Chapter 313 HubSpot

This chapter describes HubSpot Connect tools and features, which are found in System toolbar and tools and Connect toolbar and tools. (7400)

HubSpot Connect makes it easy to connect and share data with the marketing solution, Hubspot. Setup is divided into three steps: Registration, Settings, and Mappings.

HubSpot Connect is fully customizable, so there are some choices to make. To start, use basic settings to see how it works. Then revise your settings to get the results you want. Support includes unlimited setup help, and we are happy to connect and configure.

Registration is the first step. This turns on Hubspot Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.

Settings is the next step, entering the credentials HubSpotConnect needs. Open the Company card again and go to the Company Prefs tab and click the on the Hubspot Settings button. Enter the appropriate settings, choosing Automatic for mappings.

Mappings let you change what goes where, if you need. Go to the Hubspot tool on the Connect toolbar. Select a Mapping from the list and make needed changes. Then, click Save As... in the lower right and save your new Mapping ("MyHubSpotImport").

You can return to Settings in the Company Prefs tab of Company card to select your new Mappings and turn on Auto-Import when settings are complete. Or, go to the HubSpottool on the Connect toolbar to import a batch.


  HubSpot Connect

  Chapter 313 HubSpot

Return to Help