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Integration

HubSpot

Pilotran reads contacts, deals, and companies, and can create records, update properties, and add notes.

Where it's used

Lead Router, Deal Stage Nudger, CRM Enrichment, and any template that touches your pipeline.

Before you start

  • A HubSpot account with permission to install integrations.

Connect it

  1. Open Connections in the dashboard and pick HubSpot.
  2. Sign in and pick the HubSpot account to connect.
  3. Accept the requested CRM scopes.
  4. Templates will now be able to see contacts, deals, and companies.
Ready to try it?

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