Set up personal or workspace integrations

Workspace admins can now connect HubSpot, API access, and webhooks once for the whole workspace instead of setting them up separately for each person. You can also choose exactly which extra contact fields Valley sends to HubSpot.

Open Integration Settings

1. Go to Settings > Integrations.

Choose a scope

Each integration now shows two tabs:

• Personal — Connects only for your own user account.

• Workspace — Connects once for the entire workspace and applies to all teammates and campaigns.

Connect HubSpot for the workspace

1. Switch to the Workspace tab in the HubSpot section.

2. Click Connect HubSpot.

3. Sign in with your HubSpot credentials and authorize Valley.

4. Choose which extra fields to sync:

   • Valley LinkedIn URL

   • Industry

5. Save the settings.

Connect API access and webhooks

1. Open API > Workspace or Webhooks > Workspace.

2. Enter the API key or webhook URL.

3. Save.

All workspace members will now use the shared connection.

Switch from personal to workspace

1. If you already have a personal connection, disconnect it first.

2. Create the new Workspace connection.

3. Valley will use the workspace connection for all team members going forward.

What stays personal

Individual user preferences, such as notification settings and default workspace, remain personal even when integrations are shared.