Hubspot

Connecting Hubspot to LightBeam

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Overview

LightBeam Spectra users can connect various data sources to the LightBeam application and these data sources will be continuously monitored for PII, PHI data.

Example: Hubspot, Salesforce, ADP, Marketo etc.

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Connecting Hubspot Data Source

1. Log in to your LightBeam Instance.

2. Click on DATASOURCES in the Top Navigation Bar.

3. Click on Add a Data Source.

Figure 1. Add Data Source

1. Search for “Hubspot”.

Figure 2. Type Hubspot in Search Box

1. Click on Hubspot.

Figure 2.1 Hubspot

1. Fill in the details as shown below and click on Next:

Basic Information

• Instance Name: This is the unique name given to the instance of the data source.

• Description: This is an optional field needed to describe the use of this data source.

• Primary Owner: An email address of who is responsible for this data source and in case of alerts this email ID will get alerts by default.

• Entity Creation: LightBeam Spectra detects and associates attributes based on the context and identifies whose data it is; these are called entities. Example: Jane Doe is an entity for whom LightBeam Spectra might have detected Name and SSN in a monitored data source.

• Source of Truth: LightBeam Spectra would have monitored data sources that contain data acting as a single point of truth and that can be used for looking up entities/attributes which help to identify if the other attributes/entities found in any other data source are accurate or not. A Source of Truth data set would create entities based on the attributes found in the data.

• Location: The location of the data source is indicated here.

• Purpose: The purpose of the data being collected/processed.

• Stage: The stage of the data source. Example: Source, Processing, Archival, etc.

Figure 3.1 LightBeam Hubspot - Basic Information

Data Source Configuration

1. Provide the credentials as shown below and click on Test Connection.

Figure 3.2 LightBeam Hubspot - Test connection

1. Verify that you get the message “Test Connection Success”.

Figure 4.1. LightBeam Hubspot - Test connection success

1. Click on Register.

Figure 4.2 LightBeam Hubspot - Register

1. Click on Okay.

Figure 4.3 LightBeam Hubspot - click on okay

Figure 5. LightBeam Hubspot - Datasource Connected Successfully

Now we are ready to browse through the onboarded Hubspot datasource dashboard.

Note: To get the Hubspot data source details please check Appendix.

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Appendix

Steps to find your Hub ID

Your Hub ID is a unique identifier assigned to each HubSpot application. Each HubSpot portal will have its own unique Hub ID.

1. Log in to Hubspot as an Administrator. You will be directed to the Hubspot dashboard after a successful login.

2. Once you've logged in, you'll see your account name at the top right corner of your dashboard.

Figure 6. LightBeam Hubspot - Generate Hub ID

1. Click on your account name. A dropdown menu will appear.

Figure 6.1 LightBeam Hubspot - Generate Hub ID

1. Your Hub ID will be displayed at the top of this dropdown menu. It's usually a 5-7-digit number.

2. Note down your Hub ID as it will be used when integrating with LightBeam.

Steps to Generate Access Token

1. Log in to Hubspot as an Administrator.

2. On the primary navigation menu at the top, hover over "Service" and select "Tickets" from the drop-down list.

Figure 7. LightBeam Hubspot - Access Token - Tickets

1. Click on the gear-shaped Settings icon located at the upper-right corner of your dashboard.

Figure 8. LightBeam Hubspot - Access Token - Settings

1. From the left-hand side navigation menu within Settings, select "Integrations".

Figure 9. LightBeam Hubspot - Access Token - Integrations

1. Click on Private Apps.

Figure 10. LightBeam Hubspot - Access Token - Private Apps

1. Click on Create a private app.

Please note: Hubspot has consolidated all private apps into the new Legacy Apps page. Your existing private apps are still running and are ready for migration to the new developer platform.

FIgure 11. LightBeam Hubspot - Access Token - Create a private app

1. Enter the details of the app to be created under the Basic Info section, such as Name and Description (Optional).

Figure 12. LightBeam Hubspot - Access Token - Basic Info

1. Click on "Scopes" to configure the app's permissions. Select "CRM" from the left sidebar.

Figure 12. LightBeam Hubspot - Access Token - Scopes

Tick the checkboxes next to the following permissions:

crm.objects.companies

crm.objects.contacts

Figure 12.1 LightBeam Hubspot - Access Token - CRM Permissions

1. Click on "Standard" in the left sidebar.

Tick the checkboxes next to the following permissions:

• conversations.read

• files

• files.ui_hidden.read

• forms-uploaded-files

• sales-email-read

• tickets

Figure 13. LightBeam Hubspot - Access Token - Standard Permissions

After setting the permissions, click the "Create app" button on the top right corner of the screen.

Figure 14. LightBeam Hubspot - Access Token - Create App

Click on Continue creating.

FIgure 14.1 LightBeam Hubspot - Access Token - Create app

This will show the message “Your private app was created”.

Now the LightBeam app is ready to be installed and integrated into Hubspot.

Click on Show token. Copy the token on screen for your use when configuring the Hubspot datasource on LightBeam.

Finally, click on "Go to app auth" to complete the app setup process.

With these steps completed, you will have all the required configuration parameters like Access Token and Hub ID onboard the Hubspot data source to LightBeam.

Success Tip: We recommend creating a dedicated Hubspot Connected App specifically for integrating LightBeam with Hubspot. This application should be exclusively used for this purpose and not shared or repurposed for any other clients or applications. By doing so, you ensure secure and efficient access control, as well as maintain proper management of the LightBeam-Hubspot connection.

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About LightBeam

LightBeam automates Privacy, Security, and AI Governance, so businesses can accelerate their growth in new markets. Leveraging generative AI, LightBeam has rapidly gained customers’ trust by pioneering a unique privacy-centric and automation-first approach to security. Unlike siloed solutions, LightBeam ties together sensitive data cataloging, control, and compliance across structured and unstructured data applications providing 360-visibility, redaction, self-service DSRs, and automated ROPA reporting ensuring ultimate protection against ransomware and accidental exposures while meeting data privacy obligations efficiently. LightBeam is on a mission to create a secure privacy-first world helping customers automate compliance against a patchwork of existing and emerging regulations.

For any questions or suggestions, please get in touch with us at: [email protected].