Help Center / Integrations / Marketing Automation Tools

Get Started: Integrate Hubspot Marketing Automation

Prerequisites:

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

  • Marketing
  • Sales
  • Content
  • Export Data
  • Edit Property Settings

You will also need to ensure the following is enabled under CRM tools list:

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How to Connect to Hubspot

STEP 1 - Navigate to the Integration page

Go to Settings > Integrations and then click the Connect in the Marketing Automation box.

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Select HubSpot and click Next and Connect.

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STEP 2 - Authorize your HubSpot account.

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

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STEP 3 - Map HubSpot Fields

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STEP 4 - Configure Parameters

Read: All about: Marketing automation parameters

STEP 5 - Submit test lead
 

Read: How to: Submit test leads