Data Sharing

To share HubSpot CRM data in Confluence, insert the app's macro into a Confluence page, select the type of data (e.g., contacts, deals) you wish to display, and customize the display settings as needed to fit your informational requirements.

Can I restrict access to shared HubSpot data within Confluence based on user roles?

Yes, you can manage who has access to the Confluence pages displaying HubSpot data using Confluence’s built-in page permissions and restrictions, tailoring accessibility to specific user roles or groups.

Is real-time data syncing between HubSpot and Confluence supported?

Shared HubSpot data in Confluence is kept up-to-date through automatic synchronization, ensuring that changes in HubSpot are reflected in Confluence in near real-time or at scheduled intervals.

Utilize the app’s macro across Confluence pages and rely on the app’s automatic synchronization feature. Consistency is maintained by the app pulling the latest data from HubSpot for each embedded instance.

What types of HubSpot CRM data can be shared in Confluence?

You can share a wide range of HubSpot CRM data, including contacts, companies and deals. The app’s capabilities may expand based on user feedback and updates.

How can external collaborators view HubSpot data shared in Confluence?

External collaborators need to be granted access to the Confluence page where the HubSpot data is shared. Ensure they have the necessary permissions without compromising data security protocols.

Can I customize the layout and fields of HubSpot data displayed in Confluence?

The HubSpot macro used in Confluence provides options to customize which data fields are displayed, allowing you to tailor the information presented according to your needs.

What happens to the shared HubSpot data in Confluence if I update or delete the source data in HubSpot?

Updates or deletions made in HubSpot will synchronize with the shared data in Confluence based on the app’s syncing settings, ensuring that the Confluence displays are always aligned with the most current HubSpot data.

Is it possible to filter the HubSpot data displayed on a Confluence page by specific criteria?

When embedding HubSpot data, you should be able to apply filters directly within the app’s macro settings, allowing you to display data that meets specific criteria, such as deals in a particular stage.