HubSpot

Connect HubSpot and People and Pipeline show your HubSpot contacts, companies and deals next to your mail and calendar. Every change you ask Random to make in HubSpot waits for your OK.

What it reads

Your contacts, companies and deals, with recent notes on a contact, so People and companies, Pipeline and Chat work from your real records.

What it may write

Only when you ask, and only after you approve the card:

• A new contact or company.
• A change to a person or a deal, or a new deal.
• A deal moved to another stage.
• One field you edit in People or Pipeline.

A meeting note on the contacts who attended, but only if the workspace owner turns on Stage CRM notes under Automations, Built-in. That note is written without a card.

Random does not delete records in HubSpot.

Connect and disconnect

1. Open Connections

   The workspace owner opens Connections and chooses HubSpot.

2. Sign in with HubSpot

   Approve the access HubSpot shows, and you return to Random.

HubSpot, Pipedrive and Attio work one at a time. If another of them is connected, the button reads Switch to HubSpot: the other CRM is disconnected, its records stay there, and your Random records stay unchanged. To stop, the owner presses Disconnect on the HubSpot card. Your records stay in HubSpot and no longer appear in Random.

Where your data is

Your HubSpot data stays with HubSpot, in the EU or the US depending on your account's data region, under your own contract with HubSpot. What Random keeps is stored in the EU. See the sub-processor register.