Enable auto-sync for HubSpot CRM

This guide walks you through turning on Auto-sync for your HubSpot source, so your agent's knowledge base stays current without manual re-syncs.

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Note:

This feature is available on our Enterprise plans. If you're interested in enabling it, please contact our sales team.

How to enable the Confluence Auto-Sync feature

  1. Click the three dots next to your agent’s name, then select Build.
  1. In HubSpot section, find your connected HubSpot portal, click the three-dot menu next to it, and select Sync Settings.
  1. Toggle Auto Sync to Enabled.
  1. Select which objects you want to auto-sync, or click Select all.
  1. Click Save to apply your settings.

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