Adding HubSpot data to Confluence

1. Embedding HubSpot Content

To include HubSpot content into any of your Confluence pages, you need to switch to the edit mode of the page first.
Type /HubSpot on the page ...

... or use the macro menu ...

  • Clicking on HubSpot CRM for Confluence will open the edit window, where you can search for objects such as contacts, companies and deals to embed. 

2. Choose Element Type

HubSpot CRM for Confluence allows you to query data by three types of elements:

  • Contact
  • Company
  • Deal

Within these elements, you can view and search data from their corresponding columns

  • Contact: Name, Email, Phone Number, etc
  • Company: Name, Industry, Country, etc
  • Deal: Deal Name, Deal Stage, Associated Contact, etc

Alternatively, you can choose All Elements to view corresponding data from all three (Name, Company, Deal).

The lists include all HubSpot default properties and custom-defined properties selected on the initial configuration.

3. Choose a search term

A search will look for results that match a string or partial string of data from all of the columns within an element

For example, in the below query, we searched “ha” for all elements and although it was a partial string, it matched data from the Contacts: Name and Email columns as well as Company’s Name column

Special Searches:

  • * queries all data 
  • *string queries data that contains the string
    • example: *ry will populate the string harry

Embedding HubSpot data

1. Selecting Data:

After performing a search, results can be selected and embedded directly or you can perform another search and add more data to embed.

Simply click on the data you want to select and it will be added to a list at the top of the macro

In the example below, Harry Potter has been selected and added to the Selected Contacts

2. Adding more data to Selected contacts

Once data is selected and added to the Selected Contacts list, another search can be performed and data from that search can additionally be added to the Selected Contacts list.

3. Deselecting Data:

Selected data can be deselected from the Selected Contacts list by unchecking the tick box icon on the left of each individual row of data.

By unchecking the check box, Hermine is removed from the Selected Data list.

4. Selecting Multiple Element types:

Because elements have different data columns, you can’t select rows from different elements and add them to the same Selected list.

If you want to add more than one type of element to the same Confluence page, you must save the embedded data and then add the different element type from a new HubSpot macro menu.

5. View on page:

After configuring the macro and closing the edit window, you can view the data on your confluence page.

In this view, some data are clickable and redirects to a new tab:

  • A contact-, company, or deal name redirects to the corresponding element in your HubSpot account.
  • Email opens your email app with the email address.
  • Phone Number opens your phone app with the phone number.
  • Website Url opens a new tab with the website.
  • Country / City / Street opens a new tab with the location in google maps

Advanced and custom filtering page: Filter your search results based on rules.

A new filtering option has been released to easily access HubSpot information based on different rules. 

On the left-hand side of your window, under  the "Apps" section you can click on "HubSpot Search" 

Select the "Element" you want to search for. 

Click on "Add filter" to see the filtering options. 

After you have applied your filtering options, click "Apply" to view your results. 

Creating HubSpot objects in Confluence:

Users with "Write / Update Permission" can create a HubSpot "Contact", "Company" or "Deal" from the HubSpot Search page which can be located by clicking on "HubSpot Search" under "Apps" on the left-hand panel 

Only users with "Write / Update Permission" will be able to see the blue "Create Element" button on the HubSpot Search page.

Click on "Create Element" and choose if you want to create a "Contact", "Company" or "Deal".
Once you have selected what Object you want to create, you need to complete the form and click on "Create Object" for it to be saved. 

Objects which are created will immediately be published within your connected HubSpot account

Uninstalling HubSpot for Confluence: 

Method 1: (within Confluence)

Within your Confluence Dashboard, find the "Apps" tab and then navigate to the "Manage apps" section

Once you've clicked on "Manage apps", you'll see your list of installed Confluence Apps.

Look for the HubSpot CRM for Confluence app and click on "uninstall"

Method 2: (within HubSpot)

Within your HubSpot dashboard, click on the "marketplace" icon, followed by "Connected apps" under the Manage section.

Find HubSpot CRM for Confluence within the Connected App section, click on "Actions" 

From the Actions drop-down, click "Uninstall", and follow the steps. 

You will be prompted to type "uninstall" in the text box, followed by clicking the final "Uninstall" button to confirm your action.