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HubSpot

This guide explains how to set up single sign-on (SSO) between SmartLink and HubSpot using SAML 2.0.

Prerequisites​

  • HubSpot Enterprise (Marketing Hub, Sales Hub, Service Hub, or CMS Hub)
  • Super Admin access to HubSpot
  • Verified email domain in HubSpot
  • Application configured in SmartLink with SAML2

Note: SAML SSO is only available with HubSpot Enterprise plans.

1. Create the application​

  1. Log in to SmartLink as an administrator
  2. Go to Applications → Add
  3. Create a new application:
    • Name: HubSpot
    • URL: https://app.hubspot.com
    • Description: CRM and marketing automation platform
    • Icon: Choose the HubSpot icon

2. Configure SAML2​

  1. In the Authentication tab
  2. Select SAML2
  3. Configure the following parameters:
    • Entity ID: https://[your-smartlink].link.vaultys.org/[appid]
    • ACS URL: https://app.hubspot.com/login/saml
    • Format NameID: emailAddress
    • App ID: [appid] (automatically generated unique identifier)

3. Retrieve the metadata​

Note the following URLs:

  • IdP Metadata: https://[your-smartlink].link.vaultys.org/api/saml2/[appid]/metadata
  • SSO URL: https://[your-smartlink].link.vaultys.org/api/saml2/sso/[appid]
  • SLO URL: https://[your-smartlink].link.vaultys.org/api/saml2/slo/[appid]
  • Entity ID: https://[your-smartlink].link.vaultys.org/[appid]
  • X.509 Certificate: Download from SmartLink

Configuration in HubSpot​

1. Access SSO settings​

  1. Log in to HubSpot as a Super Admin
  2. Click on the Settings icon (⚙️)
  3. In the left menu: Account Defaults → Security
  4. Click on the Single Sign-On tab

2. Identity provider configuration​

Click on Configure SSO and fill in:

Identity Provider Settings​

  • Identity Provider Single Sign-On URL: https://[your-smartlink].link.vaultys.org/api/saml2/sso/[appid]
  • Identity Provider Identifier: [appid]
  • Verification Certificate: Paste the X.509 certificate from SmartLink

Service Provider Settings (provided by HubSpot)​

Note these values to configure in SmartLink if necessary:

  • Audience URI (SP Entity ID): https://api.hubspot.com
  • Sign on URL: https://app.hubspot.com/login/saml

3. Attribute configuration​

Configure the SAML attribute mapping:

HubSpot AttributeSAML AttributeRequired
Emailhttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress✅
First Namehttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname✅
Last Namehttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname✅
Groupsgroups❌

4. Domain configuration​

  1. In Security → Login Verification
  2. Add your company domains
  3. Enable Require SSO for these domains

Team and Permissions Configuration​

Team Structure​

{
  "teams": {
    "Sales": {
      "permissions": ["contacts:read", "contacts:write", "deals:read", "deals:write"],
      "saml_group": "smartlink-sales"
    },
    "Marketing": {
      "permissions": ["marketing:all", "content:write", "campaigns:manage"],
      "saml_group": "smartlink-marketing"
    },
    "Service": {
      "permissions": ["tickets:all", "feedback:read", "knowledge:write"],
      "saml_group": "smartlink-support"
    },
    "Admin": {
      "permissions": ["super-admin"],
      "saml_group": "smartlink-hubspot-admins"
    }
  }
}

Custom Roles​

Create roles in HubSpot:

  1. Settings → Users & Teams → Roles
  2. Create roles corresponding to your SmartLink groups
  3. Assign appropriate permissions

Partitions (HubSpot Enterprise)​

To isolate data between teams:

partitions:
  - name: "EMEA Sales"
    teams: ["sales-emea"]
    objects: ["contacts", "companies", "deals"]
    
  - name: "Americas Sales"
    teams: ["sales-americas"]
    objects: ["contacts", "companies", "deals"]
    
  - name: "Marketing Global"
    teams: ["marketing"]
    objects: ["marketing-emails", "workflows", "forms"]

Configuration Testing​

1. Connection Test​

  1. Open a private browsing window
  2. Go to app.hubspot.com
  3. Click on Log in with SSO
  4. Enter your company email
  5. You will be redirected to SmartLink
  6. After authentication, you will access HubSpot

2. Permissions Test​

// Test via the HubSpot API
const hubspot = require('@hubspot/api-client');

const hubspotClient = new hubspot.Client({
  accessToken: process.env.HUBSPOT_ACCESS_TOKEN
});

async function testPermissions() {
  try {
    // Test reading contacts
    const contacts = await hubspotClient.crm.contacts.basicApi.getPage();
    console.log('Contacts access: ✓');
    
    // Test deal creation
    const deal = await hubspotClient.crm.deals.basicApi.create({
      properties: {
        dealname: 'Test SSO Deal',
        amount: '1000'
      }
    });
    console.log('Deal creation: ✓');
  } catch (error) {
    console.error('Permission denied:', error.message);
  }
}

3. Mobile Verification​

HubSpot mobile apps support SSO:

