Step 1 - Create a HubSpot account
To test our integration, we'll need a HubSpot account. This will represent your customer's HubSpot instance.
Sign up for a free account
- Go to HubSpot.com and click "Get started free"
- Fill in your information to create an account
- Complete the initial onboarding process
Create a private app
Once you're logged into HubSpot, we need to create a private app to get API credentials:
- Navigate to Settings (gear icon in the top navigation)
- In the left sidebar, go to Integrations → Private Apps
- Click Create a private app
- Give your app a name, like "Lightyear Integration Test"
- Go to the Scopes tab and select these permissions:
crm.objects.companies.write
- To create companiescrm.objects.companies.read
- To read company data
- Click Create app
- After confirmation, you'll see your access token
Save your access token
The access token is what we'll use to authenticate API requests. Copy it and save it somewhere safe - you'll need it later when we set up the integration.
Note: In a production environment, your customers would go through a proper OAuth flow instead of using private app tokens. This manual process is just for testing purposes.
What's next?
Now that you have a HubSpot account set up, let's add the HubSpot integration to your Lightyear project.