HubSpotis a CRM platform which allows you to keep track of leads and customers at different stages in their journey. HubSpot’s CRM comes with a selection of tools, including live chat, dynamic lists, forms for lead capture, and email marketing.
How to get set up
1
In Symon.AI, go to the Data tab.
2
Click Import Data.
3
In the third-party sources section, click HubSpot.
If you are not already logged into HubSpot you will be prompted to log in.
4
Once you are logged in, Symon.AI will ask you which HubSpot account you would like to connect to. Select the account, then click Choose Account
5
You will be redirected to an app approval page, where you must select Connect App in order to connect Symon.AI to HubSpot.
You will now be able to use HubSpot as a third-party source for data imports.
Importing Data from Hubspot
1
Within Symon.AI's Data tab, select Import Data.
2
Select HubSpot from third-party sources.
3
Select the HubSpot connection you wish to pull data from.
4
Select the start date. Then, click Next.
5
Select the data sets you would like to import. Then, click Next.
6
Choose the columns you would like to import and select whether you would like to hide or obfuscate the values for the columns. Then, click Next.
7
Review the data for import. Then, click Import to complete the import.
8
The imported HubSpot data will be visible on your My Data page.
