HubSpot holds three things a service business owner wants to see beside their marketing: who came in, which deals moved, and how the last email did. TruLata now has a page that sets out exactly how it reads all three.
Press Connect HubSpot on the Integrations tab and approve TruLata inside HubSpot, or paste a private app token if you prefer. New contacts arrive on the Leads tab with the source HubSpot recorded. Deals fill the Jobs tab with their stage, amount and won or lost. Marketing emails from the last 90 days show their sends, opens, clicks and unsubscribes on the Email tab.
The connection is read only. Contacts, deals and emails are changed in HubSpot itself, and the screen reflects them on the next read.
Read the full HubSpot page
Every detail of the HubSpot connection, what it reads, how fresh it is and what it never changes, is on the HubSpot integration page. The integrations page lists every other account TruLata reads.
