Before you start:
- HubSpot CRM permissions are read-only and used to pull data for opportunity attribution reporting in Metadata.
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Specific HubSpot CRM permissions requested by Metadata:
- View details about contact lists
- View properties and other details about contacts
- View details about deals
- View details about property settings for companies
- View details about property settings for contacts
Connect HubSpot CRM to activate attribution for influenced or triggered deals, and measure funnel performance.
- Go to the Integrations page
- Click Connect in the CRM box
- Select HubSpot CRM
- Click Next
- Verify that you have the correct permissions, and click Connect
- Log in to your HubSpot account, if prompted
- Select your HubSpot account, and click Choose Account
- Click Connect app
Congratulations! You've successfully connected HubSpot CRM. Read All about: Opportunity Attribution to configure your opportunity attribution settings.