# Connect HubSpot

> Connect your HubSpot account to a Signalbox workspace, and see what Signalbox may read and write there.

You need to be an admin of the Signalbox workspace, and a super admin of the HubSpot account.

1. Open **Settings**.
2. Press **Connect HubSpot**. HubSpot asks which account to connect and lists what Signalbox may do there.
3. Choose the account and approve.

You come back to Settings. Signalbox then reads, from HubSpot:

- your forms and their fields
- your users, as reps
- your meeting links, which Signalbox no longer uses
- your deal pipelines and stages
- your contact, company and deal properties

This takes a minute or two. Settings shows when each was last read. **Sync now** reads them again.

## What Signalbox may do in HubSpot

| It reads | It writes |
|---|---|
| Forms, meeting links, owners and users | Contact and company properties you choose |
| Contacts, companies and deals | Deals, when a flow has a Create deal step |
| Property definitions | Tasks, when a flow has a Create task step |
| Meetings Signalbox booked, for their outcome | Meetings, when a visitor books, moves or cancels |
| Your workflows, by name (optional) | A contact's enrolment in a workflow, when a flow has an Enrol in HubSpot step (optional) |

The workflows permission is optional. HubSpot offers it only where your account has workflows, and Signalbox works without it.

## One account, one workspace

A HubSpot account can be connected to one Signalbox workspace only.

## If the connection is lost

If someone removes the app in HubSpot, or the person who connected it loses their access, HubSpot refuses Signalbox. Every screen then shows a banner, the Overview lists it under **Needs attention**, and visitors see your forms' own thank-you. Connect again on Settings. Nothing else is lost.
