redirect_url</code>) to <code>https://newo.ai/</code> → Click Save.

Authorize via install URL and capture the OAuth code

In HubSpot: Under the app’s Auth tab, copy the Sample install URL (OAuth) and open it in a browser.

Select your HubSpot account → Choose Account → Connect app.

After redirecting to a URL like <code>https://newo.ai/?code=eu1-923f-093hd-093hnc-bsna892847391</code>, copy the value after <code>code=</code>.

In the Newo.ai Builder: go to the Attributes page and set OAuth Code (hubspot_oauth_code) to the copied code → Click Save.

1. 
 In HubSpot: Under the app’s Auth tab, copy the Sample install URL (OAuth) and open it in a browser.
 
2. 
 Select your HubSpot account → Choose Account → Connect app.
 
3. 
 After redirecting to a URL like <code>https://newo.ai/?code=eu1-923f-093hd-093hnc-bsna892847391</code>, copy the value after <code>code=</code>.
 
4. 
 In the Newo.ai Builder: go to the Attributes page and set OAuth Code (hubspot_oauth_code) to the copied code → Click Save.
 
5. 
 Click Publish All.

Call your AI Employee to schedule a test appointment.

-  
  A contact is created/updated as expected.
   
-  
  A meeting/appointment appears per your connected calendar and meetings configuration.
   

1.  
   Call your AI Employee to schedule a test appointment.
    
2.  
   Confirm in HubSpot that:
    
   -  
     A contact is created/updated as expected.
      
   -  
     A meeting/appointment appears per your connected calendar and meetings configuration.
      
    

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Hubspot

Hubspot

Prerequisites

Create a new project

Force update and publish

Connect the calendar and set the slug

Create a HubSpot legacy public app

Add OAuth scopes

Copy client credentials into Newo.ai

Authorize via install URL and capture the OAuth code

Verify the integration