HubSpot CRM
It provides an overview of the HubSpot CRM integration process and how it enables seamless data synchronization between HubSpot and the Marketplace platform.
Overview
The HubSpot CRM integration allows you to connect your HubSpot account with the Marketplace platform to synchronize customer data. This guide is divided into two sections:
- Customer Setup: What the customer needs to provide to enable the integration.
- Delivery Setup: What your team configures based on the customer's input.
Integration Setup Process
The integration process involves the following steps:
- Customer Setup:
- The customer creates a HubSpot account, generates a private app, and retrieves the access token.
- These details are shared with the delivery team for configuration.
- Delivery Setup:
- The delivery team configures the integration in the Marketplace platform using the provided details.