The Hubspot integration allows you to make CircleLoop calls directly from Hubspot, as well as pushing your Hubspot contacts into CircleLoop.
To install the Hubspot integration, follow the steps below:
- Click the Settings icon within CircleLoop.
- Click Integrations in the settings menu.
- On the integrations page, locate Hubspot and click Install.
- Login to your Hubspot account if required.
The Hubspot integration will now install and connect with your Hubspot account with CircleLoop. This will begin the process of importing your Hubspot contacts, depending on the number of contacts you have, this may take some time.
Configuring the Hubspot integration
Once the Hubspot integration is installed you can configure the setup by following the steps below:
- Click the Settings icon within CircleLoop.
- Click Integrations in the settings menu.
- On the integrations page, locate Hubspot and click Configure.
- Tick the check boxes for any features you wish to enable.
- Click Reconfigure.
Uninstalling the Hubspot integration
To uninstall the Hubspot integration, follow the steps below:
- Click the Settings icon within CircleLoop.
- Click Integrations in the settings menu.
- On the integrations page, locate Hubspot and click Uninstall.