> ## 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 Integration

> Sync your contacts and automate link generation with HubSpot CRM

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

## 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)

<Note>
  Write access to store generated link URLs back on HubSpot contact records is coming soon.
</Note>

## Prerequisites

Before connecting:

* HubSpot account (Free, Starter, Professional, or Enterprise)
* Admin access in HubSpot (or sufficient permissions to authorize apps)
* Pockla account

## Connecting HubSpot

<Steps>
  <Step title="Navigate to Integrations">
    Go to **Settings** → **Integrations** → **HubSpot**
  </Step>

  <Step title="Click Connect">
    Click **Connect HubSpot**
  </Step>

  <Step title="Authorize">
    You'll be redirected to HubSpot to sign in and authorize Pockla. Review the requested permissions and click **Connect app**.
  </Step>

  <Step title="Done">
    You're connected! You can now import contacts and use Pockla as a workflow action.
  </Step>
</Steps>

## Key Features

### 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

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

### Field Mapping

Default field mappings when importing:

| Pockla Field | HubSpot Property |
| ------------ | ---------------- |
| Email        | email            |
| First Name   | firstname        |
| Last Name    | lastname         |
| Company      | company          |
| Title        | jobtitle         |
| Phone        | phone            |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Contacts not importing">
    * Verify connection is active in Settings → Integrations → HubSpot
    * Check field mappings
    * Ensure HubSpot permissions are correct
  </Accordion>

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

  <Accordion title="Permission errors">
    * Reconnect with an admin account
    * Verify HubSpot user permissions
  </Accordion>

  <Accordion title="Connection expired">
    OAuth connections may expire. Go to Settings → Integrations → HubSpot and click **Reconnect**.
  </Accordion>
</AccordionGroup>

## Data Privacy & Security

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

## Next Steps

<CardGroup cols={2}>
  <Card title="Install HubSpot App" icon="download" href="/integrations/hubspot/installation">
    Details on permissions and setup
  </Card>

  <Card title="Workflow Integration" icon="arrows-rotate" href="/links/workflow-integration">
    Automate link generation
  </Card>
</CardGroup>