How to: Integrate Hubspot Marketing Automation

Prerequisites:

Before you connect, please, make sure your HubSpot account has permissions:

• Marketing
• Sales
• Content
• Export Data
• Edit Property Settings

You will also need to ensure the following is enabled under CRM tools list:

How to Connect to Hubspot

STEP 1 - Navigate to the Integration page

Click the menu item Integrations on the left side bar and then click the Connect in the Marketing Automation box.

Select HubSpot and click Next.

STEP 2 - Authorize your HubSpot account.

You will be redirected to login to your HubSpot account. Enter your HubSpot username & password.

STEP 3 - Map HubSpot Fields

STEP 4 - Configure Parameters

Read: All about: Marketing automation parameters

STEP 5 - Submit test lead

Read: How to: Submit test leads