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!
