HubSpot Integration Guide

FloStack <> HubSpot CRM Integration Guide

Connect in a single click with HubSpot. Keep your CRM updated with different custom fields like contact owner, lead status, meeting details, email validity, etc.

Step 1: Ensure you have a HubSpot Admin/Developer Account

If you are not the admin of the HubSpot Account, please ensure the person responsible is doing these integrations, as their credentials will be used in the next step

Step 2: Connect FloStack to HubSpot​

In your FloStack account, go to the Integration section under Settings. Choose HubSpot from the list of available integrations and follow the prompts to connect your HubSpot account

Step 3: Grant permissions to FloStack​

When prompted, grant FloStack the necessary permissions to access your HubSpot data. This will involve authenticating your HubSpot account with FloStack using OAuth

Step 4: Map FloStack data to HubSpot fields​

Once you have connected FloStack to HubSpot, you can map the data fields in FloStack to the corresponding fields in HubSpot. This will ensure that data is transferred accurately between the two platforms. You can do this by creating custom fields in HubSpot that match the data fields in FloStack and then mapping them together

Step 5: (optional) Set up workflows in HubSpot​

HubSpot workflows allow you to automate actions based on specific triggers, such as when a new contact is added or when a form is submitted. You can create workflows in HubSpot that are triggered by data from FloStack to automate your sales and marketing processes

Step 6: Test and troubleshoot​

Before you go live with your integration, be sure to test it thoroughly to ensure that data is being transferred correctly between FloStack and HubSpot. If you encounter any issues, refer to the documentation for both platforms or reach out to FloStack support team for assistance at

That’s it! By following these steps, you should be able to integrate FloStack with HubSpot using OAuth and automate your inbound conversions from website.

Good luck!