How to set up your HubSpot + CRM Integration App with SyncSmart
Modified on: Fri, Apr 16, 2021 at 1:28 PM
Connecting your HubSpot integration with SyncSmart is quick and easy:
Step 1: Create your account
The account setup form will ask for some basic information to set up your account and prepare for your integration build.
Step 2: Connect to your HubSpot Portal
After clicking "Connect", you'll be redirected to HubSpot's secure app connection screen. Choose the HubSpot portal, then click the orange "Grant Access" button. Depending on the integration, your account may lack permissions to set up the integration. If you encounter problems with permission errors, please consult your HubSpot Super Admin.
At any time, you may disconnect the integration app if you no longer need it. You'll find this in the Settings gear icon, Integrations > Apps. Search for the app in the list, and click "Disconnect".
Step 3: Schedule your Setup Call
The final step is to use our HubSpot Service Enterprise calendar scheduler to book your setup call with one of our integration professionals. During our setup call, we'll discuss your integration objects, field mappings, and setup project scope to launch your integration app.
If you need any help along the way, simply email firstname.lastname@example.org. We can't wait to help you with all your HubSpot integration needs.
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