How To Integrate HubSpot With Pipedrive

How To Integrate HubSpot With Pipedrive

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