Hubspot integration overview

Overview

HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place.

Hubspot is available as a Marketplace integration. The integration lets you easily create and update Hubspot records from within Persona.

A common way to use this integration is to update a Hubspot record automatically via a Workflow.

Prerequisites

To use this integration, you must have a Hubspot instance.

Authentication

The Hubspot integration authenticates using OAuth.

Steps

Before you begin

• Sign in to Hubspot in the web browser you’re using.

Set up

To set up the Hubspot integration:

1. In the dashboard, select Marketplace in the navigation sidebar.

2. On the Marketplace page, select the Explore tab.

   • This may be the default page.

3. In the list of integrations, select Hubspot.

4. In the upper corner, click + Add Connection.

5. In the permissions modal, click Allow.

Result

You’ll see the new connection on the Hubspot page.

Using the integration

Once the integration is set up, you can trigger the following Hubspot actions inside your Workflows. Note: If there are multiple options for these actions, choose the one with "OAuth" in the name.

• Create Hubspot Object
• Update Hubspot Object
• Find Hubspot Object

Objects map to the specific fields that exist within your Hubspot instance.

Third-party integrations are available to Enterprise and managed Growth customers. If you're interested in third-party integrations, please reach out to your Customer Success Manager or contact the Persona support team.

Plans Explained