App

CRM + Confluence App

Name: CRM + Confluence App
Rating: 3 (1 reviews)

HubSpot Certified App

Seamlessly embed HubSpot Companies, Contacts & Deals into Confluence.

Built by: resolution GmbH
Installs: 300+ installs
Rating: 3(1)

Requires CRM + Confluence App subscription

Requirements

HubSpot Plan

Works with all HubSpot plans

Learn more

HubSpot Account permissions

View the required account permissions

CRM + Confluence App Subscription

Up to 10 Users, 11 - 250 User, or 251+ Users plans

Overview

1/3 - Create HubSpot objects in Confluence

HubSpot CRM for Confluence provides seamless integration of HubSpot data in Confluence Cloud. Regardless of what you are working on, you can:

Share data about contacts, companies and deals

Inform all Confluence users and gather feedback from them

Confluence users can therefore track HubSpot data directly from a Confluence page.

HubSpot CRM for Confluence offers the quickest and most flexible experience for sharing HubSpot CRM data:

Embed HubSpot CRM contacts, companies and deals directly from Confluence
Find HubSpot CRM data in Confluence
Automatically update HubSpot CRM data in Confluence when it changes in HubSpot
Comply with GDPR and automatically remove personal data from Confluence when the corresponding record is removed from HubSpot CRM

View setup guide

Features

Create HubSpot objects in Confluence

Create HubSpot Contacts, Companies & Deals in Confluence. - Set user group permissions based on create and/or view access. - Define which HubSpot properties are needed. - Start creating customer data in Confluence.

3 Elements to Search By

Query different data points from your HubSpot CRM: -Contact: Name, Email -Company: Name, Industry, Country -Deal: Name, Stage, Associated Contact

Dynamic Data

Embedded data updates automatically if you add more information to a deal, a customer’s contact details changes, or even if data needs to be deleted as per GDPR.

App Functionality

Shared Data

Data Source	Sync Direction	In HubSpot In HubSpot
Companies		Companies Companies
Contacts		Contacts Contacts
Deals		Deals Deals

More info about shared data

Administrators can limit the usage to specific Atlassian User Groups (Permission Management)

Reviews

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Limited

Limited filters available for data (max 3), and not being able to group items when on a page, made it something I couldn't use.

What problem are you trying to solve?

I wanted to make it easy for reporting to be shown as a confluence doc - instead of exporting as a google sheet - that we could update directly from confluence.

Sutton, S.

Technology - Software

51 to 200 employees

Reply from Shephard, A., resolution GmbHFeb 5, 2023

Hi Sarah, Thank you for the feedback, we are happy to assist you in getting more out of your experience using HubSpot for Confluence. We would love to discuss this issue you are facing, and better understand how you use the app in your day-to-day activities. Feel free to reach out to us for a meeting, and we will be happy to assist you in using the filters in a Confluence page when embedding grouped data. You can reach me at c.joubert@resolution.de We look forward to hearing from you.