HubSpot is a web and mobile work management platform designed to help teams organize, track, and manage their work.

Authenticating

HubSpot uses OAuth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with HubSpot. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to HubSpot without getting access to passwords.

Step 1: Initiate a connection to HubSpot

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's HubSpot admin to make a connection to your HubSpot organization account. When you click on the Connect button, the web browser will navigate to the HubSpot login page.

Step 2: Log in to HubSpot

Log in to HubSpot using your organization's credentials. The exact login mechanism may depend on your HubSpot plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in, HubSpot is going to ask you to grant access to Quolum.

Step 3: Provide consent to Quolum

The next screen after login into HubSpot is the consent screen. On this screen, HubSpot confirms whether you authorize Quolum to access your organization's data.

Step 4: Back to Quolum

Once you have granted access to Quolum on HubSpot's website, HubSpot is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your HubSpot Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.