INTEGRATION - MA - Hubspot

Owned by Kevin Joyce
Last updated: Jan 13, 2022 by Joshua Desmarais
2 min read

HubSpot


Prerequisites 

Before you connect, please, make sure your Hubspot account has permissions:

  • "Marketing"
  • "Sales"
  • "Content" 


How to Connect to Hubspot



STEP 1 - Navigate to the Integration page

Click the menu item Integrations on the left side bar and then click the Connect button on the HubSpot snippet.

 

STEP 2 - Authorize your HubSpot account.

You will be redirected to login to your HubSpot account. Enter your HubSpot username & password.

STEP 3 - Map HubSpot Fields

Select the Hubspot fields for mapping.

Please make sure you do not select any 'Read-Only' fields during mapping to push data because the action to push leads will fail.

Important: Your converted lead detail will be sent to the fields that are selected on this step.

Please note there is a section to map read only fields for the following:

  • Score 
  • MQL Date

Data will be read from Hubspot and entered in our Converted Leads page for these fields based on your mapping.

STEP 4 - HubSpot is Connected. Three Settings


After you are successfully connected to Hubspot, you can update the following settings:

  • Send Leads Before Enrichment
  • Only Send Enriched Leads
  • Replace non-English characters 


STEP 5 - Preview and Edit Mapping

You can select "View Mapping" on Integration page to preview. 

You can also edit your mapping if needed from this page.