The Hubspot integration enables users to export record from Sales Companion to HubSpot.
The integration is admin-centric, which means the admin must enable and configure the integration before user can actually use it. This includes setting up field mappings to ensure seamless workflows. Once configured, all users can log in and start using the integration via the Companion Tool.
Jump to a Section:
Setting up the Integration
Admin Enabling the Integration
Navigate to the Sales Hub.
Log in using one of the following methods:
- Email and password
- Microsoft OAuth: Click Sign in with Microsoft.
Note: If you are already authenticated on the legacy Cognism tool, you will not need to log in again.
Step 1: Click on 'Integration' on your left-hand side menu
Step 2: Click on 'Setup' under Hubspot integration.
Note: Clicking the button will open a new browser tab where you can adjust your HubSpot configuration. Once you've made your changes, you can simply close the tab.
Step 3: Add the Hubspot connection.
Click the 'Add' button. This will enable the Hubspot integration for all users on the account and they can login with their HubSpot credentials.
To configure field mappings, the admin user will have to login to Hubspot. Click 'Login' and you'll be redirected to the HubSpot login page.
- After logging in, select your account to connect Cognism to Hubspot. If you are already logged in to Hubspot on your browser you'll be redirected straight to this page.
You will then be redirected back to Cognism where a popup will appear, indicating you have successfully logged in with HubSpot.
Note
If the connection to HubSpot fails, it is usually due to permissions. You will need to enable the following permissions:
- App Marketplace Access
- Import & Export Enabled
- View, Edit, Delete for Contacts, Companies
- Edit CRM Properties
User Integration
After an Admin enables and configures the HubSpot integration for the account, users can log in and begin using the integration.
Navigate to the Settings section on your Side Navigation menu.
Click 'Log In' next to the Hubspot integration.
You will be redirected to the HubSpot login page, unless you are already logged in to HubSpot on your browser. You can then select your account to connect Cognism to Hubspot.
You will be redirected to the Cognism Companion Tool and you can start exporting records to Hubspot.
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