N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Setting up a HubSpot integration with MSPbots is done by authorizing HubSpot in MSPbots and configuring the data source.
This procedure requires HubSpot login. Log in to HubSpot before you start. When prompted to authorize MSPbots to pull data, click Yes.
To set up and connect HubSpot:
- Log in to the MSPbots dashboard as an administrator.
- Go to Integrations and search for HubSpot.
- Open HubSpot and click the Sync button.
- You will see a message saying that you have successfully linked HubSpot. Click the Save button.
- Test the connection.
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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!