Setup guideLive

    How to connect HubSpot to AutoSettle

    Connecting HubSpot takes about a minute and needs no developer involvement. You authorise AutoSettle from your workspace settings, approve the requested scopes in HubSpot, and your CRM properties immediately become available inside the workflow builder.

    • Official HubSpot OAuth — no API keys to copy
    • One connection per AutoSettle workspace
    • You must be able to install apps in your HubSpot portal
    • Disconnect from AutoSettle or revoke inside HubSpot at any time
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    The steps

    01

    Open Settings, Integrations

    In AutoSettle, go to Settings and then Integrations. You'll see a HubSpot card alongside your accounting and messaging connections.

    02

    Click Connect HubSpot

    You're redirected to HubSpot's authorisation screen. If you belong to several portals, choose the one holding the customer records you want to use.

    03

    Approve the scopes

    AutoSettle requests read access to contacts, companies, deals and their property schemas, plus write access to contacts and deals for timeline notes and stage updates.

    04

    Return to AutoSettle

    The card switches to Connected and shows the portal it's linked to. Access tokens refresh automatically, so you won't be asked to reconnect routinely.

    05

    Use HubSpot in a workflow

    Open Recovery, Workflows, Create workflow, and switch to the HubSpot CRM tab. Search for any contact or deal property, including custom ones, to filter which invoices get chased.

    Troubleshooting

    The Connect button returns an error

    Your HubSpot user needs permission to install apps in the portal. Ask a super admin to complete the authorisation, or to grant you app-install rights.

    Properties are missing from the picker

    The picker lists the properties the granted scopes allow. If a custom object or field is absent, disconnect and reconnect so the property schema is reloaded.

    Connection shows as disconnected

    This usually means the app was uninstalled or its access revoked in HubSpot. Reconnect from the same card — your existing workflows pick straight back up.

    Frequently asked questions

    Next steps

    HubSpot integration

    Everything the integration can pull and push.

    Chase invoices from HubSpot

    Build your first CRM-driven workflow.

    HubSpot credit control automation

    The case for CRM-led chasing.

    Ready to connect?

    Start a free trial, connect HubSpot and your accounting system, and have a recovery workflow live the same day.

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