Hubspot
Setup
You’ll need a Hubspot administrator to complete the setup.
- Visit the Integrations Page and hit
Connect
under Hubspot
-
Click
Authorize
on the Hubspot Authorization Page -
Click
Manage
on the Hubspot Integration. -
Go to the
User Mapping
tab and confirm it is set correctly. -
After you connect Hubspot, we will attempt to automatically map all your already connected Pylon accounts to Hubspot Companies. After a few minutes, check the
Account Mapping
tab and map any unmapped accounts.
- Turn on your desired features and sync your desired attributes into Pylon!
You’ve setup the Hubspot Integration!