Articles on: Peoplelogic Optimize

HubSpot Setup


The HubSpot integration allows you to authorize Peoplelogic to aggregate events from your HubSpot CRM account.  See What Events Does Process from HubSpot for more information on the events that aggregates.


You must have admin access to your account.  If you don't, point your administrator to this page to have them set up the integration.

The HubSpot integration will match users in HubSpot to your employees by email.  Be sure that your employees have the same email in both systems, otherwise you'll need to add a mapping on the employee profile in  See Mapping External Usernames to Employees for more information.


Now it's time to set up  First, click the + icon near the top right of the interface and then click Add Integration.

Next, find HubSpot and click Connect to HubSpot:

Next, you'll be taken to HubSpot to authorize the connection between and HubSpot.  Select your account and then you'll screen like the one below:

Click the orange Grant access button to complete the process and it should take you back to the screen showing your integration listed among the active integrations.

Testing will start to aggregate the events during its next scheduled aggregation run and you should see events showing in the main dashboard timeline.  If you don't see any events and you know there has been activity in your accessible HubSpot accounts, please contact Support.

Updated on: 17/11/2023

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