How To Integrate HubSpot With Freshsales

How To Integrate HubSpot With Freshsales

1. Log into HubSpot: Access your HubSpot account.
2. Go to Integrations: Navigate to the integrations section in HubSpot.
3. Search for Freshsales: Look for Freshsales in the list of available integrations.
4. Click on Connect: Select the option to connect Freshsales to HubSpot.
5. Authorize Access: Grant HubSpot permission to access your Freshsales account.
6. Configure Settings: Adjust the integration settings as per your needs.
7. Map Fields: Ensure that the data fields between HubSpot and Freshsales are correctly mapped.
8. Test the Integration: Run a test to confirm that data syncs properly.
9. Save Changes: Finalize and save your integration settings.
10. Monitor Data Flow: Regularly check to ensure data is flowing smoothly between both platforms.