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Manage HubSpot Integration

You can disable the integration with HubSpot and also check the history of changes made (audit).

On this page:

  • Deactivate Integration with HubSpot

  • Consult Audit

    • Consult Audit filters

Before you begin, you need to…

Deactivate Integration with HubSpot

You can deactivate the integration with HubSpot if you no longer intend to use Autoresponders.

By disabling this integration, Guru will stop passing on leads captured from the corresponding HubSpot mapping.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

menu-integrations-autoresponders-hubspot.png

2 - Click Disconnect.

hubspot-disconnect.png

Consult Audit

For security reasons, Guru stores a history of all operations performed in the integration, identifying user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

menu-integrations-autoresponders-hubspot.png

2 - Click the Audit tab.

tab-audit.png

3 - Activities are displayed on a timeline (from most recent to oldest).

hubspot-audit.png

4 - If desired, you can view the details of the activity by clicking on its title.

hubspot-audit-select.png

5 - Click on one of the available sections to view the data:

Detail

Displays detailed information about the activity in question.

  1. ID: update identification number (ID);

  2. Type of change made;

  3. Created at: date the activity was recorded.

hubspot-audit-detail.png
User

Displays information about the user who performed the action.

  1. Name: name of the user who performed the operation;

  2. Email: email of the user who performed the operation.

hubspot-audit-user.png
Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

  1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

  2. IP: device IP address;

  3. User Agent: identification of the user agent that performed the operation.

hubspot-audit-infrastructure.png

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

By default, only records from the last 28 days will be shown, but the period can be changed in the filters under the Period field.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

menu-integrations-autoresponders-hubspot.png

2 - Click the Audit tab.

tab-audit.png

3 - Under Audit, click on Filters.

filters.png

4 - Fill in one or more filter options:

  1. Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view;

audit-filters.png

5 - Click on Filter.

You can view the number of applied filters, and when using them, you can clear them without accessing the Filters icon again, making it easier to remove the selection.

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