With 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 Account

  • Find the Hubspot Configuration in Confluence Settings> Atlassian Marketplace

  • Click 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 connection

  • Back on the Hubspot Configuration, click on the Authenticate button for the new connection, then login to Hubspot

Step 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 Deals

  • Once 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 properties
    per column for the user group which you have selected.  

Step 3: Start embedding Contacts, Companies, and Deals

First, let's trigger the Hubspot CRM for Confluence app:

Method 1: Slash HubSpot

  • Type /HubSpot to launch the app and select HubSpot

  • Then add the link into the url field

Method 2: Macro menu

  • Click on the macro dropdown, then on View more

Find and embed Hubspot CRM data

On the macro, follow these three steps:

  1. Define what kind of entity you're looking for – or look across Contacts, Companies, and Deals
  2. Enter a search term (enter * to yield every result)
  3. Select which of the resulting entities you want to embed in the page

These actions are only possible while editing the Confluence page.