> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.review-collect.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# HubSpot Integration

Connect **HubSpot** to Review Collect to automatically trigger your review requests from your CRM data.

## Connect HubSpot

1. Go to the [**Integrations**](https://app.review-collect.com/home/integrations/) page in Review Collect
2. Click **HubSpot → Connect**

You will be redirected to HubSpot to authorize Review Collect to access your account. The connection is secured with **OAuth 2.0**.

## Send us your configuration details

Then send the following to **your account manager**:

**1. Trigger object** — which object should we use to trigger review requests?
*Examples: deal, contact, company…*

**2. Date field** — which Date field should we use to schedule the sending?
*Examples: close date (`close_date`), became customer date (`became_customer_date`), custom field…*

**3. Contact fields** — from which object(s) can we retrieve them? For each field, specify the object + the field name:

* ID
* Order date (or signup, activation… depending on your business)
* First name
* Last name
* Email
* Phone number
* Language (optional)

**4. Filters or exclusions (optional)** — do you have rules to exclude certain records?
*Example: exclude deals where the `customer_type` field = B2B*

Copy-paste template for your message:

```
Trigger object:
Date field:
ID:
Order date:
First name:
Last name:
Email:
Phone number:
Language (optional):
Filters / exclusions:
```

## We take care of the rest

Once we have your information, our team sets up the integration on our side.

**Estimated time: 24 to 72 hours after your details are sent.**