OneClickAutomations

Setup Guides

Detailed, step-by-step guides for configuring third-party integrations within your automations.

  1. 1Log in to your HubSpot account and navigate to Settings → Integrations → Private Apps.
  2. 2Create a private app with scopes: contacts, companies, deals, and tickets (read/write).
  3. 3Copy the access token — you'll use it when connecting HubSpot in an automation.
  4. 4In OneClick Automations, open the playbook that requires HubSpot and click Install.
  5. 5During the integrations step, paste your HubSpot private app token when prompted.
  6. 6Complete the install. The automation will use your token to sync contacts, create deals, or update tickets.
  7. 7Test the automation by triggering it manually from your Installed page.
Pro tip: HubSpot private app tokens expire periodically. If an automation shows 'Blocked,' regenerate the token and reconnect. Use a dedicated private app per automation for easier access management.