Setting up Hubspot integration

The integration with Hubspot CRM lets you import/export prospects and triggers tasks and contacts based on prospect engagement.

To set up the integration, you will need your Hubspot username.

  1. At your Klenty account, go to Settings -> CRM Settings.
  2. Click on Hubspot, enter your Hubspot username and click on Authenticate.
  3. You will be redirected to your Hubspot account to allow permissions. Click on Grant Access to finish setting up.