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Getting Started

4. Connecting to HubSpot

To enable the embedding of HubSpot objects, you first need to connect Confluence to your HubSpot account.

  1. Open the HubSpot Connection Page

    • Navigate to Manage AppsAtlassian marketplaceHubSpot Configuration.

  2. Create a Connection

    • Click Create Connection to configure the connection, and click Ok.

    • Click Connect to be redirected to HubSpot’s authentication page.

    • Log in with your HubSpot credentials and grant the necessary permissions.

  3. Verification

    • Once authenticated, you’ll be redirected back to Confluence.

    • A success message will confirm that Confluence is now connected to your HubSpot portal.

    • If you have multiple HubSpot accounts, ensure you select the correct portal before finalizing the connection.

Tip: If you need to switch to a different HubSpot account in the future, simply disconnect and reconnect using the same steps, or add another connection.

Create a Connection HubSpot for Confluence Annotated.webp

5. Permissions Management

5.1 Confluence Permissions

View Permissions

  • By default, any Confluence user who can view a page with an embedded HubSpot asset will see that asset, unless your Confluence space/page has specific view restrictions.

Create (Edit) Permissions

  • Only users with the permission to edit Confluence pages can insert or modify embedded HubSpot object data.

  • If you want to restrict who can insert HubSpot data, configure page or space-level permissions accordingly.

5.2 HubSpot Permissions

  • Objects: The user who connects Confluence to HubSpot must have adequate HubSpot admin permissions.

Permission Management HubSpot for Confluence Annotated.webp

Re-enabling macro data after the connection was deleted

If your HubSpot data is no longer showing within the macro as a result of the connection being deleted you simply have to follow these steps in order for it to work again:

  1. Create a new connection. 

  2. Go to your Confluence page with the macro and edit it. 

  3. When the edit modal of the macro opens, the valid connection is automatically selected. 

  4. Save the macro with the new connection again.

  5. Proceed with all of your macros.