Connect Jipup to HubSpot
Set up the integration in a few minutes: create your account, authorise access to your HubSpot portal and launch your first agent.
- 1
Create your Jipup account
Sign up on app.jipup.com, then name your workspace.
- 2
Connect your HubSpot portal
In the Agents tab, click “Connect HubSpot”. HubSpot asks you to pick the portal and accept the permissions listed below. You need to be a Super Admin of the portal, or have permission to install apps.
- 3
Pick and configure an agent
Turn on an agent (contact or company enrichment, duplicate detection, job change tracking…), choose which records it processes (a HubSpot list or filters) and how often.
- 4
Follow the results
Every change shows up in the Activity tab, with the value before and after. Uncertain duplicate merges wait for your approval in the Validation tab.
Requested permissions
Jipup only asks for what its agents need. Optional permissions can be declined: the related feature is then turned off and everything else keeps working.
Required
oauth: Authenticates the connection.crm.objects.contacts.read: Read the contacts to enrich or deduplicate.crm.objects.contacts.write: Write the data found and merge duplicate contacts.crm.objects.companies.read: Read the companies to enrich or deduplicate.crm.objects.companies.write: Write the data found and merge duplicate companies.crm.lists.read: Target an agent at a HubSpot list.
Optional
crm.objects.owners.read: CRM audit: records owned by a deactivated user.crm.schemas.contacts.read: CRM audit: contact properties.crm.schemas.companies.read: Check the SIREN, SIRET and APE fields.crm.schemas.companies.write: Create the SIREN, SIRET and APE fields on companies.
Disconnect or uninstall
- In Jipup: Settings → HubSpot → “Disconnect”. Agents stop and the access token is deleted.
- In HubSpot: Settings → Integrations → Connected apps → Jipup → “Uninstall”.
- Data already written to HubSpot stays on your records.
Need help?
Email us at hello@jipup.com.