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Connect HubSpot to Pockla to import contacts and generate personalized links from HubSpot workflows.

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What You Get

The HubSpot integration enables:
  • Contact import: Pull contacts and lists from HubSpot into Pockla
  • Workflow actions: Add Pockla link generation as a custom action in HubSpot workflows

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Prerequisites

  • HubSpot account with CRM
  • Admin or sufficient permissions to authorize apps
  • Pockla account

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Installation

1

Connect from Pockla

Go to Settings → Integrations → HubSpot in Pockla and click Connect HubSpot
2

Authorize in HubSpot

Sign into HubSpot and authorize the connection. Review the requested permissions and click Connect app.
3

Done

You’re connected and ready to import contacts or use workflow actions.

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Permissions (OAuth Scopes)

The integration requests these HubSpot permissions:
ScopePurpose
crm.objects.contacts.readRead contacts for import
crm.objects.contacts.writeWrite generated link URLs to contact records (pending)
crm.lists.readRead contact lists for import filtering
crm.schemas.contacts.readRead contact properties for field mapping
crm.schemas.contacts.writeCreate custom properties to store Pockla data
automationEnable Pockla as a workflow action

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Using the Integration

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Importing Contacts

  1. Go to Contacts → Import in Pockla
  2. Select HubSpot as the source
  3. Choose lists or apply filters
  4. Map fields and import

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Workflow Actions

The automation scope allows you to use Pockla link generation as a custom action in HubSpot workflows:
  1. In HubSpot, create or edit a workflow
  2. Add the Generate Pockla Link action
  3. Select your Pockla Link Set from the dropdown
  4. When contacts enter the workflow, personalized pages are generated automatically
See Workflow Integration for detailed setup.

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Troubleshooting

  • Check that HubSpot is connected in Pockla Settings → Integrations
  • Verify you have workflow permissions in HubSpot
  • Try refreshing the workflow editor
  • Reconnect with an admin account that has sufficient permissions
OAuth tokens may expire. Reconnect in Pockla Settings → Integrations → HubSpot.

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Disconnecting

To disconnect HubSpot:
  1. In Pockla, go to Settings → Integrations → HubSpot
  2. Click Disconnect
You can also revoke access from HubSpot:
  1. Go to HubSpot Settings → Integrations → Connected Apps
  2. Find Pockla and click Uninstall
Disconnecting removes the ability to import contacts and use workflow actions. Existing data remains in both systems.

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Support

For HubSpot integration issues, email [email protected].

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Next Steps

Workflow Integration

Set up automated link generation

Import Contacts

Import HubSpot contacts to Pockla