Connect HubSpot
Last updated
Connecting HubSpot lets your agents create and update contacts in your CRM. This keeps your contact list current as your agents follow up with leads.
What your agents can do
- Create a new contact when a lead comes in.
- Update an existing contact, matched by email.
Deal management is not available yet — this integration is contacts only.
Before you start
Raileon connects to HubSpot through your own HubSpot app, so your credentials stay yours. You'll need:
- A HubSpot developer account to create a free app (one time, a few minutes).
- The HubSpot account you want your agents to use — if your account restricts app connections, you may need an administrator to approve it.
Connect HubSpot
Open Integrations
In your dashboard, go to Integrations in the left sidebar and select Connect on the HubSpot card.
Create your own HubSpot app
In your HubSpot developer account, create an app and add the redirect URL Raileon shows you.
Paste your app credentials
Copy your HubSpot app's Client ID and Client secret into Raileon and save.
Sign in and choose your account
Sign in to HubSpot, choose the account to connect, review the access requested, and approve it.
Confirm it is connected
You return to Raileon and the HubSpot card shows Connected.
Disconnect HubSpot
Open Integrations, find the HubSpot card, and select Disconnect. You can also remove the connection from your HubSpot account settings.