HubSpot

HubSpot is a comprehensive platform for marketing, sales, and customer service. It helps businesses manage customer relationships, automate marketing campaigns, and track sales pipelines.

Before you begin

To begin monitoring HubSpot, ensure you have the following components and permissions in place:

• OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
• Platform-specific Requirements: You'll need administrative access to your HubSpot account to generate a private app access token.

Configure data collection

1. Activate API Access: In your HubSpot developer settings, create a private app and generate an access token with read permissions for users and subscriptions.
2. Add Credentials: In the OpenLM Cloud Broker dashboard, find the HubSpot integration and enter the private app access token.

HubSpot credential configuration in Cloud Broker

Approve HubSpot in OpenLM Platform

1. Sign in to OpenLM Platform.
2. From the menu, go to License Servers → Pending Server.
3. Select the HubSpot data source, then select Approve and Merge.

Verify the integration

1. In OpenLM Platform, go to Allocation.
2. Confirm HubSpot usage data appears.

note

It can take up to 3 minutes for data to appear after approval.

Viewing reports

• User activity trends — see which users are most active in the platform; reallocate seats accordingly.
• Expired or unused licenses — identify inactive users and reclaim their seats.

Reference

• Broker Hub