> For AI agents: [llms.txt](https://docs.trustedauth.com/llms.txt) provides a Markdown index of this documentation.

# HubSpot

HubSpot is a CRM platform with all the software, integrations, and resources needed to connect marketing, sales, content management, and customer service (see <https://www.hubspot.com>). You can protect access to HubSpot by integrating HubSpot with Identity as a Service. Once integrated, users can use single sign-on to log in to their HubSpot account through Identity as a Service.

note

This integration was tested using Identity as a Service version 5.31 and HubSpot version August 2023. Other versions of HubSpot may require integration and configuration steps that differ from those documented in this procedure. For other versions of HubSpot, use this procedure as a starting point for integrating HubSpot. In the event of other issues, contact <support@entrust.com> for assistance.

Before you begin, open two browser windows. In one window, log in to your HubSpot administrator account. In the other window, log in to your IDaaS administrator account.

## Step 1: Copy the SAML configurations from Identity as a Service

1. Log into your Identity as a Service administrator account.

2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.

3. Under **SAML Cloud Integrations**, click **SAML Configuration**. The **SAML Configuration** dialog box appears.

   This dialog box contains information you need to configure your SAML application for Identity as a Service authentication.

4. Do one of the following:

   - Leave this dialog box open to reference later in this procedure.
   - Copy the Entity ID, Single Sign-on URL, and Single Logout URL to a text file and save it to reference later in this procedure.

note

Depending on the integration you are performing, you may not need all three of these SAML configuration values.

## Step 2: Copy the SAML signing certificate from Identity as a Service

1. Log in to your Identity as a Service administrator account.

2. Click Menu icon **>** **Security > Applications**. The **Applications List** page appears.

3. Under **SAML Cloud Integrations**, click **SAML Signing Certificates**. The **SAML Signing Certificates** page appears.

4. Click next to the certificate to copy it to the clipboard.

   You can additionally download the certificate and save it for future use.

5. Open a text editor, such as Notepad, and paste the contents of the certificate into the text file.

6. Save the file.

note

Be sure to same the file with the .cer extension, for example, SAML_certifcate.cer.

## Step 3: Configure HubSpot for Identity as a Service authentication

1. Log in to HubSpot. The **HubSpot Accounts** page appears.

2. Click the **Name** of the account you want to integrate with IDaaS.

3. Click the settings icon. The **General** page appears.

4. Under **Account Setup**, click **Security**. The **Security** page appears.

5. Click the **Settings and Activity** tap. The **Settings and Activity** page appear.

6. Click **Set up single sign-on**. The **Set up Single Sign-on** page appears.

7. Open a text editor, such as Notebook and copy and save the following values:

   - Audience URI (Service Provider Entity ID)
   - Sign on URL, ACS, Recipient, or Redirect

   You need these values in _Step 4: Add HubSpot to Identity as a Service_.

8. In the **Identity Provider Identifier or Issuer URL**, enter the **Entity ID** that you copied in _Step 1: Copy the SAML configurations from Identity as a Service_.

9. In the **Identity Provider Single Sign-on URL**, enter the **Single Sign-ON URL** that you copied in _Step 1: Copy the SAML configurations from Identity as a Service_.

10. In the **Public Certificate** field, paste the certificate you copied in _Step 2: Copy the SAML signing certificate from Identity as a Service_.

11. Click **Verify**.

## Step 4: Add HubSpot to Identity as a Service

1. In Identity as a Service, click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.
2. Click **Add**. The **Select an Application Template** page appears.
3. Do one of the following:
   - Select **SAML Cloud Integrations** from the search drop-down list and scroll to find the application you want to add to IDaaS.
   - In the **Search bar**, enter a search option to filter for the application you want to add to IDaaS.
4. Click **HubSpot**. The **Add HubSpot** page appears.
5. Enter an **Application Name**.
6. Enter an **Application Description**.
7. Optional. Add a custom application logo.
   1. Click Plus icon next to **Application Logo**. The **Upload Logo** dialog box appears.
   2. Click Upload icon to select an image file to upload.
   3. Browse to select your file and click **Open**. The **Upload Logo** dialog box reappears showing your selected image.
   4. If required, resize your image.
   5. Click **OK**.
8. Select the **Authentication Flow** that appears to users during login.
9. Click **Next**. The **General** page appears.
10. In the **Default Assertion Consumer URL** field, enter the **Sign on URL, ACS, Recipient, or Redirect** that you copied in _Step 3: Configure HubSpot for Identity as a Service authentication_.
11. In the **Service Provider Entity ID** field, enter the **Audience URI (Service Provider Entity ID)** that you copied in _Step 3: Configure HubSpot for Identity as a Service authentication_.
12. Leave the **Single Logout Service URL** empty.
13. Enter the **SAML Session Timeout** to the time when the SAML Assertion times out. The maximum is 720 minutes.
14. Enter the **Max Authentication Age (seconds)** to set the maximum amount of time that can elapse before a user is required to reauthenticate during a new login attempt. This applies for both SP-initiated and IDP-initiated login. Set this field to -1 to disable this feature.
15. From the **SAML NameID Attribute** drop-down list, select **Email**.
16. From the **SAML NameID Encoding Format** drop-down list, select **Email**.
17. From the **SAML Signing Certificate** from the drop-down list, select the SAML Signing Certificate you added to HubSpot in _Step 3: Configure HubSpot for Identity as a Service authentication_.
18. From the **SAML Signature Algorithm** drop-down list, select **SHA512**.
19. Optional: Select **Respond Immediately for Unsuccessful Responses** to return to the application immediately after a login failure, rather than allow user to try again with a different userID.
20. Deselect **Enable Go Back Button** if you do not want users to be able to go back to the HubSpot login page to log in.
21. Select **Show Default Assertion Consumer URL Service in the My Profile**. When selected, the Default Assertion Consumer URL appears in a user's My Profile page in addition to relay states and Alternative Assertion Consumer URLs.
22. Optional. Add **Alternative Assertion Consumer Service URLs**, as follows:
    1. Click **Add**.
    2. Enter a **Name**.
    3. Enter a URL **Value**.
    4. Select **Show in My Profile** to display the Alternative Consumer Service URL in a user's My profile page.
    5. Optional. **Add an Application Logo**.
    6. Click **Add**.
    7. Repeat these steps to add more Alternative Assertion Consumer Service URLs.
23. Leave the remaining settings at the default values.
24. Click **Submit**.

## Step 5: Add a resource rule

See [Create resource rules](/docs/authentication-and-security/create-and-manage-resource-rules.md).

## Step 6: Test the integration

note

If you assigned the HubSpot app to a user who doesn't have a corresponding HubSpot user, you need to grant them write access after they have been automatically provisioned in your HubSpot account.

**Testing Service Provider Login**

1. Open a Web browser and enter the URL for your HubSpot account.
2. Click **Login**. You are redirected to the HubSpot login page.
3. Click **Log in with SSO**.
4. Enter the HubSpot account email address.
5. Click **Log in**.
6. Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to HubSpot.

**Testing Identity as a Service redirect log in**

1. Log in to your Identity as a Service account.
2. Go to your **My Profile** page if you are not already there.
3. Under **Applications**, click **HubSpot**.
4. Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to HubSpot.

Testing Identity as a Service redirect log in

Log in to your Identity as a Service account.

Go to your **My Profile** page if you are not already there.

Under **Applications**, click **HubSpot**.

Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to HubSpot.