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Linking Pinnacle Action Items to Hubspot Tasks
Linking Pinnacle Action Items to Hubspot Tasks
Derek Weaver avatar
Written by Derek Weaver
Updated over 2 months ago

One of the benefits of Strety for Pinnacle or 1x1 Management, is that it doesn't feel like another tool you have to log into. Especially for Action Items that come out of Meetings, Rocks, Topics, and Announcements. This is because we have the ability to link a Strety Action Item to Hubspot Tasks incl. Todo, Email, & Calls

Two Way Syncs!

Strety and Hubspot two way sync. So once the Task is marked as completed in Hubspot, we will automatically complete the Action Item in Strety. Due Dates will also stay in sync if changed in either platform!

How to Set-up The Hubspot Integration

To set up the integration with HubSpot, you need two pieces of information: the portal ID and the access token.
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To obtain the portal ID:

  1. Navigate to the upper right, click your account name.

  2. From the dropdown menu, under your account name, you can find the account name and unique Hub ID

To obtain the Access Token, Create a Private App.

You must be a super admin to access private apps in your HubSpot account.

  1. In your HubSpot account, click the Settings Icon in the main navigation bar

  2. From the left sidebar menu, navigate to Integrations > Private Apps.

  3. Click Create Private App.

  4. On the Basic Info tab, configure the details of your app:

    1. Enter your app's name.

    2. Hover over the placeholder logo and click the upload icon to upload a square image that will serve as the logo for your app.

    3. Enter a description for your app.

    4. Click the Scopes tab.

      1. Select crm.objects.owners (READ)

      2. Select crm.objects.services Read and Write

5. Click on "Create App"

6. This screen will be appear with your "access token"
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Hubspot Documentation

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