HubSpot Integration Guide
momencio utilizes a native integration with HubSpot. Integrating takes an estimated 5 minutes to complete.
It is critical that the momencio users performing the integration is an administrator of both momencio and HubSpot. They are users that have the right permissions to perform:
- Read and write leads and/or contacts.
- Assign new contacts to a campaign.
- Write to a contact’s activity stream in HubSpot.
In order to add a HubSpot Integration to your momencio instance, please follow the steps below:
- Click on the menu and select the Integrations -> CRM Integration option.
- Click on the New CRM Integration button.
- Select the HubSpot integration from the list of the available integrations.
On the Authentication tab, click the button to login to your HubSpot account.
Data object selection
On the Data Object tab, select the momencio objects that you want to sync to your HubSpot account.
Record Mapping tab, select the momencio users and map them with the HubSpot users that you want.
On the Summary tab, click the Finish button for the integration to be completed.