Hubspot Integration

Maximize Your Efficiency with HubSpot Integration: Streamlining your lead acquisition and management process has never been easier. By integrating Perch Alerts with HubSpot, you can automatically populate your CRM with real-time leads. Say goodbye to manual data entry and hello to instant, actionable insights right within HubSpot. Enhance your responsiveness, boost your conversion rates, and simplify your workflow—all with this seamless integration.

Connecting Hubspot

Step 1: Login to Hubspot

Step 2: Create a Private App

  • Click the gear icon at the top right.

  • Then select "Private Apps" from the settings sidebar. (You may need to request permissions from your administrator.)

  • Next click the button "Create a private app" to get started.

  • Name your app "Perch Alerts" (or anything you want, this is optional).

  • Now lets set permissions. Navigate to the 'Scopes' section.

  • And add the Read and the Write permissions to:

    • crm.objects.deals

    • crm.scheams.deals

  • Now click "Create app" in the upper right hand corner

  • Then confirm that you want to create the app by clicking "Continue Creating" in the newly opened modal.

Step 3: Add your access token to Perch Alerts

  • After creating you app you'll be presented with a modal that contains your access token. Click "Show Token" then click "Copy" to copy it to your clipboard.

Always ensure you monitor and maintain app permissions and keep any authentication tokens private to protect the security and integrity of your

  • Now add the Access Token to your Perch Alerts account:

  1. Access the Perch Alerts integrations dashboard by click "Integrations" from the sidebar in the Perch Alerts app.

  2. Paste your Acces Token into the "Access Token" field of the hubspot integration.

  3. Click "Save".

And that's it! You've now integrated HubSpot with Perch Alerts using a private app. Alerts will start populating as deals in your Hubspot account. Here is an example of what they will look like:

Deals will always be created in your default pipeline with your default deal stage. If you'd like to change this. Please reach out to support@perchalerts.com.

PreviousThe Advantage of AINextAdding a Payment Method

Last updated