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The HubSpot integration connects your CRM, marketing automation, and sales pipeline directly with allGood. This powerful integration enables automatic synchronization of contacts, deals, companies, and marketing activities to provide a unified view of your customer journey. Streamline your sales and marketing processes by leveraging HubSpot’s comprehensive customer data within allGood’s workflow automation capabilities.

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Prerequisites

Before setting up the HubSpot integration with Mary, ensure you have:
  • HubSpot Account with either super admin permissions or App Marketplace Access permissions
  • Access to email for the dedicated HubSpot user account verification
  • allGood account with integration permissions

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IT Coordination Guide

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Security & Account Setup Requirements

  • Create a dedicated HubSpot user account with appropriate permissions for integration use
  • User needs super admin or App Marketplace Access permissions to install the integration
  • Use a monitored email address for the service account (not personal email)
  • Store credentials securely according to company policy

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Step-by-Step Setup

1

Create Dedicated HubSpot User (Recommended)

  1. Log into HubSpot with admin access
  2. Navigate to Settings → Users & Teams
  3. Click Create User
  4. Set up user with appropriate permissions (super admin or App Marketplace Access)
  5. Use a monitored team email address
  6. Complete user verification process
2

Connect Integration in allGood

  1. Log into allGood and navigate to Settings → Integrations
allGood settings page
  1. Click Add Integration and select HubSpot
  2. Select the use-case for pre-configured scopes, or choose them using the dropdown
allGood HubSpot integration page with Select Scopes
  1. Click Connect HubSpot Account
  2. Sign in using the dedicated HubSpot user credentials created above
HubSpot login screen popup
  1. Verify the integration shows as Active on your integrations page
3

Reconnecting with Different Scopes (If Needed)

If you need to update integration scopes by adding/removing them:
  1. First, uninstall the app in HubSpot:
    • Go to HubSpot Account Management → Integrations → Connected Apps
    • Select Action → Uninstall
HubSpot Connected Apps Screen
  1. Navigate to Settings → Integrations in allGood
  2. Click Edit next to your HubSpot integration
  3. Click Reconnect HubSpot Account
  4. Complete the OAuth flow with updated scopes

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Verification & Testing

If HubSpot shows “Active” status in allGood integrations, Mary was able to connect successfully. Ask Mary to retrieve contact lists to confirm the integration is working properly.

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Frequently Asked Questions

The integration works with all HubSpot plans, though some advanced features may require Professional or Enterprise subscriptions.
The integration uses OAuth 2.0 authentication with your HubSpot account. You’ll need admin permissions to authorize the connection.
Yes, the integration supports synchronization of custom properties and fields from your HubSpot account.
The integration supports contacts, companies, deals, tickets, products, and custom objects.
Data synchronization occurs in real-time for most operations, with periodic bulk syncs for large datasets.

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Troubleshooting

Common causes include:
  • Insufficient HubSpot permissions
  • API rate limits exceeded
  • Field mapping configuration issues
  • Data validation errors
The integration includes duplicate detection and merge capabilities to maintain data integrity.
  • Review this page for setup steps and common issues
  • Contact our support team for technical assistance