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Connect Pockla with HubSpot to import contacts and automate personalized link generation through HubSpot workflows.

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Overview

The HubSpot integration provides:
  • Contact import: Pull contacts from HubSpot into Pockla
  • Workflow actions: Generate personalized Pockla links automatically from HubSpot workflows (via the automation scope)
Write access to store generated link URLs back on HubSpot contact records is coming soon.

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Prerequisites

Before connecting:
  • HubSpot account (Free, Starter, Professional, or Enterprise)
  • Admin access in HubSpot (or sufficient permissions to authorize apps)
  • Pockla account

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Connecting HubSpot

1

Navigate to Integrations

Go to Settings → Integrations → HubSpot
2

Click Connect

Click Connect HubSpot
3

Authorize

You’ll be redirected to HubSpot to sign in and authorize Pockla. Review the requested permissions and click Connect app.
4

Done

You’re connected! You can now import contacts and use Pockla as a workflow action.

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Key Features

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Importing Contacts

Import existing HubSpot contacts into Pockla:
  1. Go to Contacts → Import
  2. Select HubSpot as the source
  3. Choose a list or filter criteria
  4. Map fields
  5. Import

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Workflow Integration

The most powerful feature is generating Pockla links from HubSpot workflows. The automation scope allows you to add Pockla link generation as a custom action in your HubSpot workflows:
  1. Create a Link Set in Pockla configured for workflow activation
  2. In HubSpot, add the Generate Pockla Link action to any workflow
  3. Select your Link Set
  4. Contacts entering the workflow automatically get personalized pages generated
See Workflow Integration for detailed setup.

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Field Mapping

Default field mappings when importing:
Pockla FieldHubSpot Property
Emailemail
First Namefirstname
Last Namelastname
Companycompany
Titlejobtitle
Phonephone

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Troubleshooting

  • Verify connection is active in Settings → Integrations → HubSpot
  • Check field mappings
  • Ensure HubSpot permissions are correct
  • Check that HubSpot is connected in Pockla
  • Verify you have workflow permissions in HubSpot
  • Try refreshing the workflow editor
  • Reconnect with an admin account
  • Verify HubSpot user permissions
OAuth connections may expire. Go to Settings → Integrations → HubSpot and click Reconnect.

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Data Privacy & Security

  • Data is encrypted in transit (HTTPS)
  • OAuth 2.0 for secure authentication
  • Pockla does not store HubSpot credentials—only OAuth tokens

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Next Steps

Install HubSpot App

Details on permissions and setup

Workflow Integration

Automate link generation