HubSpot

Trelica's integration with HubSpot lists marketing and CRM users from your account, including each user's status and teams (treated as groups by Trelica). It provides a comprehensive overview of user information, making it easier to manage your team's access and activities in HubSpot.

Trelica's integration is also able to provision and deprovision HubSpot users (this requires an Enterprise HubSpot license).

Roles can only be read with an Enterprise license.

Key Features

• Manage Users: Enables efficient provisioning and deprovisioning of HubSpot users, ensuring only the right individuals have access.
• Groups: Provides additional user context by returning a user’s group(s) in HubSpot, facilitating better team organization.
• User Activity: Returns detailed user activity, including logins and other relevant metrics, enhancing visibility into user engagement.
• User Roles: Allows for reading user role assignments, helping maintain clarity on user permissions within HubSpot.
• Users: Syncs user data, including account status and type, ensuring a comprehensive user management approach.

Key Benefits

• Streamlined User Management: Simplifies the process of managing user access, enabling efficient onboarding and offboarding.
• Enhanced Team Collaboration: Facilitates better collaboration within your marketing and CRM teams through organized group contexts.
• Improved User Engagement Insights: Provides critical data on user activity, allowing you to identify areas for improvement in user engagement.
• Clear Role Definitions: Helps maintain clarity in user roles, ensuring that team members have appropriate permissions.
• Comprehensive User Data Sync: Guarantees that user information is accurate and up-to-date, supporting effective team management.