In HubSpot, contacts, companies and deals are linked through associations, so a missing link or a duplicate company spreads quickly. Connecting your HubSpot account lets Quill find those gaps and keep records current.
Before you start#
- You need to be a Quill admin, since HubSpot connects once for your whole Quill organization.
- You need to be able to install apps in the HubSpot account you want to connect.
Connect HubSpot#
- In Quill, click Connections in the sidebar.
- On the Integrations tab, click HubSpot.
- Enter a name for the connection, such as your HubSpot account’s name, then click Connect.
- Sign in to HubSpot, choose the account to connect and approve the access Quill asks for.
- Back in Quill, HubSpot shows on the Connected tab, and Quill starts analyzing your data after the first sync.
What Quill reads and changes#
Quill reads your HubSpot records, such as contacts, companies and deals, and updates them to keep your CRM data accurate.
Disconnect HubSpot#
In Quill, go to Connections, open the Connected tab, click the ⋯ (three dots) menu next to HubSpot and choose Disconnect. Quill’s agents stop reading and updating HubSpot. A HubSpot admin can also uninstall the Quill app from HubSpot’s connected apps settings.
Questions#
Questions about connecting HubSpot? Email support@tryquill.com. For how we protect your data, see our Security and Privacy pages.
