Using HubSpot for Confluence
How do I embed HubSpot CRM data in Confluence?
To embed HubSpot CRM data, use the app's macro within Confluence. Select the macro, then choose the specific type of HubSpot data you want to display (e.g., contacts, deals). Configure any additional options, such as filtering, to tailor the display to your needs.
Can I display HubSpot data dynamically in Confluence?
Yes, the integration allows for dynamic display of HubSpot data. This means that as the data updates in HubSpot, it will automatically refresh within your Confluence pages, ensuring you always have the latest information.
How do I configure which HubSpot data fields to display in Confluence?
When embedding HubSpot data using the app's macro, you can select and configure the fields you wish to display from the macro settings. Choose only the fields that are relevant to your Confluence page’s content or purpose.
Is it possible to edit HubSpot data directly from Confluence?
No, HubSpot data cannot be edited from Confluence, however, HubSpot data can be created from Confluence.
Can I restrict who can view the embedded HubSpot data in Confluence?
Yes, you can manage permissions within Confluence to restrict who can view or edit pages where HubSpot data is embedded, leveraging Confluence’s standard permission settings.
How does the integration handle updating the embedded HubSpot data in Confluence?
Embedded HubSpot data in Confluence is automatically updated through periodic synchronization with HubSpot, ensuring that displayed information reflects the current data in your CRM.
What should I do if the HubSpot data isn't displaying correctly in Confluence?
Check that the integration is correctly configured and that there are no connectivity issues. Ensure your HubSpot and Confluence permissions allow for the data syncing and display. If problems persist, consult the app’s support documentation.
How do I customize the visualization of HubSpot data in Confluence?
Visualization customizations can be done through the macro settings in Confluence, allowing you to select specific data fields, apply filters, or adjust the display format to best fit your page layout and design.
Can multiple HubSpot accounts be connected to a single Confluence instance?
Yes, the HubSpot for Confluence App does support multiple connections.
Where can I find more detailed user guides or documentation for the HubSpot for Confluence App?
For comprehensive guides, tutorials, and additional support resources, visit the app’s page on the Atlassian Marketplace or the Resolution website, where documentation.