How to connect HubSpot to Datalix

Jennifer

Last Update 2 年前

Connecting your HubSpot CRM instance to Datalix is easy.

Step 1 - In the menu options, click on Integrations.

Step 2 - Click Connect next to HubSpot.

Step 3 - Datalix will prompt you to login to your HubSpot instance. Enter your credentials and click Log in.

Note - this step will be skipped if you are already logged into HubSpot on another browser tab.

Step 4 - Select the HubSpot account you want to connect to and click Choose Account.

Note - this step will be skipped if you are already logged into HubSpot on another browser tab.

Step 5 - HubSpot will ask you to confirm you want to connect Datalix to your HubSpot instance. Click on Connect app.

Step 6 - your HubSpot instance should now be connected. If you received an error message or had trouble with these steps, please contact us on Live Chat. 😃

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