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.