Note: This feature is only available on our Enterprise plan. Please reach out if you are interested in upgrading, or if you are already an Enterprise customer and wish to use this integration.

Features

  • Sync SafeBase activities as Notes for Contacts and Companies

  • Auto approve based on Account Status

  • NDA override based on Account Status

  • Create new Contacts and Accounts from new Leads (coming soon)

Topics covered in this article:

Connecting to HubSpot

To connect to HubSpot, you can find the Connect button in the Settings page. You must be a SafeBase admin for this to be visible.

You can close any modal that asks for a Developer Key. This integration does not require a Developer API Key at this time.

You will then be prompted to establish a new connection. At this point in time we only support connecting to one HubSpot instance at a time. For testing purposes, we recommend connecting to a sandbox environment first.

Note: At this point in time our integration only supports a single connection. If you are finished with testing in your sandbox, please remove it before connecting to production.

Login using a user with the appropriate permissions to proceed.

Required permissions:

  • Write access to notes

After logging in you will be asked to approve the connection.

See below for the permissions required by the account that you use for connecting. You should be able to create an integration user for this connection and do not have to use a full admin account.

If the connection was successful, you will see the a HubSpot connected message.

If you hit Next, you will be asked for the Events that you wish to sync to Contacts and Companies.

  • Note: These events will only be written as Notes a Company if the Contact is linked to a Company. If a Contact is not linked to a company, there will only be a Note written to the Contact.

Click on Finish to complete the setup. If you wish to make changes afterwards, simply click on the wrench icon next to the Disconnect button.

Seeing Activities in HubSpot

Based on the Events you chose to sync, you will now be able to see them as Notes for Contacts in the Activities tab.

Note view for Contact

Note view for Company

Auto Approve Using Custom Rules

We now have the ability to automatically approve access requests and override NDAs based on custom rules using both standard and custom HubSpot fields.

Here are some use cases that we have configured for customers:

  • Auto approve Companies with an ARR above a certain monetary amount

  • Auto approve anyone other than Companies marked as "Competitor"

  • Auto approve Companies with an NDA signed date within the past year

  • Override NDAs for customers with a Type of "Customer" and require NDAs for everyone else

  • Override NDAs only if the NDA was signed in the last 6 months

Troubleshooting

  • If you do not see any notes being created, verify that the connection user has permissions to read Contacts/Companies and create notes.

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