HubSpot

CompanyDNA's integration with HubSpot is designed to amplify your business operations and customer relationship management, allowing you to leverage HubSpot's comprehensive CRM platform for actionable business insights. When you authorize CompanyDNA to connect with your HubSpot account, specific read access permissions are requested to enrich your analytical experience.

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‍‍‍Why Integrate HubSpot with CompanyDNA?‍

‍Integrating the HubSpot application with CompanyDNA offers users a powerful way to enhance their customer relationship management and business operations by leveraging the extensive scopes available, including Business Intelligence, Objects Companies, Lists, Contents, Files, HubDB, Objects Deals, E-commerce, Forms, Tickets, Timeline, Automation, and Social. By accessing and analyzing this data, CompanyDNA enables users to streamline their CRM processes, improve sales and marketing efficiency, and gain valuable insights into customer interactions and trends. This integration allows users to manage their customer data more effectively, keep track of sales activities, and maintain better communication with clients through various HubSpot features. CompanyDNA's AI-driven indexing transforms scattered HubSpot data into actionable insights, helping users to make informed decisions, optimize their sales and marketing strategies, and foster stronger customer relationships. Ultimately, integrating HubSpot with CompanyDNA ensures that users can maximize the potential of their HubSpot CRM, leading to enhanced business management and growth.

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‍Access and Permissions

Business Intelligence Access: Grants access to a broad range of data analytics and reporting capabilities. This enables CompanyDNA to deliver deep insights into your business performance, customer behavior, and market trends.

Objects Companies Access: Provides access to your company records in HubSpot. This is crucial for analyzing company-specific interactions and trends, helping you to better manage your business relationships.

Lists Access: Allows access to your contact and company lists. This information helps CompanyDNA analyze segmentation and targeting strategies, improving your marketing effectiveness.

Contents Access: Provides the ability to view and analyze your content, including blogs, landing pages, and emails. This supports content performance analysis and optimization.

Files Access: Grants access to your stored files in HubSpot. This is useful for analyzing file usage and distribution across your CRM activities.

HubDB Access: Enables access to your HubDB data tables. This helps in analyzing structured data used in your HubSpot CRM, providing deeper insights into various business metrics.

Objects Deals Access: Allows access to your deals and sales pipeline. This information is vital for sales performance analysis and forecasting.

E-commerce Access: Provides access to your e-commerce data within HubSpot. This supports analysis of sales trends and customer purchasing behavior.

Forms Access: Allows access to your forms and form submissions. This is crucial for analyzing lead generation and conversion rates.

Tickets Access: Grants access to your customer support tickets. This helps in analyzing customer service performance and identifying areas for improvement.

Timeline Access: Provides access to your timeline events in HubSpot. This supports detailed analysis of customer interactions over time.

Automation Access: Allows access to your automated workflows and sequences. This is useful for analyzing and optimizing your automation strategies.

Social Access: Grants access to your social media interactions managed through HubSpot. This helps in analyzing social engagement and campaign performance.

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‍Why Do We Need This Access?

‍The access permissions requested are vital for providing a comprehensive view of your business operations and customer interactions within HubSpot. This access enables CompanyDNA to deliver deep insights into how your sales, marketing, and service activities are performing, aiding in strategic decision-making and business growth.

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Your Control and Privacy

‍Your privacy and control over your data are crucial. You have the authority to manage and revoke these permissions at any time through your HubSpot account settings. Data obtained by companies from third-party applications is stored on their own AWS S3 storage. CompanyDNA AI has no direct connection with this data. At CompanyDNA, we prioritize the security and privacy of user data above all else. Permissions for accessing applications like HubSpot are managed securely via OAuth, ensuring that user consent is explicitly obtained and respected. CompanyDNA AI acts as a framework between data and artificial intelligence models. CompanyDNA strictly adheres to HubSpot's guidelines and data protection policies to ensure the security and privacy of your information.

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Getting Started

‍To integrate your HubSpot account with CompanyDNA:

Log in to your CompanyDNA dashboard.

Navigate to the 'Integrations' section.

Select HubSpot and follow the prompts to authorize read access.

Once disconnected, your sessions in both CompanyDNA Dashboard and HubSpot will be securely terminated to maintain privacy and data integrity.

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For any questions or need for assistance, please reach out to our support team at hello@companydna.ai.