HubSpot DSR integration

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This integration automates privacy requests for HubSpot. MineOS looks up the HubSpot contact that matches the requester's email address, then lets you preview, delete or copy it, or opt the requester out of your email subscriptions.

To scan HubSpot for personal data, see HubSpot data classification integration.

How It Works

• Preview: before MineOS acts on a request, you can preview what it found for the requester. For delete and copy, that is the contact ID, email address and name. For unsubscribe, it is the email address and each HubSpot subscription with its current status.
• Delete: MineOS finds the contact that matches the requester's email address and deletes it from HubSpot. If no contact matches, the task is reported as not found.
• Get a copy: MineOS sends the requester a copy of the HubSpot contact record found for their email address, including its properties.
• Unsubscribe: MineOS unsubscribes the requester's email address from every subscription they are currently subscribed to. Subscriptions they are not subscribed to are left untouched, and the contact record stays in HubSpot. If there is nothing to unsubscribe from, the task is reported as not found.

Choose the right integration type

You can set up both types if you want to handle deletion, copy and unsubscribe requests.

Before You Start

• Make sure you have permission to create private apps in your HubSpot account.
• The Hubspot unsubscribe type needs different HubSpot scopes from Hubspot Private app. Create a separate private app for it, or add the unsubscribe scopes to an existing one.

Setting Up

Delete, get a copy and preview

Step 1: Create a private app in HubSpot

1. Log in to HubSpot and click the settings icon in the main navigation bar.
2. In the left sidebar, go to Integrations → Private Apps and click Create private app.
3. On the Basic Info tab, enter a name and description for the app, and optionally upload a logo.
4. On the Scopes tab, select:
   • Read & write for crm.objects.contacts
   • Read for conversation, crm.objects.deals and crm.objects.companies
   • tickets, e-commerce and sales-email-read
5. Create the app and copy its access token.

Step 2: Connect in MineOS

1. Log in to MineOS. On the left sidebar, click Inventory, then click Add data source. Search for HubSpot and add it.
2. Open the HubSpot data source and go to the DSR & integrations tab. If the data source already has an integration, click Add instance.
3. Under Action for fulfilling requests, select Integration, then choose Hubspot Private app in the Integration Type dropdown.
4. Click Set up integration. In the wizard, paste the private app access token into the API Key field.
5. Click Finish.

Unsubscribe

1. In HubSpot, create a private app as described above (or open an existing one). On the Scopes tab, add:
   • crm.objects.contacts.read
   • communication_preferences.read
   • communication_preferences.write
2. Create the app and copy its access token.
3. In MineOS, open the HubSpot data source and go to the DSR & integrations tab. If the data source already has an integration, click Add instance.
4. Under Action for fulfilling requests, select Integration, then choose Hubspot unsubscribe in the Integration Type dropdown.
5. Click Set up integration. In the wizard, paste the private app access token into the Access token field.
6. Click Finish.

You're done! MineOS has been connected to your HubSpot account.

Using the Integration in Requests

To handle requests automatically, add the HubSpot integration to the workflows of the privacy rights it should handle, such as deletion or get a copy. Add the Hubspot unsubscribe integration to the workflow of the privacy right that should opt requesters out of your emails.

Need Help?

If you need any help with this integration, please contact your Customer Success Manager. They will be happy to assist you!