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Connect HubSpot

Connect HubSpot so your Flowstate Sail applications can act on your deals. A deal moving stage can start a workflow within seconds, with no nightly sync and nothing typed in twice. Workflow steps can read the deal, its contacts and its company. Flowstate only reads from HubSpot.

You need access to integrations. Ask your Flowstate admin.

Before you start

  • In HubSpot: someone who can install apps for your portal.

Connect HubSpot

HubSpot connects in one click. You approve the Flowstate app in HubSpot, with no key or token to copy.

  1. Go to Settings → Integrations, select Browse catalog and open HubSpot.
  2. Select Connect. HubSpot opens.
  3. Choose your portal and approve the Flowstate app’s read-only access to your CRM. You come back to Flowstate.

Deal changes are sent by the Flowstate app, so there’s nothing to set up in your portal.

What a workflow can use

  • Triggers: changes to a deal’s properties, such as its stage, amount, close date or your own properties.
  • Reads: deals, contacts and companies, read when a workflow step needs them.

Every record a workflow writes from a deal names the deal and the run that wrote it. See Build a workflow and Connect your systems.