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ensures customer data is accurate across all systems and removes the extra work of copying/pasting data that may become outdated.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, you can embed boards with a free account; however, specific capabilities may vary depending on your monday.com subscription.
To embed a monday.com board on a Confluence page, the sharable board link from monday.com must be copied and pasted into the monday.com for Confluence window. (Open the monday.com for Confluence window by typing “/mon” within the Confluence page.)
Is real-time updating of embedded monday.com boards supported in Confluence? Yes, all of the embedded data is updated in real-time from the moment the data is published within the monday.com instance.
No, the current version of monday.com for Confluence does not support in-app notifications.
Yes, you can embed specific items or entire groups of items from your monday.com boards into Confluence. During the embedding process, you select which items or groups to embed and customize the view.
No, it’s only possible to view monday.com content from Confluence and interact with it through actions like collapsing or expanding groups of items. Editing capabilities are not provided through the integration.
Access control to embedded boards is managed through Confluence’s page permissions. Restrict access to specific pages to control who sees the embedded monday.com boards.
Update frequency can vary based on the development cycle and user feedback. Regular updates are essential for maintaining feature parity and system security.
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