HubSpot
The companies in HubSpot are the customers in Kabaido, refreshed daily and matched on domain.
Pull companies from the HubSpot CRM into Customers with a scheduled REST connection.
| Status | Template: A prepared recipe on a generic path, which you finish. |
| Kind | CRM |
| For | Sales Engineer, Service Centre, Wizard, Inspect and Commerce |
What you get
The companies in HubSpot are the customers in Kabaido, refreshed daily and matched on domain.
Connect it
In Settings then Integrations, open the entry and follow its steps:
- Step 1.
Create a HubSpot private app with read access to companies and copy its token.
- Step 2.
Create a REST connection here with the companies endpoint and that token.
- Step 3.
Map the company name and the domain, then run the test fetch.
- Step 4.
Schedule the daily sync and check the first run.
More
- On the website: HubSpot.
- The provider's own documentation: developers.hubspot.com.