1Before you start
To install the integration you need:
- A Hivelighter account with admin access to your workspace. You can create one at app.hivelighter.com.
- A HubSpot account with permission to install apps in your portal (App Marketplace access).
The integration requests read only access to your HubSpot companies, contacts, and marketing email content. Hivelighter never modifies your CRM records.
2Connect Hivelighter to HubSpot
- Log in to Hivelighter.
- Open Settings and go to Integrations.
- Click Connect HubSpot.
- You will be redirected to HubSpot. Choose the portal you want to connect and click Connect app to approve the requested permissions.
- After approval you are redirected back to Hivelighter and the connection is active.
Note: the HubSpot user who installs the app is automatically registered as the integration owner and gets access to intelligence content right away.
3View company intelligence in HubSpot
- In HubSpot, open any company record.
- Find the Hivelighter card on the record.
- The first time you open the card for a company, Hivelighter starts researching the business in the background. This usually takes a few minutes.
- Once ready, the card shows curated intelligence collections: recent news, market insights, and key highlights about the company.
Every highlight links back to its original public source, so you can verify any insight with one click.
Tip: research quality depends on the company name on the record. Make sure the company record uses the real business name.
4Embed highlights in marketing emails
You can bring curated Hivelighter content into your HubSpot marketing emails:
- In HubSpot, create a marketing email whose name starts with the prefix
Hivelighter_.
- Add the
{hivelighter} placeholder where the curated content should appear in the email body.
- Open the Hivelighter card on a company record. Your Hivelighter emails appear there, ready to be filled with curated highlights.
- Select the highlights you want to share and insert them into the email.
The card also shows which Hivelighter content was recently shared with a contact, so your next touchpoint builds on the previous one.
5Manage user access
Access to intelligence content is managed per user:
- The HubSpot user who installed the app is registered automatically.
- Other HubSpot users who open the Hivelighter card are prompted to register.
- Registration is subject to the seat limit of your Hivelighter workspace plan. When the limit is reached, additional users see a notice instead of the registration prompt.
6Disconnect or uninstall
You can remove the integration from either side:
- In Hivelighter: open Settings, go to Integrations, and click Disconnect next to HubSpot.
- In HubSpot: go to Settings, then Connected Apps, find Hivelighter, and click Uninstall.
Either action revokes the OAuth tokens and deletes cached HubSpot data stored by Hivelighter for your portal. If a contact is deleted in HubSpot, including privacy deletions, any cached data for that contact is purged automatically.
7Troubleshooting and support
The Hivelighter card shows a pending state for a long time
First time research for a company can take up to 20 minutes. If it does not complete after that, reopen the card. Reopening automatically retries failed research.
The card asks me to register but nothing happens
Your workspace may have reached its seat limit. Ask your Hivelighter workspace admin to review seats or upgrade the plan.
My marketing email does not appear in the card
Check that the email name starts with Hivelighter_ and that the body contains the {hivelighter} placeholder.
Still stuck?
Email us at support@hivelighter.com and we will get back to you within one business day.