> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pockla.io/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot App Installation

> Install and configure the Pockla HubSpot integration

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

## 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

## Prerequisites

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

## Installation

<Steps>
  <Step title="Connect from Pockla">
    Go to **Settings** → **Integrations** → **HubSpot** in Pockla and click **Connect HubSpot**
  </Step>

  <Step title="Authorize in HubSpot">
    Sign into HubSpot and authorize the connection. Review the requested permissions and click **Connect app**.
  </Step>

  <Step title="Done">
    You're connected and ready to import contacts or use workflow actions.
  </Step>
</Steps>

## Permissions (OAuth Scopes)

The integration requests these HubSpot permissions:

| Scope                        | Purpose                                                |
| ---------------------------- | ------------------------------------------------------ |
| `crm.objects.contacts.read`  | Read contacts for import                               |
| `crm.objects.contacts.write` | Write generated link URLs to contact records (pending) |
| `crm.lists.read`             | Read contact lists for import filtering                |
| `crm.schemas.contacts.read`  | Read contact properties for field mapping              |
| `crm.schemas.contacts.write` | Create custom properties to store Pockla data          |
| `automation`                 | Enable Pockla as a workflow action                     |

## Using the Integration

### 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

### 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](/links/workflow-integration) for detailed setup.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Workflow action not available">
    * Check that HubSpot is connected in Pockla Settings → Integrations
    * Verify you have workflow permissions in HubSpot
    * Try refreshing the workflow editor
  </Accordion>

  <Accordion title="Permission errors">
    * Reconnect with an admin account that has sufficient permissions
  </Accordion>

  <Accordion title="Connection expired">
    OAuth tokens may expire. Reconnect in Pockla **Settings** → **Integrations** → **HubSpot**.
  </Accordion>
</AccordionGroup>

## 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**

<Warning>
  Disconnecting removes the ability to import contacts and use workflow actions. Existing data remains in both systems.
</Warning>

## Support

For HubSpot integration issues, email [support@pockla.io](mailto:support@pockla.io).

## Next Steps

<CardGroup cols={2}>
  <Card title="Workflow Integration" icon="arrows-rotate" href="/links/workflow-integration">
    Set up automated link generation
  </Card>

  <Card title="Import Contacts" icon="upload" href="/contacts/adding-contacts">
    Import HubSpot contacts to Pockla
  </Card>
</CardGroup>