HubSpot
Okta

Hubspot and Okta Integration

Seamlessly connect HubSpot with Okta to streamline user management and enhance security across your sales and marketing platforms.

Explore Triggers and Actions

New Ticket Property Change
New event when a specified property is provided or updated on a ticket.
New Task Created
New event for each new task created.
New Ticket
New event for each new ticket created.
New Social Media Message
New event when a message is posted from HubSpot to the specified social media channel.
New or Updated Product
New event for each new or updated product in Hubspot.
New or Updated Line Item
New event for each new line item added or updated in Hubspot.
New or Updated Deal
New event for each new or updated deal in Hubspot.
New or Updated CRM Object
New event each time a CRM Object of the specified object type is updated.
New or Updated Custom Object
New event each time a Custom Object of the specified schema is updated.
Create User
Creates a new user in the Okta system.
Get User
Fetches the information of a specific user from the Okta system.
Update User
Updates the profile of a specific user in the Okta system.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Hubspot and Okta?

The HubSpot and Okta integration empowers businesses to unify identity and access management with customer relationship workflows. By connecting HubSpot’s powerful CRM tools with Okta’s secure Single Sign-On (SSO) and user provisioning capabilities, teams can automate user onboarding, enforce robust security policies, and ensure consistent access controls. This integration simplifies IT administration while enabling sales and marketing teams to focus on growth without compromising security.

Connect
HubSpot
and
Okta
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What are the key benefits of integrating HubSpot with Okta?

Integrating HubSpot with Okta centralizes user authentication and provisioning, enhances security with Single Sign-On (SSO), automates user lifecycle management, and reduces manual IT overhead, ensuring seamless and secure access to HubSpot for your team.

How does the integration improve user provisioning and deprovisioning?

Okta automates the creation, updating, and removal of user accounts in HubSpot based on your organization's directory changes. This ensures that only authorized users have access, reducing security risks and administrative workload.

Is Single Sign-On (SSO) supported between HubSpot and Okta?

Yes, the integration supports Okta’s SSO capabilities, allowing users to securely log in to HubSpot using their Okta credentials, streamlining access and enhancing security through centralized authentication.

What security standards does the integration support?

The integration leverages Okta’s industry-leading security protocols, including SAML 2.0 and OAuth 2.0, to ensure secure authentication and authorization when accessing HubSpot resources.

How do I set up the HubSpot and Okta integration?

To set up the integration, configure HubSpot as an application within the Okta admin console, enable provisioning and SSO features, and map user attributes according to your organization's needs. Detailed setup guides are available in both HubSpot and Okta documentation.

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