How To Integrate HubSpot With GoCardless

How To Integrate HubSpot With GoCardless

  1. Log in to HubSpot: Access your HubSpot account.
  2. Go to Integrations: Navigate to the integrations section in HubSpot.
  3. Search for GoCardless: Look for GoCardless in the available integrations.
  4. Click on Install: Select the option to install the GoCardless integration.
  5. Authorize Access: Grant HubSpot permission to access your GoCardless account.
  6. Configure Settings: Set up your preferences for how the integration should work.
  7. Test the Integration: Run a test to ensure everything is functioning correctly.
  8. Monitor Transactions: Keep an eye on your transactions through HubSpot.