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Hubspot

Implementation Summary

Fides uses the following Hubspot endpoints to retrieve and delete Personally Identifiable Information (PII) when processing a Privacy Request. Right to Access and Right to Delete (Right to Forget) support for each endpoint is noted below.

EndpointRight to AccessRight to Delete
SearchYesNo
ContactsYesYes
OwnersYesNo
Communication PreferencesYesYes
UsersYesYes

Scopes

The following Hubspot scopes are required for executing privacy requests:

  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.objects.owners.read
  • communication_preferences.read
  • communication_preferences.write
  • settings.user.read
  • settings.users.write

Connection Settings

Connection instructions may be found in the configuration guide.

Deletion requests are fulfilled by masking PII via UPDATE endpoints. To give Fides permission to remove PII using DELETE endpoints, ensure the masking_strict variable in your fides.toml file is set to false.

Example Hubspot Configuration

saas_config:
  fides_key: hubspot_connector_example
  name: Hubspot SaaS Config
  type: hubspot
  description: A sample schema representing the Hubspot connector for Fides
  version: 0.0.1

  connector_params:
    - name: domain
      default_value: api.hubapi.com
    - name: private_app_token

  client_config:
    protocol: https
    host: <domain>
    authentication:
      strategy: bearer
      configuration:
        token: <private_app_token>

  test_request:
    method: GET
    path: /companies/v2/companies/paged

  endpoints:
    - name: contacts
      requests:
        read:
          path: /crm/v3/objects/contacts/search
          method: POST
          body: |
            {
              "filterGroups": [{
                "filters": [{
                  "value": "<email>",
                  "propertyName": "email",
                  "operator": "EQ"
                }]
              }]
            }
          query_params:
            - name: limit
              value: 100
          param_values:
            - name: email
              identity: email
          data_path: results
          pagination:
            strategy: link
            configuration:
              source: body
              path: paging.next.link
        update:
          path: /crm/v3/objects/contacts/<contactId>
          method: PATCH
          body: |
            {
              <masked_object_fields>
            }
          param_values:
            - name: contactId
              references:
                - dataset: hubspot_connector_example
                  field: contacts.id
                  direction: from
    - name: owners
      requests:
        read:
          path: /crm/v3/owners
          method: GET
          query_params:
            - name: limit
              value: 100
          param_values:
            - name: placeholder
              identity: email
          postprocessors:
            - strategy: unwrap
              configuration:
                data_path: results
            - strategy: filter
              configuration:
                field: email
                value:
                  identity: email
          pagination:
            strategy: link
            configuration:
              source: body
              path: paging.next.link
    - name: subscription_preferences
      requests:
        read:
          path: /communication-preferences/v3/status/email/<email>
          method: GET
          param_values:
            - name: email
              identity: email
        update:
          path: /communication-preferences/v3/unsubscribe
          method: POST
          body: |
            {
              "emailAddress": "<email>",
              "subscriptionId": "<subscriptionId>",
              "legalBasis": "LEGITIMATE_INTEREST_CLIENT",
              "legalBasisExplanation": "At users request, we opted them out"
            }
          data_path: subscriptionStatuses
          param_values:
            - name: email
              identity: email
            - name: subscriptionId
              references:
                - dataset: hubspot_connector_example
                  field: subscription_preferences.id
                  direction: from
          postprocessors:
            - strategy: filter
              configuration:
                field: status
                value: SUBSCRIBED
    - name: users
      requests:
        read:
          path: /settings/v3/users/
          method: GET
          query_params:
            - name: limit
              value: 100
          param_values:
            - name: placeholder
              identity: email
          postprocessors:
            - strategy: unwrap
              configuration:
                data_path: results
            - strategy: filter
              configuration:
                field: email
                value:
                  identity: email
          pagination:
            strategy: link
            configuration:
              source: body
              path: paging.next.link
        delete:
          path: /settings/v3/users/<userId>
          method: DELETE
          param_values:
            - name: userId
              references:
                - dataset: hubspot_connector_example
                  field: users.id
                  direction: from
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