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HubSpot CRM

HubSpot CRM

by UiPath

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0

Integration Service Connector

Runs

13

Summary

Summary


Overview

Overview

HubSpot CRM, a leading customer relationship management platform, offers a range of powerful features that facilitate strong customer relationships, increased conversations, and improved revenues across multiple interaction channels.

To automate processes in HubSpot CRM, establishing a connection with your CRM instance is necessary. Detailed instructions for authentication can be found on the HubSpot CRM authentication page. Once connected, you can automate various aspects of the sales process, including lead management, deal tracking, insights, and reporting.

With the connection enabled, you can leverage the HubSpot CRM activities in UiPath Studio to build automations for the entire sales process. This includes managing leads, tracking deals, gaining insights, and generating reports. The activities allow for create, read, update, and delete operations on your HubSpot CRM objects.

The UiPath connector is compatible with HubSpot REST API v1, v2, and v3. Detailed documentation on the integration can be found on the HubSpot documentation platform.

At the moment, the HubSpot CRM connector does not support events and is currently in preview.

Features

Features

HubSpot CRM is a popular customer relationship management (CRM) platform that is known for its features designed to empower businesses to effectively manage their customer relationships. These features include:
  • contact and lead management
  • email tracking and automation
  • task and activity tracking
  • deal and pipeline management
  • reporting and analytics, and more

Publisher

UiPath

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Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Updated

Sep 5, 2023

Application

HubSpot CRM

Support

Link: https://www.uipath.com/company/contact-us/contact-technical-support

UiPath Standard Support, see your Service Agreement.

Resources

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