The Org Integration is the per-user connection in The Org Settings that lets you push contacts and companies.
App | Where you connect | What it is for |
The Org Integration | Settings → Connected Apps (CRM integrations) on The Org | Push and export as this user. Also syncs contacts that are not already on the portal |
Clicking Connect in Settings is what starts The Org Integration for HubSpot.
Prerequisites
A HubSpot account
A The Org account for each person who will use the chart or push contacts
Permission to install apps in HubSpot (Marketplace Access or Super Admin) for the first install
Connect The Org Integration
Each The Org seat connects their own The Org Integration app. This is required to export or push contacts and companies to HubSpot.
1. Open Settings
On The Org, go to Settings → Connected Apps (CRM integrations).
2. Connect HubSpot
Choose Connect next to HubSpot. This starts OAuth for The Org Integration.
3. Approve access
The first person in a HubSpot portal must have Marketplace Access or be a Super Admin. Everyone after them only needs permission to edit contacts and companies.
You must be signed in to The Org to finish. If you are not, you are sent to login and then back to Settings → Connected Apps (CRM integrations).
Uninstall
Disconnect The Org Integration for one seat: on The Org, Settings → Connected Apps → HubSpot → Disconnect.
Remove The Org Integration from the portal: in HubSpot, Settings → Integrations → Connected apps → The Org Integration → Uninstall. That also disconnects every seat that used it.
Disconnect in Settings only removes that specific seat’s The Org Integration connection.
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