HubSpot for Confluence is an integration solution designed to embed real-time HubSpot data directly into Confluence pages, transforming documentation into a dynamic, customer-centric workspace. This software allows users to view and create HubSpot Contacts, Companies, and Deals without needing to leave their Confluence environment, thereby streamlining workflows and enhancing team collaboration. It enriches project documentation with relevant CRM context, ensuring that product, sales, and support teams have shared visibility into customer information right where they work. The integration offers enterprise-grade security through OAuth 2.0 authentication and provides controlled access with customizable user permissions within Confluence. Its easy setup process allows for quick installation from the Atlassian Marketplace, connecting in minutes without requiring complex configuration or technical expertise. By centralizing customer data within Confluence, the solution helps teams stay aligned, make informed decisions, and improve overall operational efficiency by providing a single source of truth for customer interactions.

Features & Benefits

• View Live CRM Data
  • Embed real-time HubSpot Contacts, Companies, and Deals directly into any Confluence page, ensuring teams always see the latest information without switching tools.
  • Embed individual Contacts with full details
  • Display Company Information and Properties
  • Show Deal stages and values
  • Auto-refresh to show latest data
• Create HubSpot Records from Confluence
  • Allows users to create new HubSpot Contacts, Companies, and Deals directly from Confluence pages, supporting custom properties and instant synchronization to HubSpot.
  • Quick-create customer data from Confluence
  • Supports custom HubSpot properties
  • Set up user permissions for data creation
  • Instant sync to HubSpot
• Contextual CRM Data & Collaboration
  • Enriches project documentation with relevant customer information, fostering cross-functional team alignment and shared visibility into customer data within the documentation workspace.
• Search and Link CRM Data
  • Provides smart search capabilities to quickly find and link HubSpot objects within Confluence documentation.
  • Search across Contacts, Companies & Deals
  • Filter by properties & criteria
  • Preview before embedding
  • Bulk embed multiple records
• Secure & Easy Integration
  • Offers enterprise-grade security with OAuth 2.0 authentication and customizable user permissions, alongside a simple installation process from the Atlassian Marketplace requiring no complex configuration.