User Guide
6. Embedding HubSpot Content in Confluence
With the connection and permissions in place, you can start embedding HubSpot objects (Contacts, Companies and Deals) in Confluence pages. The app provides dedicated macros for a seamless experience.
6.1 How to Embed a HubSpot Object
Open or Create a Confluence Page
Navigate to the space and page where you want to add an abject.
Click Edit.
Insert the Macro
In the Confluence editor toolbar, click the plus icon (or type
/in the editor to open the macro search).Select HubSpot for Confluence (name may vary slightly depending on your version).
Configure the objects and how they will be embedded
An edit window will appear for the macro.
Select the desired HubSpot object type from the dropdown list.
Use the filtering option or the search field to find the desired objects to embed.
Insert & Publish
Click Insert to finalize the macro.
Publish or update the page.
Your HubSpot object will now appear on the Confluence page.
7. Creating HubSpot objects in Confluence:
Users with "Write / Update Permission" can create new Contacts, Companies, or Deals in HubSpot directly from Confluence. Follow these steps to create a HubSpot object:
7.1 Navigate to the HubSpot Search Page
In Confluence, go to the left-hand panel.
Click on "Apps" and select "HubSpot Search" from the menu.
7.2 Access the Create Option
If you have "Write / Update Permission", you will see a blue "Create Element" button on the HubSpot Search page.
If you do not see this button, ensure you have the required permissions.
7.3 Choose the Object Type
Click on "Create Object".
Select the type of HubSpot object you want to create:
Contact
Company
Deal
7.4 Fill in the Object Details
A form will appear based on your selected object type.
Complete the required fields with the necessary information.
7.5 Save the Object
Once all details are entered, click on "Create Object".
7.6 Object is Published in HubSpot
The newly created object will be immediately saved and available in your connected HubSpot account.
