Integrate your
boards into Confluence
Seamlessly embed HubSpot into Confluence Cloud to ensure a single source of customer data across all systems
HubSpot CRM for Confluence
BENEFITS
A Single Source of Truth
Using HubSpot for Confluence ensures customer data is accurate across all systems and removes the extra work of copying/pasting data that may become outdated. Have direct and responsive actions as you engage with your data.
Dynamic Data
HubSpot for Confluence now supports custom HubSpot properties. Your custom properties will automatically update in Confluence, as you create them in HubSpot.
Embedded data in Confluence updates automatically when you add more information to a deal, a customer’s contact details changes, or even if data needs to be deleted as per GDPR.
INTEGRATE YOUR HUBSPOT BOARDS IN CONFLUENCE
Publishing HubSpot CRM contacts, companies, and deals will change how your teams collaborate around your existing customer opportunities.
RESOLUTION IS TRUSTED BY OVER 8,000 CUSTOMERS WORLDWIDE
Frequently Asked Questions (FAQ)
Yes, the integration allows for the real-time display of HubSpot data within Confluence, ensuring that users always have access to the most up-to-date information.
The integration allows for filtering and searching HubSpot data based on specific criteria when embedding it, enhancing the relevancy and specificity of the data displayed.
Yes, you have the ability to customize which data fields from HubSpot CRM are displayed within Confluence. This can be configured within the app’s settings, allowing you to select specific fields that are most relevant to your team.
The integration allows you to display a variety of HubSpot information, including contacts, companies and deals directly within your Confluence pages.
Yes, the integration allows for dynamic display of HubSpot data. This means that as the data updates in HubSpot, it will automatically refresh within your Confluence pages, ensuring you always have the latest information.
Yes, you can manage who has access to the Confluence pages displaying HubSpot data using Confluence’s built-in page permissions and restrictions, tailoring accessibility to specific user roles or groups.
Yes, within the macro settings, you should have the option to select and customize which contact fields are displayed, allowing you to tailor the information according to your team’s requirements.
Within a Confluence page, navigate to the HubSpot Search page and click the “Create Object” button. Fill out the necessary fields for the contact information and submit. The contact should then be created in HubSpot.
No, new objects are not automatically added to Confluence pages. Objects need to be added to the Confluence pages manually.
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