Docket’s HubSpot integration syncs AI-driven prospect conversations with Docket Marketing to create Contacts, Timeline Events and Meetings in HubSpot.
PREREQUISITES
Admin seat in Docket — required to manage integrations
HubSpot edition with API access (Enterprise, Unlimited, Performance, Developer, Professional) — required
OAuth credentials with API Enabled — required for authentication
System Administrator or Integration User — recommended for full access
Read access to Company, Contact, Deal, Meeting objects — required for ingestion
Write permission to Contact, Meeting objects - is required
INTEGRATION PROCESS
Accessing the HubSpot Integration in Docket
Navigate to Settings > Integrations > HubSpot CRM, then click Connect.
Select Production or Sandbox
Authorizing Access
Sign in with HubSpot OAuth
Select Production or Sandbox
Approve API access scope
Click Allow
Configuration Options
Enable Read and Write for Account, Opportunity, Leads, Contacts
Enable Write for Notes, Events