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HubSpot integration
Two-way sync with Actium CRM. Contacts, deals, activities flow both ways.
Two-way sync between Actium CRM and HubSpot. Contacts, deals, and activities created in either system appear in the other within seconds. Conflict resolution defaults to most-recent-wins; configurable per object.
Setup steps
- Open Actium settings; pick HubSpot from the integration catalog.
- Authenticate via OAuth or API token (varies; see permissions below).
- Choose which assistants should use this integration.
- Save; the connection is live and ready for the next scheduled run.
Permissions requested
- read contacts
- read deals
- write contacts and deals
- read activities
- write activities
Supported actions
- mirror Actium contacts to HubSpot
- mirror HubSpot deals into Actium
- open tasks in HubSpot from Actium handoffs
Example data flow
Bidirectional. Actium-originated tasks include the originating run as a deep link.
Privacy notes
Standard HubSpot OAuth; you control which scopes are granted.