Connecting to HubSpot

Connecting to HubSpot

Follows these steps to connect to HubSpot

 

  1. While in the Creatio Connect Designer, navigate to the Connections tab
  2. Select the HubSpot connector that you will be using for the integration
  3. If no HubSpot connector appears in the list, create a new connector by selecting the + icon in the upper right corner.

  1. Specify the Connection Name
  2. Select Connection Type – select HubSpot
  3. Select Authenticate Now
  4. The view will change to HubSpot’s authentication process

 

  1. Select the HubSpot user that will be used to access the Creatio Connect data for the integration

 

  1. Select okay to allow the Creatio Connect User to have access to the HubSpot data

 

  1. Navigate back to Creatio Connect Designer UI

 

  1. You can test the connection by navigating back to the connector tab
  2. Select the Connector
  3. Select Test
  4. If the connection is successful, a dialog will appear indicating success

 

  1. Select Save to save the changes

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