Setup guide

Connect HubSpot to Coco

Coco reads your HubSpot pipelines, deals, contacts and email history. It never changes anything in HubSpot.

How you connect
Paste an API key
Last checked

What Coco does

Coco reads your deal pipelines, deals, contacts and the emails logged on a contact, so it can report on your pipeline and plan outreach. This connection is read-only.

Before you start

  • A HubSpot account where you are a Super Admin or have Developer tools access.
  • About five minutes. You'll create a service key, which is HubSpot's access token for tools like Coco.

Steps

  1. Step 1: Open service keys in HubSpot

    In HubSpot, go to Development → Keys → Service keys. In some accounts it sits under Settings → Integrations → Service Keys.

  2. Step 2: Create a key for Coco

    Click Create service key and name it Coco.

  3. Step 3: Give it read access

    Click Add new scope and tick crm.objects.deals.read, crm.objects.contacts.read and sales-email-read. Click Update. Coco can then read deals and pipelines, contacts and their email history. Nothing else.

  4. Step 4: Copy the token

    Copy the key. It starts with pat- followed by your region, for example pat-na1-.

  5. Step 5: Connect it in Coco

    Paste the whole token into the HUBSPOT_ACCESS_TOKEN field and click Connect.

Troubleshooting

Coco says HubSpot rejected this key

The token is incomplete or was rotated. Copy it again, including the pat-na1- (or your region's) prefix. If you rotated the key in HubSpot, paste the new one.

Coco says the key cannot read deal pipelines

The key is missing the deals scope. In HubSpot, open the key, add crm.objects.deals.read, click Update, then connect again.

I can't find Service keys in HubSpot

Your HubSpot user needs Super Admin or Developer tools access. Ask a HubSpot admin to create the key or grant the permission.

FAQ

I already have a private app token. Can I use it?

Yes. HubSpot no longer lets you create new private apps, but existing ones keep working. Open it under Development → Legacy apps, then Auth → Show token, and paste that token.

What happens when HubSpot rotates the key?

Coco loses access once the old token expires. Paste the new token here to reconnect.