Creating Objects from Confluence

How do I create a new HubSpot contact directly from Confluence?

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.

Can I create HubSpot deals or tasks from a Confluence page?

Yes, similar to creating contacts, select the appropriate option within the integration interface in Confluence to create deals or tasks, input the required information, and submit to have them reflected in HubSpot.

Is it possible to customize the fields available when creating a HubSpot object from Confluence?

Yes, you are able to customize which fields are displayed in the creation form within Confluence by configuring the app settings to match your HubSpot configurations.

What permissions are needed to create HubSpot objects from Confluence?

Users will need to have the appropriate permissions set in both Confluence and HubSpot to create objects, typically requiring the ability to edit Confluence pages and create or edit objects in HubSpot.

Can multiple users create HubSpot objects from the same Confluence page?

Yes, as long as users have the required permissions in both Confluence and HubSpot, multiple individuals can create objects from the same page.

How can I track the HubSpot objects created from Confluence?

Created objects can be tracked in HubSpot with the use of a specific property, tag, or by noting the Confluence page URL in the object’s details for reference.

Can I set default values for certain fields when creating HubSpot objects from Confluence?

No, this feature is currently not supported within the HubSpot for Confluence App.