Skip to main content
Connecting HubSpot lets Gatrevo check your CRM before every campaign to automatically exclude existing customers and contacts in active deals.

​
Connecting via Private App token

  1. In HubSpot, go to Settings → Integrations → Private Apps
  2. Click Create a private app
  3. Give it a name (e.g. “Gatrevo”)
  4. Under Scopes, add:
    • crm.objects.contacts.read
    • crm.objects.contacts.write
    • crm.objects.notes.write
  5. Click Create app → copy the token (starts with pat-na1-...)
  6. In Gatrevo, go to Settings → Integrations → HubSpot and paste the token

​
What Gatrevo does with HubSpot

  • Deduplication — checks every prospect against your HubSpot contacts before Gate 2. Existing customers and active deals are filtered out automatically.
  • Notes — logs a note on the HubSpot contact record when a draft is approved and sent.
  • Auto-deal creation — optionally creates a deal in HubSpot when a prospect replies positively (configurable in Settings).

​
Disconnecting HubSpot

Go to Settings → Integrations → HubSpot and click Disconnect. Future campaigns will use Gatrevo’s internal contact store for deduplication instead.