HubSpot

Created by Didde Skov, Modified on Tue, 31 Mar at 11:18 AM by Didde Skov

With an integration between HubSpot and Board you will be able to showcase data from these data sets:

  • Calls
  • Carts
  • Deals
  • Invoices
  • Leads
  • Product lines
  • Meetings
  • Orders
  • Quotes
  • Tickets


To set up the HubSpot integration with Board, follow these steps:


  1. Go to Settings > Integrations
  2. Click on Add Integration and select HubSpot
  3. Optionally, name the data source if you have multiple data sources of the same type
  4. Click Next and then Start integration
  5. Optionally, click Check Credentials to validate the details. If everything is validated, it will be highlighted in green. 
  6. Finish by clicking Save. 

 


As we use OAuth 2.0 for integration between Board and HubSpot, Board will now navigate you to HubSpot to confirm that you allow access. If you are not already logged into HubSpot, you will first be asked to log in.



If you choose to use Delete data in HubSpot, we will not automatically receive information about the deletion. This means you will need to manually delete the data in Board and then resynchronize it. You can read more about how to do this here: Data handling : IntraManager A/S 


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