Auvik SaaS Management’s integration with Hubspot allows you to automate common employee lifecycle tasks - granting and revoking access to the application when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
Prerequisites
Before installing the Hubspot integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Hubspot with any necessary administrative privileges required
- An active subscription for Hubpot
- Any necessary API keys or access tokens (if applicable)
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Hubspot is deactivated.
Configuration & Setup
The Hubspot integration can be configured using OAuth2 protocol.
If Authenticating using OAuth
- Select Configure
- Click Connect, no advance settings are required
- You will be directed to login to Docusign in a new browser tab - grant permissions to Workato if asked.
If you have configured the integration successfully you will be taken back to Auvik Saas Management and the Integration will showcase as Connected.
How to Leverage Hubspot with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deletion & Data Retention: Offboarding a user in HubSpot permanently disables their account while retaining all historical data - such as emails, contacts, deals, tickets, notes, and activity logs. Review and update any integrations, API tokens, or workflows that may be tied to the offboarded user to ensure continuity and security.
Onboarding
- Add User
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
User Count: See which users have leveraged the licensed account