Before you start
Flowella’s HubSpot settings ask you to check that you:- Are a Super Admin in the HubSpot account you connect.
- Have an active HubSpot subscription.
Connect HubSpot
Open the HubSpot settings
Start the connection
Choose your HubSpot account
Approve the permissions
Return to Flowella
Check that it worked
On Settings → HubSpot:- The Connection card shows Connected, your Portal (Hub) ID and, where Flowella can read it, your HubSpot account name.
- View scopes lists the permissions HubSpot granted. HubSpot calls these permissions scopes.
- The Capabilities card lists the features you can use under Unlocked. See Capabilities.
What Flowella adds to HubSpot
Flowella adds the following to your HubSpot account. Disconnecting does not remove any of them.Capabilities
The Capabilities card shows what Flowella can do in your HubSpot account. It reflects the permissions HubSpot granted the last time you connected. Features you can use are under Unlocked. Features under Not available show the permission they need when you point to them.forms and timeline permissions, so Marketing forms and CRM timeline events are unlocked on every connection. HubSpot can leave out the other permissions, for example when your HubSpot subscription doesn’t include the feature.
Reconnect to unlock new capabilities
Capabilities only change when you connect again. Reconnect after you upgrade your HubSpot plan, or when Flowella asks you to grant new permissions. There is no separate reconnect button, so you disconnect and then connect.Disconnect
Connect again
Check the capabilities
Reconnect the custom channel
Disconnect HubSpot
Only owners and admins can disconnect. Other members see “Only owners and admins can disconnect.” in place of the button.- Go to Settings → HubSpot.
- Select Disconnect HubSpot. Flowella disconnects straight away, without asking you to confirm, and shows “HubSpot disconnected.”
- Flowella stops using your HubSpot account. Workflow actions, contact activity and the Flowella channel in the HubSpot inbox stop working.
- Properties, contacts and timeline events that Flowella already added stay in HubSpot.
- The Flowella channel stays in your HubSpot inbox settings, but Flowella doesn’t send or receive messages through it. If you connect HubSpot again, connect the channel again too.
Install from the HubSpot App Marketplace
If you start from Flowella’s listing in the HubSpot App Marketplace, HubSpot sends you to a Flowella page called Connect Flowella to HubSpot.- Select Sign in to continue.
- Sign in to Flowella, or create an account.
- Go to Settings → HubSpot and follow Connect HubSpot to finish.
Troubleshooting
If the connection fails, Flowella returns you to Settings → HubSpot and shows the reason after “Connection error:”.This HubSpot portal is already linked to another Flowella organization
This HubSpot portal is already linked to another Flowella organization
Signed-in user does not match the OAuth session
Signed-in user does not match the OAuth session
You are not allowed to connect HubSpot for this organization
You are not allowed to connect HubSpot for this organization
We could not complete HubSpot login
We could not complete HubSpot login
We couldn't finish connecting to HubSpot
We couldn't finish connecting to HubSpot
A capability is under Not available
A capability is under Not available
I connected the wrong HubSpot account
I connected the wrong HubSpot account

