Install guide
Connect HubSpot
Connect your HubSpot account to a Signalbox workspace, and see what Signalbox may read and write there.
You need to be an admin of the Signalbox workspace, and a super admin of the HubSpot account.
- Open Settings.
- Press Connect HubSpot. HubSpot asks which account to connect and lists what Signalbox may do there.
- Choose the account and approve.
You come back to Settings. Signalbox then reads, from HubSpot:
- your forms and their fields
- your users, as reps
- your meeting links, which Signalbox no longer uses
- your deal pipelines and stages
- your contact, company and deal properties
This takes a minute or two. Settings shows when each was last read. Sync now reads them again.
What Signalbox may do in HubSpot
Section titled “What Signalbox may do in HubSpot”| It reads | It writes |
|---|---|
| Forms, meeting links, owners and users | Contact and company properties you choose |
| Contacts, companies and deals | Deals, when a flow has a Create deal step |
| Property definitions | Tasks, when a flow has a Create task step |
| Meetings Signalbox booked, for their outcome | Meetings, when a visitor books, moves or cancels |
| Your workflows, by name (optional) | A contact’s enrolment in a workflow, when a flow has an Enrol in HubSpot step (optional) |
The workflows permission is optional. HubSpot offers it only where your account has workflows, and Signalbox works without it.
One account, one workspace
Section titled “One account, one workspace”A HubSpot account can be connected to one Signalbox workspace only.
If the connection is lost
Section titled “If the connection is lost”If someone removes the app in HubSpot, or the person who connected it loses their access, HubSpot refuses Signalbox. Every screen then shows a banner, the Overview lists it under Needs attention, and visitors see your forms’ own thank-you. Connect again on Settings. Nothing else is lost.