Connect HubSpot

Open your organization and select Add Portal, or Connect your first portal when the organization has none yet. Only organization owners and admins can connect a portal. HubSpot will ask you to choose an account. Use the search field when your HubSpot login can access several accounts, then select the correct portal and continue.

Review the account name, domain, and portal ID before approving access. Sprocket Rocket then asks HubSpot for the permissions needed to install and manage theme files.

HubSpot plans

Any HubSpot plan can connect, including Free. Not every plan includes everything Sprocket Rocket uses, so if Emails, Blogs, or Templates say HubSpot didn't allow it, the account's plan may not include that feature. Check what the plan includes in HubSpot, then try again.

Optional permissions

HubSpot's authorize screen marks these permissions as optional:

• File Manager (files.read and files.write), so Sprocket Rocket AI can search the portal's images and put uploaded or attached images on a page
• HubDB (the five hubdb scopes), so Sprocket Rocket AI can read, edit, and publish HubDB tables
• Analytics (business-intelligence), so Sprocket Rocket can read the portal's analytics

Leave them on. Everything else works without them. A portal connected without the File Manager permission is asked to reconnect when someone opens it, and Sprocket Rocket asks for HubDB when it needs it. If a permission stays off however many times you reconnect, a HubSpot Super Admin has switched it off for your account. Follow A permission stays off after reconnecting.

After you connect

After authorization, HubSpot brings you back to the new portal's page in Sprocket Rocket. You can then create its first installation.

Already bought Core or Stack in the Marketplace? Open the connected portal and the app automatically detects the purchase and assigns the matching license when it is higher than the portal's current one. You do not need to repurchase it for that portal. The app installs a separate theme when you create an installation; it leaves the locked Marketplace theme and existing pages in place. Read Marketplace themes and the app before moving pages.

Each portal connection belongs to one Sprocket Rocket organization. The same HubSpot account can be connected to more than one organization. Organization access and portal access are enforced independently, so invite teammates to the organization and grant only the portal access they need.

Read HubSpot permissions to see what the app can access.

Install from the HubSpot App Marketplace

You can also start from Sprocket Rocket's listing on the HubSpot App Marketplace. Installing is free and needs no plan.

1. Click Install on the listing. HubSpot sends you to Sprocket Rocket to sign in.
2. Sign in, or create an account. A new account confirms its email by a link (it may open in a new tab; carry on there), then asks for your name and an organization.
3. On Connect HubSpot to Sprocket Rocket, choose the organization to connect the portal to, and click Continue to HubSpot. To use a new one, select Create a new organization instead. Only organization owners and admins can connect a portal.
4. Approve the permissions in HubSpot. HubSpot finishes the install, and the portal appears in that organization in Sprocket Rocket.

If you see This install link is no longer valid, the link expired or was already used. Start again from Install on the HubSpot App Marketplace listing. An install link lasts an hour. After you choose an organization, approve the permissions in HubSpot within fifteen minutes.

If the connection fails

• Confirm that your HubSpot user can install apps and edit website content in the account you chose. See HubSpot permissions.
• When your HubSpot login can access several accounts, use the search field on HubSpot's account picker and check the account name, domain, and portal ID before you approve.
• A connected portal that later needs a fresh connection can be reconnected. See Reconnect a portal.