Hubspot

Introduction

In this document, we provide a step-by-step guide on how users can integrate HubSpot in their Wave account to sync contacts across their HubSpot ecosystem.

Intergrating HubSpot in Your Wave Account

1. Login (opens in a new tab) to your Wave user account
2. Go to Settings, then click on Integrations.
3. Click on the 'Connect' button.
   
   
   
4. A pop-up will open, allowing you to turn on contact auto sync between your Wave and HubSpot accounts. We recommend leaving this on. Press 'Continue.'
   
   
   
5. A new tab will open asking you to authenticate your HubSpot account. Press 'Sign in to your HubSpot account.'
   
   
   
6. Provide your HubSpot credentials in the fields provided. Press 'Log in.'
   Note: The account you authenticate must be a Salesforce administrative account to ensure your integration works properly.

   
   
7. In the following page, select the HubSpot account you wish to integrate to your Wave account. Press 'Choose Account.'
   
   
   
8. After reviewing the permission prompt, check the agreement box to grant HubSpot access to your Wave account data. Press 'Connect app.' You will now be re-directed to your Wave account.
   
   
   
9. Verify a successful integration of HubSpot by spotting the ‘Disconnect’ button across HubSpot.
   
   
   

Congratulations 🎉, you have successfully integrated HubSpot in your Wave account. Your Wave contacts will automatically sync to your HubSpot account.