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All integrations
Planned

Certivo + HubSpot

Certivo clients are pushed to HubSpot as companies, and booking and client activity is written onto the company record as a note, so sales and marketing see training activity without anyone re-keying it. This is one-way: Certivo writes to HubSpot and never reads from it.

What syncs

  • Clients → HubSpot Companies (one-way push)
  • Booking and enrollment activity → a note on that HubSpot company
  • Each client is pushed once and remembered by the HubSpot id Certivo stores
  • Planned for GA: contact-level sync, and domain/email matching against companies already in HubSpot. Until then a client you already have in HubSpot is created again rather than matched — de-duplicate after your first sync.

Setup (under 5 minutes)

  1. 1Settings → Integrations → Connect HubSpot
  2. 2Authorize via HubSpot OAuth
  3. 3Pick the pipeline and lifecycle stage for new records
  4. 4Choose which objects to sync

Try it with your data

Founders Members get early access, connect HubSpot in under 5 minutes and see your own data flowing through.