How to Connect Amalgam to HubSpot
Connect HubSpot to Amalgam to pull your deal list into your spreadsheets, Claude or ChatGPT. HubSpot connects by signing in to HubSpot and approving the connection. There is nothing to configure on the HubSpot side.
What You Need
Section titled “What You Need”- A HubSpot login that can install apps: a Super Admin, or a user with the App Marketplace Access permission. Other users can request access and a Super Admin approves it.
- An Amalgam account.
Connect HubSpot
Section titled “Connect HubSpot”- Log in at app.amalgam.me.
- Click New Integration and choose HubSpot. You can type the name in the search box to find it.
- Amalgam sends you to HubSpot. Click Sign in to your HubSpot account and sign in.
- If you belong to more than one HubSpot account, pick the account to connect.
- Review the access request and click Connect app. HubSpot sends you back to Amalgam with the integration ready to use.
What You Can Pull
Section titled “What You Can Pull”HubSpot is a read-only integration. The Deal List report (beta) lists every deal in the account, excluding archived ones. See Reports by Provider.
Troubleshooting
Section titled “Troubleshooting”- HubSpot asks you to request approval: your user cannot install apps. A Super Admin can approve the request, or give you the App Marketplace Access permission under Settings, then Users & Teams.
- Disconnecting from the HubSpot side: go to Settings, then Integrations, then Connected Apps, find Amalgam and uninstall it.
HubSpot’s guide: Manage access to apps.