4  min read

How to Connect HubSpot with Integrately

May 21, 2021
Table of Contents

    Intro

    Here’s a complete guide on how to connect your HubSpot account with Integrately step-by-step.

    When trying to create an automation that includes HubSpot, you need to follow a few easy and simple steps, listed below.

    How To Connect HubSpot With Integrately – Step By Step

    Step 1: Log In to Integrately

    Go to integrately.com and log in to your account.

    👉 If you don’t have an account yet, you can sign up for free.

    Step 2: Search for HubSpot in Integrately

    Once you’re logged in, you’ll land on the Integrately dashboard. Here’s what to do.

    1. In the search bar at the top, type HubSpot
    2. Select HubSpot
    3. You’ll now see all available HubSpot automations –  or you can select a second app like Slack or Google Sheets to find a specific automation

    Step 3: Choose an Automation

    Choose a pre-built automation that matches what you want to do.

    For example, you can pick an automation like:

    • HubSpot to Slack

    Once you find the right one, click Activate.

    Step 4: Connect Your HubSpot Account

    After clicking Activate, Integrately will prompt you to connect your HubSpot account. This is a one-time setup.

    Click “ Sign in to HubSpot”.

    Step 5: Authorize HubSpot via OAuth (Important!)

    After clicking Sign in to HubSpot, you’ll be redirected to HubSpot’s authorization page. 

    This is HubSpot’s official OAuth flow, and it’s required to securely connect your account.

    On this screen:

    1. Log in to your HubSpot account if you aren’t already
    2. Select the HubSpot account/portal you want to connect (if you have multiple)
    3. Review the permissions (scopes) that Integrately is requesting – these typically include access to contacts, deals, and companies
    4. Then tick the checkbox to confirm that you understand and agree to the app’s terms and privacy policy. After that, click Connect app to continue.

    Once you click Connect app, HubSpot will redirect you back to Integrately, and your account will be connected successfully

    Step 6: Connect Your Second App (e.g., Slack)

    Now connect the second app in your automation. Click Connect next to Slack and follow the same OAuth flow.

    Once both apps are connected, you’ll be taken to the field mapping screen, where you tell Integrately what data to pass from HubSpot to Slack.

      Integrately pre-fills many of these for you automatically.

      Step 7: Test and Activate Your Automation

      Before going live:

      1. Check that all required fields are mapped correctly
      2. Review the setup once
      3. Click “Test & Turn On

      That’s it! Your HubSpot integration is now live. Every time the trigger fires in HubSpot, Integrately will automatically run your action – no manual work needed.

        Integrately pre-fills many of these for you automatically.

        How To Uninstall ‘HubSpot’ From Integrately

        From Integrately:

        1. Go to your “ Automation Page.”


        2. Locate the automation you wish to Deactivate and click on the ‘Power’ button to deactivate the automaton

        3. Now click on the 3 dots on the rightmost side of the automation name

        4. Choose the ‘Delete’ option

        5. Click on ‘Connected Accounts’

        6. Locate your HubSpot account and click on ‘Disconnect’

        You can disconnect your HubSpot account from Integrately only if that account is not being used in any other automation. In other words, uninstalling your HubSpot account from Integrately requires deleting the automation. And once the automation is deleted, so is the history associated with it.

        Therefore, uninstalling the HubSpot account will erase all the data pertaining to that automation from Integrately, permanently.

        Conclusion

        If you’re still manually updating contacts, sharing lead details with your team, or moving data between HubSpot and other apps, this is a good time to automate those steps.

        With Integrately, you can connect HubSpot with tools like Slack, Gmail, Google Sheets, and many more, so the repetitive work happens automatically in the background. 

        If you want to see what’s possible before setting things up, you can also explore theseready-made HubSpot automations and pick one that matches your workflow.

        And if you get stuck anywhere, Integrately’s team is available 24/5 via live chat to help you with setup at no extra cost.

        Frequently Asked Questions

        Is Integrately free to use with HubSpot?

        Yes. Integrately offers a free plan, so you can connect HubSpot and start automating basic workflows without paying upfront. If you need more tasks, premium apps, or advanced features, you can move to a paid plan later.

        You can check the latest plan details on the Integrately pricing page.

        Is it safe to connect HubSpot to Integrately?

        Yes. Integrately uses HubSpot’s official OAuth authorization flow, which is the standard secure method used to connect third-party apps.

        You review and approve the access during setup, and you can disconnect the app anytime from your HubSpot account settings.

        How many HubSpot automations can I set up with Integrately?

        You can choose from thousands of ready-made HubSpot automations covering common use cases like contacts, deals, companies, forms, tasks, and more.

        You can also run multiple automations at the same time, depending on the workflows you want to set up.

        Can I connect HubSpot to multiple apps with Integrately?

        Yes. You can connect HubSpot with multiple apps, such as Slack, Gmail, Google Sheets, Mailchimp, Calendly, and many more.

        Each automation works as its own separate workflow, so you can manage them individually based on your needs.
        Author - Vasudha Pagare
        Vasudha Pagare is a skilled content writer specializing in no-code automation, app tips, and simplifying tech for non-techies. With a background in microbiology, she took an unconventional path into tech writing, where she excels at breaking down complex concepts into clear, relatable content. From in-depth blogs to user-friendly app guides and easy-to-follow help docs, she loves making automation simple and approachable for everyone. When she's not crafting content, she enjoys exploring different book genres, traveling, and immersing herself in music.

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