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Delivery Setup of Hubspot

Delivery Setup​

This guide explains how to configure the HubSpot CRM integration on our platform using the information provided by the customer.

1. Prerequisites​

Ensure you have the following details from the customer:

  • Access Token

2. Configure the HubSpot CRM Integration​

Steps to Configure API Access:​

  1. Log in to the Marketplace platform.
  2. Navigate to the Integrations > CRM section.
  3. Select HubSpot CRM from the list of available integrations.
  4. Click on Create Integration and provide a descriptive name (e.g., "HubSpot CRM Production Integration").

HubSpot CRM create integration screen in Marketplace

  1. In the HubSpot CRM Details section, enter the following:
    • Access Token: Paste the access token provided by the customer.
  2. Save the integration to establish the connection.