HubSpot

Connecting Perform to HubSpot

The Predictive Index’s integration with HubSpot allows you to preview the names of HubSpot CRM items linked within a Perform workspace.

Note: The HubSpot integration is currently in beta and still in active development.

How to connect Perform to HubSpot

  1. Log in to Perform.
  2. Click “Settings” on the left-hand side.
  3. Select “Integrations” from the options.
  1. You’ll land on the integrations page (linked here).
  1. Scroll down until you see the HubSpot integration.
  2. Click on the “Connect” button.
  1. A window will open prompting you to sign in to your Salesforce account.
  1. Log in to your HubSpot account.
  2. Review the list of permissions requested by the integration.
  3. Confirm the integration.
  4. You will automatically be brought back to the integrations page in Perform. If the connection is successful, you will see the word “Connected” in green next to the HubSpot integration.

How does the HubSpot integration work?

Once connected, the HubSpot integration allows you to preview the names of HubSpot links, in place of URLs.

For example: If you post a HubSpot URL as a discussion topic, the associated account or ticket will automatically populate.

Note: Only users who have connected Perform to HubSpot will see the name of URLs. If a co-worker looks at a URL in Perform but hasn’t configured the integration, they will only see the URL.


Not finding the article you need? Spot a typo inaccuracy? Let us know.

Having technical issues with your software? Contact us here.