Aptly + HubSpot

Overview

Aptly integrates with HubSpot to connect customer, contact, company, and deal data from HubSpot CRM to your Delegation of Authority (DoA) framework. This integration enables organizations to embed governance and authority logic into operational and sales workflows by mapping CRM ownership, roles, and pipeline contexts to Aptly’s delegated authority model.
By synchronizing relevant HubSpot records — including users, owners, and relationships — Aptly ensures approval, review, and delegation rules remain aligned with real-time CRM activities and organizational assignments. The connection uses OAuth 2.0 authentication and the HubSpot API to access CRM, Contacts, Companies, Deals, and associated properties.

Key Capabilities

CRM Owner & Role Mapping
Aptly ingests user and owner data from HubSpot CRM (e.g., assigned owners for contacts, companies, deals) to map authority and approval responsibilities within Aptly. This ensures that delegated decisions mirror actual role assignments in sales, customer success, and operations.

Customer and Company Context
HubSpot company and account hierarchy data can be used to align delegation decisions to account tiers, regions, or business units — enabling context-aware governance for customer-centric approvals.

Deal & Pipeline Integration
Aptly can use HubSpot deal data — such as deal stages, values, and owners — to drive governance decisions for approvals tied to opportunity progression, discount thresholds, or contract execution authorities.

User Profile & Team Sync
User profiles and teams from HubSpot can be synchronized into Aptly as identity anchors for delegation. Changes to team membership or role in HubSpot automatically update corresponding authority assignments in Aptly.

Custom Field Support & Mapping
Administrators can define custom field mappings for HubSpot properties, allowing organization-specific delegation logic (e.g., region codes, product lines, or custom sales roles) to influence authority assignments and workflow triggers.

Audit & Traceability
Every sync between HubSpot and Aptly is recorded in Aptly’s audit trails. Compliance teams and governance owners can see exactly what CRM data influenced delegation outcomes, when changes occurred, and who was responsible — enabling transparent, audit-ready governance.

Value to Organizations

Integrating HubSpot with Aptly brings CRM context into your authority and decision governance systems. By aligning sales and customer relationship data with delegated approval processes, organizations gain stronger control over decisions tied to revenue, contracts, discounts, and customer commitments. This reduces misalignment between CRM actions and governance policies, improves accountability, and creates a more transparent decision lifecycle across go-to-market and operational teams.

Example Use Cases

• Deal Approvals: Automatically route high-value deal or discount approvals based on delegated authority, using HubSpot deal owner and stage context.
• Customer Onboarding: Enforce review and sign-off thresholds before moving customer accounts to “active” or “contract executed” stages based on Aptly delegations.
• Role-based Sales Governance: Map HubSpot teams or owners to delegated roles in Aptly to ensure sales decisions follow approved governance paths.
• Contract Authority Limits: Validate contract approval authority using HubSpot object references (e.g., deal size, region, owner role).
• Audit Visibility: Produce reports showing which HubSpot user roles triggered delegation decisions or approvals in Aptly.