Tutorial: Azure Active Directory integration with HubSpot

In this tutorial, you learn how to integrate HubSpot with Azure Active Directory (Azure AD).

Integrating HubSpot with Azure AD provides you with the following benefits:

  • You can control in Azure AD who has access to HubSpot
  • You can enable your users to automatically get signed-on to HubSpot (Single Sign-On) with their Azure AD accounts
  • You can manage your accounts in one central location - the Azure portal

If you want to know more details about SaaS app integration with Azure AD, see what is application access and single sign-on with Azure Active Directory.

Prerequisites

To configure Azure AD integration with HubSpot, you need the following items:

  • An Azure AD subscription
  • A HubSpot single sign-on enabled subscription

Note

To test the steps in this tutorial, we do not recommend using a production environment.

To test the steps in this tutorial, you should follow these recommendations:

  • Do not use your production environment, unless it is necessary.
  • If you don't have an Azure AD trial environment, you can get a one-month trial here.

Scenario description

In this tutorial, you test Azure AD single sign-on in a test environment. The scenario outlined in this tutorial consists of two main building blocks:

  1. Adding HubSpot from the gallery
  2. Configuring and testing Azure AD single sign-on

To configure the integration of HubSpot into Azure AD, you need to add HubSpot from the gallery to your list of managed SaaS apps.

To add HubSpot from the gallery, perform the following steps:

  1. In the Azure portal, on the left navigation panel, click Azure Active Directory icon.

    Active Directory

  2. Navigate to Enterprise applications. Then go to All applications.

    Applications

  3. To add new application, click New application button on the top of dialog.

    Applications

  4. In the search box, type HubSpot. Select HubSpot from the results panel, and then click the Add button to add the application.

    Creating an Azure AD test user

Configuring and testing Azure AD single sign-on

In this section, you configure and test Azure AD single sign-on with HubSpot based on a test user called "Britta Simon."

For single sign-on to work, Azure AD needs to know what the counterpart user in HubSpot is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in HubSpot needs to be established.

To configure and test Azure AD single sign-on with HubSpot, you need to complete the following building blocks:

  1. Configuring Azure AD Single Sign-On - to enable your users to use this feature.
  2. Creating an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  3. Creating a HubSpot test user - to have a counterpart of Britta Simon in HubSpot that is linked to the Azure AD representation of user.
  4. Assigning the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Testing Single Sign-On - to verify whether the configuration works.

Configuring Azure AD single sign-on

In this section, you enable Azure AD single sign-on in the Azure portal and configure single sign-on in your HubSpot application.

To configure Azure AD single sign-on with HubSpot, perform the following steps:

  1. In the Azure portal, on the HubSpot application integration page, click Single sign-on.

    Configure Single Sign-On

  2. On the Select a Single sign-on method dialog, Click Select for SAML mode to enable single sign-on.

    Configure Single Sign-On

  3. If you need to change to SAML mode from any another mode, click Change single sign-on mode on top of the screen.

    Configure Single Sign-On

  4. On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.

    Configure Single Sign-On

  5. On the Basic SAML Configuration section perform the following steps, if you wish to configure the application in IDP initiated mode:

    HubSpot Domain and URLs single sign-on information

    a. In the Identifier textbox, type the URL using the following pattern: https://api.hubspot.com/login-api/v1/saml/login?portalId=<CUSTOMER ID>

    b. In the Reply URL textbox, type the URL using the following pattern: https://api.hubspot.com/login-api/v1/saml/acs?portalId=<CUSTOMER ID>

    Note

    These values are not real. Update these values with the actual Identifier and Reply URL which is explained later in this tutorial. Contact HubSpot Client support team to get these values.

    c. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    HubSpot Domain and URLs single sign-on information

    In the Sign-on URL textbox, type the URL: https://app.hubspot.com/login

  6. On the SAML Signing Certificate page, in the SAML Signing Certificate section, click Download to download Certificate (Base64) and then save certificate file on your computer.

    Configure Single Sign-On

  7. On the Set up HubSpot section, click on copy button to copy the Login URL and Azure AD Identifier values.

    Configure Single Sign-On

  8. Open a new tab in your browser and log in to your HubSpot administrator account.

  9. Click on settings icon on the top right corner of the page.

    Configure Single Sign-On

  10. Click on Account Defaults.

    Configure Single Sign-On

  11. Scroll down to the Security section and click on Set up.

    Configure Single Sign-On

  12. On the Set up single sign-on section, perform the following steps:

    Configure Single Sign-On

    a. Click copy button to copy the Audience URl(Service Provider Entity ID) value and paste it into the Identifier textbox in the Basic SAML Configuration section in Azure portal.

    b. Click copy button to copy the Sign on URl,ACS,Recipient, or Redirect value and paste it into the Reply URL textbox in the Basic SAML Configuration section in Azure portal.

    c. In the Identity Provider Identifier or Issuer URL textbox, paste the Azure AD Identifier value which you have copied from the Azure portal.

    d. In the Identity Provider Single Sign-On URL textbox, paste the Login URL value which you have copied from the Azure portal.

    e. Open your downloaded Certificate(Base64) file in Notepad. Copy the content of it into your clipboard, and then paste it to the X.509 Certificate box.

    f. Click Verify.

Creating an Azure AD test user

The objective of this section is to create a test user in the Azure portal called Britta Simon.

  1. In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.

    Create Azure AD User

  2. Select New user at the top of the screen.

    Creating an Azure AD test user

  3. In the User properties, perform the following steps.

    Creating an Azure AD test user

    a. In the Name field enter BrittaSimon.

    b. In the User name field type brittasimon@yourcompanydomain.extension
    For example, BrittaSimon@contoso.com

    c. Select Properties, select the Show password check box, and then write down the value that's displayed in the Password box.

    d. Select Create.

Creating a HubSpot test user

To enable Azure AD users to log in to HubSpot, they must be provisioned into HubSpot. In the case of HubSpot, provisioning is a manual task.

To provision a user account, perform the following steps:

  1. Log in to your HubSpot company site as administrator.

  2. Click on settings icon on the top right corner of the page.

    Configure Single Sign-On

  3. Click on Users & Teams.

    Configure Single Sign-On

  4. Click Create user.

    Configure Single Sign-On

  5. Enter the email address of the user like brittasimon@contoso.com in the Add email addess(es) textbox and click Next.

    Configure Single Sign-On

  6. On the Create users section, please go through the every individual tab and select appropriate options and permissions for the user and click Next.

    Configure Single Sign-On

  7. Click Send to send the invitation to the user.

    Configure Single Sign-On

    Note

    User will get activated after accepting the invitation.

Assigning the Azure AD test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to HubSpot.

  1. In the Azure portal, select Enterprise Applications, select All applications.

    Assign User

  2. In the applications list, select HubSpot.

    Configure Single Sign-On

  3. In the menu on the left, click Users and groups.

    Assign User

  4. Click Add button. Then select Users and groups on Add Assignment dialog.

    Assign User

  5. In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.

  6. In the Add Assignment dialog select the Assign button.

Testing single sign-on

In this section, you test your Azure AD single sign-on configuration using the Access Panel.

When you click the HubSpot tile in the Access Panel, you should get automatically login page of HubSpot application. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources