Setting Up Team-Level Instances for HubSpot

Learn how to effectively integrate multiple instances of HubSpot at a team level for seamless marketing automation and collaboration.

Introduction

As enterprise organizations grow, it's common for different teams or business units to use separate HubSpot accounts to manage their marketing automation workflows. However, until now, Goldcast allowed only a single HubSpot integration per account—creating friction for companies that needed more flexibility across departments or brands.

With the Team-Level Integration for HubSpot, Goldcast now supports connecting multiple HubSpot instances within a single Goldcast account. This powerful feature enables each team in your organization to connect its own HubSpot account, manage field mappings independently, and ensure that event data is synced to the correct HubSpot workspace—all without interfering with other teams' configurations.

This functionality is especially valuable for customers using Team Workspaces, allowing each team to:

  • Operate with autonomy using their designated HubSpot instance
  • Sync event data cleanly and accurately to the right HubSpot programs
  • Maintain a unified experience across Goldcast while preserving team-specific integration needs

By enabling granular control and scalability, Team-Level Integration for HubSpot helps enterprise customers maximize their operational efficiency and data accuracy across marketing workflows.

Step-by-Step Guide to Team-Level Integration

The following are the steps to add team-level integration:

  1. Log in to a Goldcast Studio platform.
  2. Navigate to Integrations module.
  1. Click Visit Marketplace to add a new HubSpot instance.

Note: Click here to learn how to connect your Goldcast organization to HubSpot.

 
  1. Provide a suitable title.
  2. Click Install.
  1. Choose HubSpot account from the dropdown and click Finish. Upon clicking this button, authentication is successful, and a new instance is successfully added and enabled.

Note: If you have a new account to connect or haven't added it already, please use + Add a new account option in the list.

 

Let's now assign this instance to a Team Workspace.

Assign HubSpot Instance to Team Workspace

The following are the steps to assign a HubSpot instance to a team workspace:

  1. Navigate to Settings module.
  2. Go to Team Workspaces section.
  3. Open the desired workspace.
  1. Scroll down and choose an instance from the HubSpot integration's dropdown.
  2. Click Save. Upon clicking this button, a HubSpot instance gets successfully assigned to your Team Workspace.

Enable HubSpot Instance

If you want to enable the already disabled HubSpot instance, then perform the following steps:

  1. Open your HubSpot instance.
  1. Click Enable button present at the bottom. Upon clicking this button, a HubSpot instance gets successfully enabled.

 

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