  • HubSpot Mobile App
  • HubSpot Keyboard (iOS)
  • HubSpot CRM Scanner

Integration with Workflows​

Authentication-Based Triggers​

// Custom workflow triggered on SSO login
{
  "trigger": {
    "type": "user_login",
    "conditions": {
      "auth_method": "saml",
      "user_group": "smartlink-new-users"
    }
  },
  "actions": [
    {
      "type": "send_email",
      "template": "welcome_sso_user",
      "to": "{{user.email}}"
    },
    {
      "type": "assign_onboarding_tasks",
      "tasks": ["complete_profile", "watch_training", "setup_signature"]
    }
  ]
}

Automations with SSO Groups​

# Script to automatically assign leads
def assign_leads_by_sso_group(user_email, sso_groups):
    if 'smartlink-sales-emea' in sso_groups:
        assign_to_team('EMEA Sales', user_email)
    elif 'smartlink-sales-americas' in sso_groups:
        assign_to_team('Americas Sales', user_email)
    else:
        assign_to_team('Global Sales Pool', user_email)

Integration Configuration​

HubSpot App Marketplace​

Apps in the marketplace work with SSO:

{
  "marketplace_apps": {
    "salesforce": {
      "sso_compatible": true,
      "additional_auth": "oauth2"
    },
    "slack": {
      "sso_compatible": true,
      "workspace_linking": true
    },
    "zoom": {
      "sso_compatible": true,
      "calendar_sync": true
    }
  }
}

Webhooks and API​

Webhooks configuration with SSO authentication:

// Secure webhook endpoint
app.post('/webhooks/hubspot', verifyHubSpotSignature, async (req, res) => {
  const { subscriptionType, objectId, propertyName, propertyValue } = req.body;
  
  // Check user permissions via SSO
  const user = await getUserFromWebhook(req);
  if (!hasPermission(user, subscriptionType)) {
    return res.status(403).json({ error: 'Insufficient permissions' });
  }
  
  // Process the webhook
  await processWebhook(req.body);
  res.status(200).send();
});

Troubleshooting​

"Invalid SAML Response" Error​

Issue: The SAML response is invalid

Solution:

  1. Verify that the Entity ID is [appid] in SmartLink
  2. Check the X.509 certificate (PEM format, without header/footer)
  3. Ensure the ACS URL is: https://app.hubspot.com/login/saml
  4. Check the logs in HubSpot: Settings → Audit Logs

"User not authorized for this account" Error​

Issue: The user is not authorized for the HubSpot account

Solution:

  1. Verify that the email domain is added and verified
  2. Ensure the user is provisioned in HubSpot
  3. Check the user's permissions in Users & Teams

Teams Not Assigned​

Issue: Users are not in the correct teams

Solution:

<!-- Correct format of SAML assertion for groups -->
<saml:Attribute Name="groups">
  <saml:AttributeValue>smartlink-hubspot-sales</saml:AttributeValue>
  <saml:AttributeValue>smartlink-hubspot-emea</saml:AttributeValue>
</saml:Attribute>

Issues with Mobile Apps​

Issue: Unable to connect via the mobile app

Solution:

  1. Ensure Allow mobile SSO option is enabled
  2. Use the in-app browser, not an external browser
  3. Verify the SSL certificate is valid and recognized

Security​

{
  "security_settings": {
    "enforce_sso": true,
    "session_timeout": "12h",
    "require_2fa_for_api": true,
    "ip_restrictions": {
      "enabled": true,
      "allowed_ips": ["203.0.113.0/24"]
    },
    "api_key_rotation": "90d",
    "audit_log_retention": "2y",
    "sensitive_data_masking": true
  }
}

Compliance​

  • GDPR: HubSpot is GDPR compliant with available DPA
  • SOC 2 Type II: Certification available
  • ISO 27001: Certified
  • Privacy Shield: EU-US/Swiss-US Framework

Backup and Recovery​

Recovery plan in case of SSO issues:

  1. Backup Super Admin Account with local authentication
  2. API keys for emergency programmatic access
  3. Documentation of recovery procedures
  4. HubSpot Enterprise Support Contact: 24/7 priority support

User Migration​

Batch Migration Script​

import pandas as pd
from hubspot import HubSpot
from datetime import datetime

def migrate_users_to_sso(csv_file):
    """Mass migration to SSO"""
    api_client = HubSpot(access_token=ADMIN_TOKEN)
    users_df = pd.read_csv(csv_file)
    
    migration_report = []
    
    for index, user in users_df.iterrows():
        try:
            # Disable password authentication
            api_client.settings.users.update(
                user_id=user['user_id'],
                properties={
                    'authentication_method': 'saml_only',
                    'password_login_enabled': False
                }
            )
            
            # Send notification
            send_migration_email(user['email'])
            
            migration_report.append({
                'user': user['email'],
                'status': 'success',
                'timestamp': datetime.now()
            })
            
        except Exception as e:
            migration_report.append({
                'user': user['email'],
                'status': 'failed',
                'error': str(e)
            })
    
    return pd.DataFrame(migration_report)

Resources​