This article mainly guides how to connect HubSpot integration to MSPbots.
Prerequisites
This procedure requires a HubSpot login. Log in to HubSpot before you start. When prompted to authorize MSPbots to pull data, click Yes.
How to set up and connect HubSpot to MSPbots
- Log in to the MSPbots as an administrator.
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Go to Integrations and search for HubSpot, then click it to open the connection settings.
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Click the Sync button.
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Click Sign in to your HubSpot account to access your HubSpot account.
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If you need to create a new HubSpot account, please click Create a new HubSpot account. This article assumes you have already registered for a HubSpot account, so it will not go into detail on that topic.
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If you need to create a new HubSpot account, please click Create a new HubSpot account. This article assumes you have already registered for a HubSpot account, so it will not go into detail on that topic.
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Enter the email address for your HubSpot account, using a Google email address as an example for a registered HubSpot account.
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Click Sign in with Google.
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Awaiting verification for login.
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Select your Google account used to register for HubSpot.
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Please decide based on your needs whether to set up 2FA (Two-Factor Authentication).
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Check your HubSpot account and click on Choose Account.
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Check the agree box and click Connect app, once it changes to
, click it.
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You will see a message saying that you have successfully linked HubSpot to MSPbots.