App Overview

What is the main purpose of integrating HubSpot CRM with Confluence?

The main purpose is to seamlessly embed and access HubSpot CRM data such as contacts, companies, and deals directly within Confluence pages, enhancing collaboration and data accessibility for teams.

How do I install the HubSpot for Confluence integration?

Installation typically involves adding the app from the Atlassian Marketplace to your Confluence instance and then configuring it by connecting your HubSpot account through the app settings within Confluence.

Can I display real-time HubSpot data in Confluence pages?

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.

Is it possible to edit HubSpot data directly from Confluence?

While viewing and embedding HubSpot data is a core feature, editing this data directly from Confluence might depend on the specific capabilities of the integration. Typically, editing would be done within HubSpot itself.

What types of HubSpot data can I embed within Confluence?

You can embed various types of data including contact details, company information, and deal stages, depending on the integration’s features and permissions set in HubSpot.

How does the integration handle data security and privacy?

Data security and privacy are typically managed through HubSpot's and Confluence's existing security protocols, with additional settings in the integration to control data access and visibility based on user roles and permissions.

Are there any prerequisites for using the HubSpot for Confluence integration?

Prerequisites might include having active accounts for both HubSpot CRM and Confluence, with necessary permissions to install third-party apps, and possibly API access enabled in HubSpot.

Can I filter or search HubSpot data when embedding it in Confluence?

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.

What support options are available for the HubSpot for Confluence integration?

For support, please contact the Resolution support team here.

How can I keep track of updates or new features for the integration?

Updates and new features are commonly announced through the Atlassian Marketplace, the Resolution website, and email newsletters. Users are encouraged to follow these channels for the latest information.