HubSpot
Notch's integration for HubSpot lets you sync all clients' activities to a specific deal.
Create Notch spaces directly from HubSpot with the HubSpot integration of Notch. Sync all your client's activities in a Notch space to a HubSpot deal. This integration lets you see the latest updates of a Notch space in HubSpot, streamlining your workflow and keeping your team in sync.
Our HubSpot integration is available on our Growth plan. To learn more, visit our pricing page.
Configuration
You can install the HubSpot integration right from the integrations page in Notch.
You need to be an admin user in Notch to install the HubSpot Integration from Notch.
To set up the initial integration for HubSpot, you need to:
Click on your team name in the top left corner of Notch to get to your settings.
Go to Team Settings > Integrations in the menu.
Find the HubSpot integration and enable it. This will take you to HubSpot's installation flow.
Follow HubSpot's installation flow steps to connect Notch with your account.
Your integration is now set up, and your activities are being synced.
Create Notch Spaces from HubSpot
Open HubSpot & log in to your HubSpot account.
Go to the deal section where you manage your sales pipeline.
Within a deal, look for the Notch integration panel.
Click on the "Create Notch Space" button.
Fill in the required details to set up the new Notch Space linked to the deal.
Once created, you can see the latest updates of the Notch Space directly within Notch.
Unlink your HubSpot Integration
Click on your team name in the top left corner of Notch to get to your settings.
Go to Team Settings > Integrations in the menu.
Find the HubSpot integration and click the "Disable" button to unlink HubSpot from Notch.
Your integration is now unlinked, and your activities won't be synced.
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