Integration · Customers, sales and access
HubSpot + Workspace.
Contacts, companies, deals, tickets and email from HubSpot are mirrored in and tied to the customer in the ledger, so sales, customer service and finance see the same picture.
- Direction
- In
- Connection
- Paste the key
- Note
- Connected with a private app token and the portal ID.
- Visual
- Illustrated workflow
Into Workspace
What Workspace takes from HubSpot
Contacts and companies
Tied to the customer in Visma, not a copy beside it.
Deals
The opportunities with stage and value.
Quotes, orders and invoices
What HubSpot knows about what has been sold.
Tickets and email
The cases and threads, visible in customer service.
How HubSpot is connected
Pick the system
Under Integrations in Workspace, with the fields HubSpot needs.
Paste the key
Create an API key in HubSpot and paste it in. It is kept in a vault, never in the database, and is never shown again.
First sync
The history is mirrored in, and from then on a sync job of its own keeps it current. A stop shows on Sync health before it shows in the numbers.
Customers, sales and access
More in the same category
Do you use HubSpot?
We show what HubSpot looks like in Workspace, in a demo with your own setup.