Today, we are pleased to announce the public release of our HubSpot integration. Now, you can easily see all your HubSpot CRM data inside of Calixa. When you connect your HubSpot account, we will pull in all historical data and setup webhooks so all new data will keep flowing in real time.
Once you've linked your HubSpot account, you'll immediately start seeing your CRM data (Companies, Contacts, Deals, and Engagements) in the Calixa UI. Your HubSpot data will be automatically connected to your other customer data so that you can stop jumping from tab to tab.
Even better, you'll be able to create automated alerts based on your HubSpot account so you'll be able respond instantly whenever something happens. Get a Slack message when a big new Deal is created or get an email users are added to an account. Never again be caught unaware. You'll be on top of whatever is happening with your customers.
Calixa supports the following HubSpot objects:
- Companies
- Contacts
- Deals
- Engagements
How to connect your HubSpot account
You can easily connect your HubSpot account to Calixa during our onboarding process or afterwards click "Add Integration" our Integrations tab. We'll prompt you to sign into your HubSpot account to grant us access to your data.
Once you're signed in to your HubSpot, it will ask you to select the account you want to link. Pick the one you want and then click "Connect app". That's it! After that, you're all set.
