CRM integration
Intakra + HubSpot
An administrator can authorize HubSpot through Intakra's CRM connection provider. Intakra can import company accounts into a tracked set and can create or update a basic company record with limited Intakra score metadata when a user chooses to push it.
Select HubSpot companies to add to the Intakra tracked-account set.
Create or update supported company fields and limited score metadata from an Intakra account.
Only workspace owners and administrators can configure the CRM connection or run CRM imports and pushes.
Setup
- 01In Settings → CRM sync, click Connect for HubSpot and complete the provider authorization flow.
- 02Use CRM import to select supported HubSpot company accounts to track.
- 03Use the account action when you want to push a supported record back to HubSpot.
Available only when the HubSpot integration is configured for your deployment and workspace.
Questions
Does Intakra write to my HubSpot data?
It creates or updates supported company fields and limited score metadata only when an administrator invokes the push. It does not currently promise contact or signal-note synchronization.
Can I import my existing HubSpot companies?
Yes. An administrator can select supported company accounts and add them to the workspace's tracked set, subject to its account limit.