How To Integrate HubSpot With Acuity

How To Integrate HubSpot With Acuity

1. Create Accounts: Ensure you have active accounts on both HubSpot and Acuity.
2. Log In: Sign in to your HubSpot account.
3. Access Integrations: Go to the HubSpot dashboard and find the "Integrations" section.
4. Search for Acuity: Look for Acuity Scheduling in the integrations list.
5. Click on Acuity: Select Acuity Scheduling to start the integration process.
6. Authorize Connection: Follow prompts to authorize HubSpot to connect with Acuity.
7. Set Up Preferences: Choose your integration preferences, like syncing contacts and appointments.
8. Test the Integration: Schedule a test appointment in Acuity to ensure it syncs with HubSpot.
9. Monitor Data: Check HubSpot for new contacts and appointments from Acuity.
10. Adjust Settings: Modify any settings as needed for optimal performance.