Integrate 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, this integration guide may be used as an initial approach for integrating HubSpot. In the event of other issues, contact support@entrust.com for assistance.
To integrate HubSpot with Identity as a Service, you must do the following:
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 ServiceStep 1: Copy the SAML configurations from Identity as a Service
Copy the SAML Configuration from Identity as a Service
Log into your Identity as a Service administrator account.
Click 
> Security > Applications. The Applications Lists page appears.
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.
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 ServiceStep 2: Copy the SAML signing certificate from Identity as a Service
Copy a SAML signing certificate
Log in to your Identity as a Service administrator account.
Click > Security > Applications. The Applications List page appears.
Under SAML Cloud Integrations, click SAML Signing Certificates. The SAML Signing Certificates page appears.
Click 
next to the certificate to copy it to the clipboard.
You can additionally download the certificate and save it for future use.
Open a text editor, such as Notepad, and paste the contents of the certificate into the text file.
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 authenticationStep 3: Configure HubSpot for Identity as a Service authentication
Log in to HubSpot. The HubSpot Accounts page appears.
Click the Name of the account you want to integrate with IDaaS.
Click
. The General
page appears.
Under Account Setup, click Security. The Security page appears.
Click the Settings and Activity tap. The Settings and Activity page appear.
Click Set up single sign-on. The Set up Single Sign-on page appears.
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.
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.
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.
In the Public Certificate field, paste the certificate you copied in Step 2: Copy the SAML signing certificate from Identity as a Service.
Click Verify.
Step 4: Add HubSpot to Identity as a ServiceStep 4: Add HubSpot to Identity as a Service
In Identity as a Service, click > Security > Applications. The Applications Lists page appears.
Click Add. The Select an Application Template page appears.
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.
- or -
In the Search bar, enter a search option to filter for the application you want to add to IDaaS.
Click HubSpot. The Add HubSpot page appears.
Enter an Application Name.
Enter an Application Description.
Optional. Add a custom application logo.
Click 
next to Application Logo. The Upload Logo dialog box appears.
Click 
to select an image file to upload.
Browse to select your file and click Open. The Upload Logo dialog box reappears showing your selected image.
If required, resize your image.
Click OK.
Select the Authentication Flow that appears to users during login.
Click Next. The General page appears.
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.
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.
Leave the Single Logout Service URL empty.
Enter the SAML Session Timeout to the time when the SAML Assertion times out. The maximum is 720 minutes.
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.
From the SAML NameID Attribute drop-down list, select Email.
From the SAML NameID Encoding Format drop-down list, select Email.
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.
From the SAML Signature Algorithm drop-down list, select SHA512.
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.
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.
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.
Optional. Add Alternative Assertion Consumer Service URLs, as follows:
Click Add.
Enter a Name.
Enter a URL Value.
Select Show in My Profile to display the Alternative Consumer Service URL in a user's My profile page.
Optional. Add an Application Logo.
Click Add.
Repeat these steps to add more Alternative Assertion Consumer Service URLs.
Leave the remaining settings at the default values.
Click Submit.
Step 5: Add a resource ruleStep 5: Add a resource rule
Step 6: Test the integrationStep 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
Open a Web browser and enter the URL for your HubSpot account.
Click Login. You are redirected to the HubSpot login page.
Click Log in with SSO.
Enter the HubSpot account email address.
Click Log in.
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.