How To Integrate HubSpot With Insightly
- Create Accounts: Ensure you have active accounts on both HubSpot and Insightly.
- Access API Keys: Go to your HubSpot account settings to find your API key.
- Log into Insightly: Open your Insightly account and navigate to the settings.
- Find Integration Options: Look for the integrations or API section in Insightly settings.
- Enter HubSpot API Key: Input your HubSpot API key into the designated field in Insightly.
- Configure Sync Settings: Choose what data you want to sync between HubSpot and Insightly.
- Test the Integration: Run a test to ensure data is syncing correctly.
- Monitor Data Flow: Regularly check the integration to ensure everything is working smoothly.
