Connect HubSpot to Fibula

What you'll be able to do

Once HubSpot is connected, any document that runs through a Fibula workflow can land in your CRM as a real record. Scan a stack of business cards from a conference and Fibula creates a contact for each one, with name, company, phone, and email already filled in.

Forward a signed quote PDF and Fibula opens a deal on the right pipeline, with amount and close date pulled straight from the document. Drop a customer complaint email with a receipt photo into a workflow and Fibula files a support ticket with the photo attached and the order reference parsed out.

You wire it up once. After that, your sales and support teams stop retyping things that a model already read off the page.

Set up the HubSpot app

OAuth credentials

1. Open the HubSpot Developer Portal
2. Go to Legacy Apps and click "Create legacy app"
3. Choose "Public app" when prompted
4. Name your app (e.g. "Fibula") and create it
5. Go to the Auth tab and set the redirect URI —
6. Under Scopes, add the same scopes you selected below as "Conditionally required"
7. Click Save at the bottom of the page
8. Copy the Client ID from the same page

Client Secret

1. On the same Auth tab, copy the Client Secret

Connect your credential in Fibula

Open Credentials from the Fibula sidebar and click Add credential. Pick HubSpot from the provider list, paste in the Client ID and Client Secret you just copied, then click Save and Connect.

Fibula bounces you over to HubSpot to approve the OAuth grant. Pick the HubSpot account you want to connect, approve the scopes, and HubSpot sends you straight back to Fibula.

The credential is now ready to use in any workflow. You only do this once per HubSpot account.

What's next

With the credential connected, you don't build anything by hand. Open the Fibula agent chat and tell it what you want in plain English. Something like "create a HubSpot contact when this business card comes through" or "open a deal on the new business pipeline with this quote amount."

The agent picks the right nodes, points them at your HubSpot credential, and maps the extracted fields onto the right HubSpot properties. You review the canvas and click Publish.

For a full end-to-end example of the same pattern, see the Xero guide. Extract from the document, then push to the system of record.

That is the whole setup. From here it is just workflows.