HubSpot Integration in Dash SaaS
Introduction
HubSpot is a comprehensive customer platform that empowers growing businesses to deliver outstanding customer experiences. It offers an integrated suite of tools that seamlessly work together to prioritize customer relationships, provide customization options, and promote team collaboration through its Smart CRM. HubSpot’s ultimate goal is to assist businesses in creating delightful interactions with their customers.
One of the standout features of HubSpot CRM is its effortless data synchronization, which streamlines the sales process. This functionality ensures that your HubSpot data remains up-to-date and in sync, providing real-time and accurate information for your sales team. This synchronization boosts efficiency, encourages better collaboration, and accelerates data processing, all contributing to improved business productivity and success. HubSpot CRM simplifies data management with features like data tracking, sales automation, and pipeline visibility. It also facilitates seamless communication with prospects and integrates with other HubSpot tools, ensuring a holistic approach to sales data management, leading to increased conversions and revenue growth. Harness the power of seamless data synchronization with HubSpot CRM today to enhance your business operations.
Workflow Installation
So, the following is the process of the installation of the HubSpot Add-On with the help of which you can easily have access to this add-on.
Step-1 : Super Admin Access
Firstly, the super admin has to add the HubSpot add-on by following a few steps.
- Login to the super admin side and scroll down to “add-on manager”.
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- Click on the “+” (Module Setup) button to add the Add-On.
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- You will find a box where you will have to attach the ZIP file of “HubSpot Add-On.”
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- After you complete the module setup process, you have to enable it so that the rest of the customers can buy it.
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Step-2 : Company Settings Process
After the super admin enables the add-on, the admins can purchase the add-on and have access to the HubSpot add-on by following the steps mentioned below.
- So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Activity Log add-on and buy it.
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Step 3 : How to use the HubSpot Add-on?
- In the settings, click on the system settings, find out HubSpot, and enter the access token with the help of the link given below. https://www.hubspot.com/products/crm
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- After that you will be able to synchronize the HubSpot add-on in Product and Service Module, and in CRM module on the deal page.
- You have to just click on the HubSpot button, given at the top right side of the page.
- Once you synchronize the HubSpot with the modules, you will see that all the products and deals are synchronized with HubSpot, and they all will be visible on that page.
- If the status is unmatched then you will have to add the details by clicking on the action button.
- Once you add all the asked details, the status will be matched.
So, this is how you can integrate the HubSpot add-on in WorkDo Dash by following these steps.
Categories
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