HubSpot Integration

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

Connect HubSpot

1. Go to the 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.

Updated on: 20/07/2026