Integration

HubSpot

Contacts, deals, timeline events and deal attribution to campaigns.

What it does in Collabre

HubSpot connects your CRM to the Campaigns you run in Collabre. Collabre syncs your HubSpot contacts and deals, pushes content events to HubSpot as timeline events, tracks marketing events, and lets you attribute a deal to the Campaign that earned it. Pipeline sits next to the content work that produced it, so nobody has to line the two up in a spreadsheet at the end of the quarter.

Everything lands on the HubSpot CRM screen. Summary cards count your contacts, deals and marketing events, with a tab for each. Contacts show name, email, company and lifecycle stage. Deals show amount, close date and stage, and whether the deal is already attributed to a Campaign. Marketing events show their type, start date and a badge when a Campaign is linked. Like every integration, HubSpot syncs on a schedule, refreshes its own credentials and reports connection health, and you can pull the latest at any time with Sync from HubSpot.

How to connect it

  1. Open Integration Hub from the Integrations group in the sidebar.
  2. Find HubSpot under CRM and press Connect.
  3. Sign in on HubSpot's own consent screen and choose the HubSpot account Collabre may use.
  4. Back in Collabre, the card shows Connected with the account name.
  5. Open HubSpot CRM from the sidebar and press Sync from HubSpot to pull your contacts and deals.

The connection is stored against your Workspace. Disconnect from the same card at any time.

Using it on a Campaign

Say your team runs a product launch Campaign with a webinar, an email series and a run of social posts. Connect HubSpot before launch day. As deals start to close, open the Deals tab on the HubSpot CRM screen and press Attribute on a deal. Search for the launch Campaign, select it and press Attribute Deal. The deal now carries an Attributed badge, and the Campaign's performance view reads it alongside its goals and attribution, so the launch review shows revenue next to the posts and emails that led to it.

Questions

Contacts and deals, plus marketing events. Contacts arrive with name, email, company and lifecycle stage. Deals arrive with amount, close date and stage, ready to attribute to a Campaign.

Yes. Collabre pushes content events to HubSpot as timeline events, so the activity your Campaigns generate is visible in HubSpot as well as in Collabre.

Collabre marks the connection unhealthy, shows an Error state on the Integration Hub card and stops trusting its data rather than reporting a silent zero. Connect again from the same card and grant the permissions again.

Where it shows up

HubSpot is used in Campaigns and approvals. Connect the account in the Integration Hub in a Workspace.

See every integration

See it on your campaigns

Collabre is in private beta. Request a demo and we will walk through your workflow with you.