HubSpot CRM for Confluence Current: Getting Started Getting Started WelcomeWith HubSpot CRM for Confluence you will have native HubSpot CRM data without moving away from Confluence! Follow this quick guide to get started.Step 1: Connecting your Hubspot AccountFind the Hubspot Configuration in Confluence Settings> Atlassian MarketplaceClick on Create Connection In the pop-up window, give a name to the connection and select which user groups in Confluence will have the permission to use the connectionBack on the Hubspot Configuration, click on the Authenticate button for the new connection, then login to HubspotStep 2: Set up custom preselected columns for specific user groups:Select the user-group that you want to give the HubSpot access to, then navigate to the next section "Preselect columns"Within the "Preselect columns" section, you will find three dropdown menus:- Manage columns for Contacts- Manage columns for Companies - Manage columns for DealsOnce you have clicked on the dropdown menus, you will see that you can select or unselect the HubSpot properties of your choice.The lists include HubSpot default properties and your custom defined properties as well.After you have chosen your preferred properties per column, you can go ahead and press "Ok", this will then save your selected propertiesper column for the user group which you have selected. Step 3: Start embedding Contacts, Companies, and DealsFirst, let's trigger the Hubspot CRM for Confluence app:Method 1: Slash HubSpotType /HubSpot to launch the app and select HubSpotThen add the link into the url fieldMethod 2: Macro menuClick on the macro dropdown, then on View more Find and embed Hubspot CRM dataOn the macro, follow these three steps:Define what kind of entity you're looking for – or look across Contacts, Companies, and DealsEnter a search term (enter * to yield every result)Select which of the resulting entities you want to embed in the page These actions are only possible while editing the Confluence page. TRANSLATE with xEnglishArabicHebrewPolishBulgarianHindiPortugueseCatalanHmong DawRomanianChinese SimplifiedHungarianRussianChinese TraditionalIndonesianSlovakCzechItalianSlovenianDanishJapaneseSpanishDutchKlingonSwedishEnglishKoreanThaiEstonianLatvianTurkishFinnishLithuanianUkrainianFrenchMalayUrduGermanMalteseVietnameseGreekNorwegianWelshHaitian CreolePersian TRANSLATE with COPY THE URL BELOW BackEMBED THE SNIPPET BELOW IN YOUR SITE Enable collaborative features and customize widget: Bing Webmaster PortalBackTRANSLATE with xEnglishArabicHebrewPolishBulgarianHindiPortugueseCatalanHmong DawRomanianChinese SimplifiedHungarianRussianChinese TraditionalIndonesianSlovakCzechItalianSlovenianDanishJapaneseSpanishDutchKlingonSwedishEnglishKoreanThaiEstonianLatvianTurkishFinnishLithuanianUkrainianFrenchMalayUrduGermanMalteseVietnameseGreekNorwegianWelshHaitian CreolePersian TRANSLATE with COPY THE URL BELOW BackEMBED THE SNIPPET BELOW IN YOUR SITE Enable collaborative features and customize widget: Bing Webmaster PortalBack SAML Single Sign-On is available for Atlassian Server & Atlassian Data Center products. Our Jira Data Center, Confluence Data Center, Bitbucket Data Center, Jira Server, Confluence Server, Bitbucket Server and other apps are all available on the Atlassian Marketplace.