HubSpot Integration: Installation and Setup Instructions

Concord offers a robust integration with HubSpot, to help streamline document creation and sync data across both platforms.

Concord's HubSpot integration enables users to:

  • Quickly create Concord documents from HubSpot using pre-configured automated templates, and send them directly from HubSpot.
  • Automatically populate documents in Concord with HubSpot data.
  • Keep data in Concord and HubSpot up to date with two-way synchronization.

How to install Concord's HubSpot app

  1. Access the Integrations page

    • Navigate to the "Native Integrations" section in Concord.
    • You will see a list of CRM integrations available, including Salesforce and HubSpot.

  2. Enable the HubSpot integration

    • Click on the HubSpot toggle to turn the integration on.
    • Once the toggle is on, additional settings and information for the HubSpot integration will appear.
    • Click the downward arrow to expand the "Trigger details" option.

    • Click the URL field and add your API key.

  3. Connect to HubSpot
    • Click the "Connect" button to initiate the connection to your HubSpot account.
    • This will walk you through the OAuth 2.0 connection process.

  1. OAuth and account selection

    • You may be prompted to log in to your HubSpot account.
    • Choose the appropriate HubSpot account to connect to Concord.

  2. Review and approve permissions

    • Review the permissions Concord is requesting for your HubSpot account.

    • Confirm the connection by clicking "Connect app" if you agree with the permissions.
  3. Confirm successful authorization

    • Once the authorization is successful, you will see a confirmation screen indicating that you can close the page.

  4. Finalize the integration

    • Once you've completed the authorization, you may be redirected back to Concord's "HubSpot Connection" screen, which will show that the connection is now active.

    • Click "Finish" to complete the setup process.

  5. Integration completed!

    • A final screen or notification may confirm that HubSpot is now connected to your Concord account, and data synchronization is enabled.