Okta
HubSpot

Okta and Hubspot Integration

Seamlessly connect Okta’s identity management with HubSpot’s CRM to enhance security and streamline user access.

Explore Triggers and Actions

New Okta Event
Trigger new event when the system observes a new event.
Update Lead
Update a lead in Hubspot.
Update Deal
Update a deal in Hubspot.
Update Custom Object
Update a custom object in Hubspot.
Get Meeting
Retrieves a specific meeting by its ID.
Update Contact
Update a contact in Hubspot.
Update Company
Update a company in Hubspot.
Search CRM
Search objects like companies, contacts, deals, etc.
Get File Public URL
Get a publicly available URL for a file uploaded via Hubspot form.
Get Deal
Gets a deal.

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.

Popular App Usecases

No usecase found. Try searching again.

What can Ayudo do with Okta and Hubspot?

The Okta and HubSpot integration empowers your team to securely manage user identities while leveraging HubSpot’s powerful marketing, sales, and service tools. By syncing user profiles and automating access controls, this integration ensures that your HubSpot environment stays secure and compliant without sacrificing productivity. Simplify onboarding, enforce single sign-on (SSO), and maintain centralized user management—all within a unified platform.

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

Frequently asked questions

What benefits does the Okta and HubSpot integration provide?

This integration enhances security through single sign-on (SSO), automates user provisioning and deprovisioning, and ensures seamless access management, helping teams stay productive while maintaining compliance.

How does user provisioning work between Okta and HubSpot?

Okta automatically creates, updates, or deactivates user accounts in HubSpot based on changes in your Okta directory, ensuring that only authorized users have access at all times.

Can I enforce multi-factor authentication (MFA) for HubSpot users via Okta?

Yes, by integrating with Okta’s identity platform, you can enforce MFA policies for HubSpot access, adding an extra layer of security to protect your data.

Is the integration compatible with all HubSpot plans?

The Okta and HubSpot integration supports most HubSpot plans that allow SSO and user provisioning. Please check your HubSpot plan details or contact support for specific compatibility.

How do I set up the Okta and HubSpot integration?

Setup involves configuring HubSpot as an application within Okta, enabling provisioning settings, and assigning users or groups. Detailed setup guides are available in both Okta and HubSpot documentation.

Built by folks who built