Configure a Hubspot Connection

1. Create a Hubspot App

Step 1: In your Hubspot Go to Profile & Preferences

Step 2: Go to Private Apps in Integrations

Step 3: Create a private app

Step 4: Give a name to your App. Example: SuccessGuardian App and Go to Scopes

Step 5: Go to CRM and select all options and give Read and Write access. This is necessary to get data from Hubspot.

Step 6: Click on Create app button

Step 7: Click the “Continue creating” button

Step 8:Click on “Show token” button and then copy the token.

2. Create a Hubspot Connection

Step 9: Head Over To your Connectors in your SuccessBoard and Go to Hubspot

Step 10: Enter your Hubspot Credentials and Hit Submit.

Step 11: You will See your data here, which means the connection works perfectly. Go to the “Map & field” to map your incoming Data.

Step 12: On left are attributes coming from hubspot and on right side you have your SuccessBoard Attributes. (You can add more attributes in DataModeler. They all will appear here).

Step 13: Now your data is mapped into the system. You can head over to Customer Board to see it. Data automatically syncs every 24hrs

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