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Setting up a HubSpot integration with MSPbots is done by authorizing HubSpot in MSPbots and configuring the data source.
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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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