HubSpot

HubSpot is a platform that connects marketing, sales, and services tools to a unified Customer Relationship Management (CRM) database.

Prerequisite

User with Super Admin privileges.

Integrating HubSpot

1. Log in to the Harmony SaaS Administrator Portal.

2. From the top banner, click Integration Manager.

   

3. In the HubSpot widget, click Connect.

   

   The HubSpot window appears.

   

4. Click Connect.

5. Click Sign in to your HubSpot account.

   

   The HubSpot login page appears.

6. Enter your credentials and click Log in.

7. Select an account and click Choose Account.

   

8. Click Connect app.

   

   In the Harmony SaaS Administrator Portal, the Successfully connected message appears.