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Opentra Docs

HubSpot

HubSpot is where the deal is won; Opentra is where the work gets delivered. The integration keeps both sides looking at the same companies and people.

What it does

Section titled “What it does”
  • Company sync. HubSpot companies map to Opentra organisations, so a client you closed in sales already exists when the first ticket lands.
  • Contact sync. Contacts stay aligned with their org — the person who emails support is the same record your CRM knows.

The sync surfaces on each organisation as a HubSpot card, so you can see the link and its state without leaving the org page.

Setup

Section titled “Setup”
  1. In Settings → Integrations, connect HubSpot.
  2. Opentra matches HubSpot companies to your organisations and keeps contacts in step.
  3. Review the HubSpot card on any organisation to confirm the mapping.