HubSpot
Connect contacts, companies, deals, and customer conversations.
Syncing
Accrue reads contacts, companies, deals, tickets and email engagement from HubSpot, and keeps them in step with your revenue and pipeline reporting.
Permissions
We read CRM objects, deal stages and campaign data. We write deal properties and timeline notes back to HubSpot. Writing is off until you turn it on, and each change is approved by a person first.
Setup
Connect your HubSpot portal, pick the pipelines and properties to include, and the first sync runs in the background in about five minutes.
Disconnecting
Disconnect at any time from settings. Anything Accrue has already written stays where it is, and nothing further is read.