Connect HubSpot
HubSpot integration is available when your customer workspace has it enabled. It helps sales teams keep CRM records aligned with StoreScout store context.
Prerequisites
Section titled “Prerequisites”- A HubSpot account your organisation administers
- A StoreScout role allowed to connect integrations (usually admin)
- HubSpot surface enabled for your customer (if missing, ask StoreScout or your workspace owner)
Connect
Section titled “Connect”- Sign in to StoreScout.
- Open Integrations → HubSpot (or the HubSpot page under workspace settings/navigation).
- Start Connect and complete the HubSpot OAuth consent screen.
- Confirm the integration shows as connected in StoreScout.
Only connect a HubSpot portal your company is authorised to use.
Push store context
Section titled “Push store context”When connected, use the in-app push actions on stores or selections your process defines.
Good practice:
- Push qualified stores, not entire raw territories
- Keep HubSpot lifecycle stages owned by your CRM process
- Avoid duplicating the same store with conflicting keys — follow on-screen identity guidance
Disconnect
Section titled “Disconnect”Admins can disconnect HubSpot from the same integrations page when rotating portals or ending a pilot. Disconnecting does not delete history already written inside HubSpot.
Troubleshooting
Section titled “Troubleshooting”| Issue | What to try |
|---|---|
| No HubSpot nav item | Feature may be off for your customer or role |
| OAuth fails | Allow pop-ups; confirm you are a HubSpot super admin / allowed installer |
| Push fails | Re-check connection status; retry once; report a problem with store id and time |