How do I get HubSpot tokens?

How do I get a HubSpot access token?

Use the code you get after a user authorizes your app to get an access token and refresh token. The access token will be used to authenticate requests that your app makes. Access tokens are short lived; you can check the expires_in parameter when generating an access token to determine its lifetime (in seconds).

How do I change my personalization tokens on HubSpot?

In your HubSpot account, click the settings icon settings in the main navigation bar. In the left sidebar menu, navigate to Website > Pages. Click the Personalization tab. Click Edit defaults to edit either Contact property defaults or Company property defaults.

What are email tokens?

Tokens allow you to add elements to your email or content that are personalized based on information you already know about constituents. For example, you could address email recipients by name, or reference past purchases or other content unique to each recipient.

How do I add personalization to HubSpot?

To add a personalization token to your email:

  1. In your HubSpot account, navigate to Marketing > Email.
  2. Hover over the name of the email you want to edit and click Edit, or click Create email at the upper right.
  3. Click the Settings tab.
  4. Locate the Subject line field and click Personalize.
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How do I request a refresh token?

To get a refresh token, you must include the offline_access scope when you initiate an authentication request through the /authorize endpoint. Be sure to initiate Offline Access in your API. For more information, read API Settings. The refresh token is stored in session.

How do I access token and refresh token?

To use a refresh token to get a new Access Token, a client needs to make a request to the Access Token endpoint of the Authorization server. The request needs to include the following parameters: grant_type – this will be set to “refresh_token” refresh_token – a valid refresh token.

Can I customize HubSpot?

Store and customize all your data — right inside HubSpot.

With custom objects, you can easily organize more information you need to do your job, right inside your CRM. Embrace flexibility to name the object, determine what properties it has, and decide what other objects it can be associated with.

How do I highlight text in HubSpot?

In your HubSpot account, navigate to Marketing > Email. Hover over the email you’d like to modify and click Edit. Click into the module with the link you want to edit. Highlight the link, then click the text color icon in the rich text toolbar and select a color.

How do I import contacts into HubSpot?

Import an Excel contact list into HubSpot:

  1. Open your HubSpot portal and go to “Contacts”
  2. At the top right, click “Import”
  3. Click “Start an Import”
  4. Select “File from computer”
  5. Select “One File” and then “One object”
  6. Select “Contacts”
  7. Drag and drop or choose an excel file to upload your contacts.
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What is a token on a website?

What is a token? A token is a highly secure format used to transmit sensitive information between two parties in a compact and self-contained manner. Tokens are often used to strengthen authentication processes, whether that be within a website or application.

What is a token name?

Name tokens are the smallest indivisible elements of a name that consist of “white space” or punctuation-delimited strings of characters. Name tokens are usually affixes or stems, though they can sometimes be full name phrases in cases where the smaller grammatical units in a name are written as a single word.

What is a query token?

The query-token element is used in conjunction with the query-ex command. The content of the query-token element is an opaque token or handle that is used to refer to unreturned search results that are the result of a query-ex command.

How do I add my name to HubSpot email?

In the dialog box, click the Property dropdown menu, then select Contact owner. The Default user is set in your email content settings, and will be the value displayed if the contact who receives the email does not have an owner set in HubSpot. Click the User property dropdown menu and select Full Name. Click Insert.

How do I customize my first name on HubSpot?

In your HubSpot account, navigate to templates or snippets. Click the name of the template or snippet to edit, or create a new template or a new snippet. Click into the body of your template or snippet where you want to insert a personalization token. In the toolbar at the bottom, click the Personalize dropdown menu.

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How do I create a HubSpot template?

How to create a template in HubSpot

  1. Go to Conversations > Templates in your HubSpot account.
  2. Click New template, select From scratch.
  3. Enter a name and subject for your template.
  4. You can make your template private so only you can view and use the template. …
  5. You can also share the template with specific users and teams.