Hubspot CRM + Confluence App for Teams
Seamlessly embed HubSpot into Confluence Cloud to ensure a single source of customer data across all systems
How to embed HubSpot into Confluence
1. Type /HubSpot in Confluence
2. Search by company, name or deal
3. Select the records, choose the columns and embed!
Works for free & premium users
3 Elements to Search By
Query different data points from your CRM:
-Contact: Name, Email, Number
-Company: Name, Industry, Country
-Deal: Name, Stage, Associated Contact
Interactive data points: immediate engagement with info such as email.
You can now import your Custom HubSpot Properties
Automatically import custom HubSpot properties into Confluence.
It's important to keep sensitive data safe! Choose which user groups have access to specific deal, contact or company data, by pre-selecting custom columns.
With HubSpot CRM for Confluence your CRM remains the single source of truth for all customer data.
Works for free and paid HubSpot accounts.
Avoid outdated data as your embedded data in Confluence updates automatically if you add more information to a deal, customer’s contact details change, or even if data needs to be deleted as per GDPR. You are no longer limited to only making use of HubSpot properties in Confluence, as all of your custom HubSpot properties will now automatically import into Confluence as well.
Read more about the benefits here
Interactive engagement with your information: you can now navigate directly to your Hubspot CRM: clicking on a Deal, Contact, or Company within a Confluence page will open the Hubspot CRM in a new browser tab while clicking on Email will open your default Email platform, and clicking on a telephone number will allow you to make a call.
This app offers additional security, reliability, and support through:
- Cloud security participation
- Reliability checks
- 24hr support response time
- and more.
Privacy and security
Hubspot CRM + Confluence App for Teams integrates with your Atlassian product. This remote service can:
- Read data from the host application