How to Use the Hubspot Integration
Set up seamless 2-way pipeline management using Hubspot.
Alex
Last Update 2 years ago
ProspectingToolkit's Hubspot integration is a native 2-way connection that allows you to add and manage your deals using either your ProspectingToolkit CRM or Hubspot.
Connect your Hubspot to ProspectingToolkit:
1 Login to your ProspectingToolkit account.
2 Click on the "Integrations" tab.
3 Click on the "CRM Integrations" Filter.
4 Click Add CRM Integration
5 Locate the Hubspot Integration.
6 Click "Connect Hubspot"
7 Enter your Hubspot credentials, and click "Connect".
When Hubspot is activated, a menu called "Pipeline" will be added to the navigation bar on the left-hand side.
Add your deals
Adding deals to your Hubspot is easy.
1 Locate your prospect in the Inbox
2 Select the prospect you would like to add to your CRM
3 Click on the "Create new Deal" from the Profile Card in the "CRM Deals".
4 Select the Deal Stage, and add the deal name, value, and currency.
5 Click "Create"
When a deal is created, the deal will be added directly to your ProspectingToolkit Pipeline and Hubspot Account. Future changes made in either ProspectingToolkit or Hubspot will change the deal stage, value, currency, name, or "won/lost" status.