Integration · HubSpot
HubSpot stays. The context comes along.
Contacts, companies, deals and activities from HubSpot become people, organizations and opportunities in Peak, connected with tasks and numbers.
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What connects
HubSpot and Peak One.
| What Peak reads | Contacts and companies · Deals and pipeline stages · Activities and notes |
|---|---|
| Becomes this in Peak | Person · Organization · Opportunity · Task |
| Direction | Into Peak · Actions out of Peak are planned |
| Sign-in | At the provider, in Peak One under Settings › Integrations. Multiple accounts possible, can be disconnected anytime. |
| Used by | Customer · Growth · Sales |
Example workflow
Here's what it looks like day to day.
- TriggerA deal changes stage
- 01Opportunity in Peak
- 02Next step as a task
- 03Company with an open invoice
Setup
Connect in three steps.
- 01 / 03
Open Integrations
In Peak One settings under Integrations, choose HubSpot.
- 02 / 03
Approve
You see what is requested and explicitly approve it. Multiple accounts are possible.
- 03 / 03
Have it assigned
Peak maps the data to your existing objects. The connection can be disconnected at any time.
Frequently asked questions
Briefly answered.
Does Peak make a copy of my HubSpot data?
No. Records from HubSpot are mapped to core objects (Person, Organization, Opportunity, Task). The external ID is kept as a reference.
Can I disconnect the connection again?
Yes, anytime in the settings under Integrations.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- FunctionIntegrationsConnect 3,270 tools without a second copy of your data.View
- Software categoryAll-in-one business softwareOne shared model for tasks, customers, products, and numbers.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
- ProblemNo overview of the sales pipelineDeals sit in emails, heads, and spreadsheets, but nowhere together.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
Connect HubSpot. The rest follows.
Leads, deals, contacts and activities. Log in with Google and see your company in one place.
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