How to integrate Hubspot CRM with Spotter? – Spotter V2

Created by Andre Greiner, Modified on Fri, 3 Mar, 2023 at 3:19 PM by Andre Greiner

HubSpot is a Sales CRM built to make it easy to organize, track , and grow your sales pipeline . It is the world's largest digital marketing and sales CRM platform.

Follow the steps outlined below to quickly and easily integrate Exact Spotter with HubSpot :

1. Login to the Exact Spotter page with a Manager account .

a. Enter your email and password, then click Sign In .

2. After login, go to Settings > Integrations .

3. From the Integrations menu , go to CRM and select the HubSpot CRM Integration option .

a. Enter the HubSpot CRM Token in the Adm Token field ;

b. Check the Delete deal, person, organization and activity checkbox when canceling meeting, if necessary ;

c. Click Save Changes at the bottom of the page.

4. To identify the HubSpot CRM Token , go to the software page and log in.

5. After login, access the Marketplace menu , located in the upper right cornerand select the Connected Apps option .

6. Access the menu Integrations > API Keys and click Show , after that click Copy.

a. If you don't have an API key created, click the Generate new key button to have the token created.

7. Return to Spotter and complete the integration. After completing the integration, set up the Default Funnel and Step you want to send the lead from Spotter to HubSpot .

8. Click on Define Funnel and Default Step for sending , select the Funnel registered in your CRM, to send the leads.

9. After defining the Funnel , choose the Stage you want to send the lead and click Save Changes , at the bottom of the page.

10. After this process, go to the menu Team > Salesperson > choose the desired salesperson and click Edit User .

11. To register the sellers' Token in Spotter , just select the HubSpotCRM option in the CRM field and fill in the CRM User field with the seller's access email to HubSpot and click Save .

IMPORTANT: It is mandatory that the lead is registered with an email, otherwise the integration will not occur.

Done, your HubSpot CRM integration is now set up and ready to go.

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