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.
For standard integrations that will not be leveraging Custom Rules, the integration account will need access to the following fields:
Contact
Read access to:
Email
Primary Company id
Owner id
Contact id
Write access to:
Notes (if Seeing Activities in HubSpot feature is to be used)
Company
Read access to:
Name
Owner id
Company id
Primary domain
Additional domains
Write access to:
Notes (if Seeing Activities in HubSpot feature is to be used)
Owner
Read access to:
Owner id
Archived
User id
Note: If using Custom Rules, the integration will need Read access to any fields that are used as part of a Custom Rule.
We are currently working on the following optional beta features that will require the following permissions:
Creating a New Contact After a SafeBase Access Request
Contact
Write access to:
Type: lead/customer
First name
Last name
Email
Company
Website
Owner (optional)
Editing a Company to Include SafeBase Data
Company
Write access to:
A field to track if an NDA was Signed through SafeBase
A field to track the number of users that have been invited to SafeBase for this Company
When connecting, you will see an OAuth popup asking you to allow our middleware service Tray.io to get access to your HubSpot instance.
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
For more details on what is possible using the Rules Engine, please see this article.
Troubleshooting
If you do not see any notes being created, verify that the connection user has permissions to read Contacts/Companies and create notes.
If auto approving seems to be failing, try running some tests using email domains other than Gmail or your own company's domain. Development environments with many Company records with the same domain likely will result in conflicts in which our system is unable to determine which Company to associate the request with. If needed, you may coordinate testing with us, as we have several email distinct testing domains that can be used:
For example, you can create test Contacts using the following emails: