integrations / 
Hubspot

Hubspot

 + Trustpage

Connect your Hubspot instance to push Trust Center activity to contact records.

Overview

Update Hubspot Contacts with tasks when users request access to resources, and create tasks when users view security-related resources.

Events and actions

Our Hubspot integration enables you to sync contact and activity data from your Trust Center, including:

  • Create new contacts in Hubspot: Automatically migrate Trust Center users to Hubspot and create new Contacts if none are found.
  • Create Task for Review Request: Automatically add Tasks to HubSpot Contacts with a link to review the request.
  • Create Task for Resource Request: Automatically add a Tasks to HubSpot Contacts with link to review the request.
  • Create Task to Follow Up on Resource View: Automatically add Tasks to HubSpot Contact page to follow up on resource views.
  • Create Note for Resource View: Automatically add a note to HubSpot Contact page each time a user views a resource that was shared with them.

Our Hubspot integration enables your team to take action in your Trust Center from within your Hubspot instance, including:

  • Approving or denying review requests.
  • Approving or denying resource access requests.

Documentation

To get step-by-step instructions for setting up a Hubspot integration in your Trust Center, visit our Help Center.

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