Embedding CRM Data in Confluence

How do I start embedding HubSpot CRM data into my Confluence pages?

Begin by inserting the HubSpot app macro into your Confluence page. In the macro settings, select the type of CRM data (such as contacts, deals, companies) you want to embed, configure any necessary filters, and then save to display the data.

Can I customize which fields are displayed when embedding HubSpot contacts in Confluence?

Yes, within the macro settings, you should have the option to select and customize which contact fields are displayed, allowing you to tailor the information according to your team's requirements.

How can I ensure that embedded HubSpot data in Confluence is always current?

The integration automatically keep the data updated in real-time. Ensure your HubSpot and Confluence integration settings are correctly configured to facilitate continuous data synchronization.

Is it possible to restrict access to embedded HubSpot data within Confluence?

Access to embedded HubSpot data can be controlled using Confluence's page permissions, restricting viewability to authorized users based on their roles or groups within your organization.

How do I embed a specific HubSpot deal or contact report in Confluence?

Use the macro to select the report type you wish to embed. If specific report embedding is supported, you may need to identify the report by ID or configure the display settings accordingly.

How can I update or change the type of embedded HubSpot data on a Confluence page?

Edit the Confluence page and then modify the macro settings used to embed the HubSpot data. You can change data types, adjust filters, or select different fields to display as needed.

Where can I find documentation or tutorials for embedding HubSpot data in Confluence?

Detailed documentation and tutorials are available on the app’s listing in the Atlassian Marketplace, or through the Resolution official support and documentation portals.