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HubSpot

Connecting HubSpot to PYLO, what it brings and how to tell it is working.

Read as MarkdownGenerated from PYLO's live description of itself.

HubSpot connects to PYLO so that:

  • Deals in HubSpot move to the stage you mapped as each call is booked, held and closed in PYLO.
  • HubSpot contacts arrive in PYLO as leads, matched to the people PYLO already has by email.

Connecting

HubSpot connects by a token from your account you paste into PYLO. Open Settings, then Integrations, then HubSpot.

You provideWhere to find it
private app access tokenIn HubSpot, Settings, Integrations, Private Apps: create an app with the contacts and deals read and write scopes, then copy its access token, which starts pat-.

What PYLO reads

  • Contacts: name, email and phone
  • Deals and their pipelines and stages

It does not read:

  • Companies, tickets, notes and emails
  • Contacts with no email address, which PYLO cannot match to a person

HubSpot's own documentation: https://developers.hubspot.com/docs/api/private-apps