Adding a New Connection
Before you can build UI extensions, you need to connect a HubSpot portal to Palpaca. The connection flow has seven steps that authorize access, set up your developer project in HubSpot, and fetch your CRM schemas so the AI agent understands your data model.
The 7-Step Flow
Section titled “The 7-Step Flow”Step 1: OAuth Connect
Section titled “Step 1: OAuth Connect”Click Connect with HubSpot to open the HubSpot authorization screen. You will be asked to select a portal and grant Palpaca the following permissions:
- Read and write CRM contacts, companies, and deals
- Access custom objects and pipeline data
- Manage integration settings and webhooks
After authorizing, you are redirected back to Palpaca.
Step 2: Personal Access Key
Section titled “Step 2: Personal Access Key”Enter your HubSpot Personal Access Key (PAK). You can find this in your HubSpot account under Settings > Integrations > Private Apps, or by visiting the link provided on screen.
Paste the key into the input field and click Authenticate. Make sure you have granted all required permissions when generating the key.
Step 3: Upload to HubSpot
Section titled “Step 3: Upload to HubSpot”Click Upload to HubSpot to push the initial project scaffold to your HubSpot account. This creates the developer project that Palpaca will deploy extensions into.
Step 4: App ID
Section titled “Step 4: App ID”After uploading, go to your HubSpot project page and copy the App ID (a numeric identifier like 1234567). Paste it into the input field and click Install App. This links your HubSpot app to Palpaca so future uploads target the correct project.
Step 5: Private Access Token
Section titled “Step 5: Private Access Token”On the HubSpot app’s distribution page, copy the Private Access Token (starts with pat-). Paste it into the input field and click Next. This token is used for API calls to HubSpot on your behalf.
Step 6: Fetch Schemas
Section titled “Step 6: Fetch Schemas”Click Fetch HubSpot Schemas to pull your CRM property schemas into Palpaca. This tells the AI agent about your contact fields, deal stages, custom properties, and other schema details. You will see a confirmation showing how many schemas were fetched.
Step 7: Done
Section titled “Step 7: Done”You will see a success message confirming your app is live. Click Go to Dashboard to start building.
Switching Between Connections
Section titled “Switching Between Connections”If you have multiple HubSpot portals connected, use the left sidebar to switch between them. Each connection appears as a button in the icon rail. Click a connection to select it, and the dashboard will show projects for that portal.
Adding Another Connection
Section titled “Adding Another Connection”To add a new connection at any time, click the + button in the left sidebar’s icon rail. This starts the connection flow from Step 1.