Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Okta Trex Workflows Subscription - Okta Lifecycle Management plan
Overview
1/6
Okta Trex Workflows will allow customers to create an integration with HubSpot CRM from Okta Workflows.
https://www.okta.com/platform/workflows
Using HubSpot CRM connector, Okta Workflows users can manage customers , companies, deals information and association between them on HubSpot CRM
Features
Add company record
Connector action would allow to create company that records customers company details
Create a deal for customer
Connector action would allow to create a new deal, update details of existing deal, or delete a delete
Create record for customer contact
Connector action would allow to create , update customer contact record.
Establish association between customer, deal, company records
Use connector action to create association between customer and deal record.
App Functionality
Shared Data
Company | ||
Contacts | ||
Deal |
Reviews
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Pricing
Okta Lifecycle Management
$4
/monthOkta Lifecycle Management
$4
/month* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/01/2021
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