Getting your data is easy with Toric’s integrations. Read on for a step-by-step guide to configure your HubSpot account in Toric which will allow you to have direct access to your organization’s data.

This article covers:

  • • What Are Integrations?
  • • What Are Automations?
  • • Info You Need from HubSpot
  • • Configure HubSpot in Toric
  • • Example HubSpot Automation
  • • FAQ

What Are Integrations?

An Integration is any software which Toric can connect to via the software’s API service. In other words, facilitates getting your data by integrating to your existing software tools.

To learn more, check out Intro to Integrations.

What Are Automations?

Automations are Actions that are executed based on a Trigger event. For example, run a Dataflow when a source is updated in a project.

To learn more, check out Automations For Integrations.

Info You Need From HubSpot

Before jumping into Toric. You need to get some information from your HubSpot account. Here’s what you’ll need:

  1. Client ID.
  2. API key.

1. Client ID

Login to HubSpot with an administrator account. Then click on your account avatar (top right) to copy the number below your company name. 

2. API Key

Go to Settings in HubSpot. In HubSpot, click the the gear icon on the top right of your screen.

In the Settings menu (on the left), navigate to Integrations and click on API key. Click on Reveal and confirm that you’re not a robot 🤖. You will need to copy the API key and paste it soon when configuring HubSpot in Toric.

Configure HubSpot in Toric

With your HubSpot account info on hand, you’re ready to go back to Toric and configure your integration.

Setup time: 1 min

Setting up a configuration In Toric is as easy as following the steps below

  1. Enter a Configuration Name
  2. Paste your HubSpot Client ID
  3. Paste your hubSpot API Key
  4. Validate Your Configuration
  5. Example HubSpot Automation

1. Enter a Configuration Name

Use the text field to enter a name for your HubSpot integration. If you choose to create more than one HubSpot configuration, we recommend choosing a unique name to differentiate each..

2. Paste Your HubSpot Client ID

Paste your HubSpot Client ID, which you obtained from Step 1 in Info you need from HubSpot.

3. Paste Your HubSpot API Key

Paste your HubSpot API Key, which you obtained from Step 2 in Info you need from HubSpot.

4. Validate Your Configuration

Use the Validate Configuration button to make sure all fields are completed correctly. Invalid fields will be highlighted in red, and a successful validation will show in green. Click on Add Configuration to finalize the creation of the HubSpot connection.

Example HubSpot Automation

Checkout this quick example of a HubSpot automation. Learn more about other types of Automation actions in the article, Automations for Integrations.


1. Can I edit my configuration?

Absolutely. Click the three dots on the right and select the Update option. If you no longer need a configuration, you should delete it and create a new one. 

If you choose to make a new configuration, you will need to update all Automations that use the old configuration.

2. Why is my configuration always invalid?

First, check that you followed Steps 1 through 7. 

If you’re still getting an invalid configuration, please open a ticket using the in app chat (bottom right) or write to us at

3. How can I request an Integration?

Reach out 😀. We’re constantly adding Integrations to other great software tools. To make a request, write to us using the in App chat or at

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