The HubSpot Integration allows you to export Contacts from the Cognism Web Platform or Chrome Extension to HubSpot.
An admin user needs to first enable and, setup the integration by configuring the Field Mappings to prevent any workflow disruptions, in the Cognism Web Application (Prospector) before other users in the organization can use the integration, after which all users can login and begin using the integration via the Web Application or Cognism Chrome Extension.
Jump to a Section:
Setting up the Integration
Admin Enabling the Integration
Click the User Avatar at the top-right of your screen > click Settings > Click the Integrations icon.
Navigate to the HubSpot integration and click Add.
After clicking Add, users in the organisation can Login with their HubSpot credentials. To configure field mappings, admin user will have to first Login to HubSpot. Click Login and you will 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 you will be redirected straight to this page.
You will then be redirected to the Cognism Web Application where a popup will appear, indicating you have successfully logged in with HubSpot.
If the connection to HubSpot fails, it is usually due to permissions. You will need your permission temporarily changed to Super Admin in HubSpot. Once this is done, and the connection succeeds, you can switch back to your normal permission set and the HubSpot integration will function as normal.
After an Admin enables and configures the HubSpot integration for the organisation, users can log in and begin using the integration.
Navigate to settings by clicking the User Avatar > Settings > Integrations.
Navigate to the HubSpot integration and click Login. You will be redirected to the HubSpot Login page, unless you are already logged in to HubSpot. You will then need to select your account to connect Cognism to HubSpot.
You will be redirected to the Cognism Web Application and a popup will appear indicating you have successfully logged in with HubSpot.
Please sign in to leave a comment.