How to: Connect HubSpot CRM

Before you start:

• HubSpot CRM permissions are read-only and used to pull data for opportunity attribution reporting in Metadata.
• Specific HubSpot CRM permissions requested by Metadata:
  
  • View details about contact lists
  • View properties and other details about contacts
  • View details about deals
  • View details about property settings for companies
  • View details about property settings for contacts

Connect HubSpot CRM to activate attribution for influenced or triggered deals, and measure funnel performance.

1. Go to the Integrations page
2. Click Connect in the CRM box
   
   
   
   
3. Select HubSpot CRM
4. Click Next
   
   
   
   
5. Verify that you have the correct permissions, and click Connect
   
   
   
   
6. Log in to your HubSpot account, if prompted
7. Select your HubSpot account, and click Choose Account
   
   
8. Click Connect app

Congratulations! You've successfully connected HubSpot CRM. Read All about: Opportunity Attribution to configure your opportunity attribution settings.