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
Customizable HubSpot Properties
It is important to keep sensitive data safe! Customize 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Avoid outdated data as your embedded data in Confluence updates automatically if you add more information to a deal, customer’s contact details change, or even if data needs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.
Read more benefits here
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.
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