Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Okta Prod Workflows Subscription - Okta Lifecycle Management plan
Overview
1/6
Okta Prod Workflows allows customers to create integration with HubSpot CRM from Okta Workflows
https://www.okta.com/platform/workflows
Using HubSpot CRM connector, Okta Workflows users can manage customer, companies, deals information and association between them using HubSpot CRM
Features
Add company record
Create customer's company record using connector action
Create a deal for customer
Create a new deal record, update details of the existing deal or delete an existing deal record.
Create a record for customer contact
Connector action would allow to create, update customer contact record.
Add association between customer, deal, company records
Use connector action to create association between customer and deal record.
App Functionality
Shared Data
Companies | ||
Contacts | ||
Deals |
Reviews
- 18. nov. 2022
Love it
Can't begin to go into just how much time Okta Workflows saves me and my team over previously manually repetitive processes.
Automating employee, contractor and project onboarding across tooling
Helper flows make it so much easier to improve upon and chain together API processes or even automate things that some of our tools don't allow direct automation on.
The number of functions within some of the integrations pale compared to what can be achieved by API functions, but we're able to overcome this by designing and chaining together functions into helper flows.
Coleman, S.
Technology - Software - 51 to 200 employees
- 13. mai 2021
seamless HubSpot integration with okta you can automate everything with your HubSpot crm
HubSpot is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service, or build a powerful website. Today, over 95,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The HubSpot Marketing Hub helps you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale. HubSpot's partnership with Okta enhances security while improving ease of access with Single Sign-On (SSO).
managing contacts and creating contact owners and putting them all in one org
Inc, P.
Banking/Financial Services - 201 to 1,000 employees
Pricing
Okta Lifecycle Management
USD 4
/monthOkta Lifecycle Management
USD 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: 04.09.2025
Populært nå
