Login To Hubspot Account
If you are Hubspot CRM user, login with your developer account or create one or login with existing Google Account.
Create a Test Account
- Upon login as a new user, you are redirected to Developer Home. Here, you must select – ‘Create a Test Account’.
- Again, you will be redirected to another window and will see a “Create test account” button, click on that.
- Next, a pop-up window will appear. Name your test developer account. Name the same and click on “Create” button.
- Now the test account for the developer is ready. Click on Profile icon. You can see the account created.
Create HubSpot Private App Key
- To create Private app
- Click on settings icon from the right-side menu tab
- Next, click Integration -> Private app
- HubSpot Private app Key page is displayed
- Click on Create Private app button
- You can change private app name
- Click on scope
- Confirm the Private app access
- Upon confirmation, the Privarte app Key is generated
- Copy the Access private app key
Login | CRM Integration With Clodura.AI Suite
Login to Clodura.AI suite Go to Setting -> CRM Integration Toggle button below HubSpot icon Paste the API Key copied from HubSpot here Click on “Save” button
Successfully Connected To HubSpot
- You can see the pop-up once HubSpot is connected to the Clodura suite
- Click on “Ok” button.
- Next, fill in the company details.
Company | Contact Field Mapping
- Company Field Mapping and Contact Field Mapping section opens up
- Company Name, Name and Email are mandatory fields (Note: No two fields should be same)
- Click on “Save” button.
- Once the field mapping is successfully done, the pop-up window appears to notify. Click on “Ok” button.
Add/Update to HubSpot
- Check for the button of Add/Update to HubSpot in your Clodura Account
- Now, you can add companies from Companies section to your HubSpot CRM.
Add/Update to HubSpot
Now, click on companies to search for your ideal buyer.
To add the selected companies in your CRM database, below are the steps:
- Select the companies
- Click on Add/Update to HubSpot
- You can see the dropdown menu –
- Preferred Contacts: Preferred contacts are the key contacts of the companies that you have selected as per the seniority level.
- All Contacts: All Contacts means all the selected companies contacts will automatically get added to your CRM.
Show Contacts
- Select the companies and click on show contacts.
- Here, you select the companies and can also add them directly by clicking on Add/update to HubSpot.
Add Company Contacts
- Click on the person icon and you will be navigated to the contacts page to selected company.
- From here, you can add the contact to the HubSpot CRM.