Getting Started - HubSpot
Follow these steps to connect your HubSpot and automate your tasks effortlessly.
Step 1: Select HubSpot from viaSocket’s Library of Apps
             Select HubSpot: Click on HubSpot to begin the integration process.
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Step 2: Authenticate
Authentication Prompt: After selecting HubSpot, viaSocket will prompt you to authenticate your HubSpot account.
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Choose Account: You will be asked to choose from one of your HubSpot accounts. Select your desired account and Click on 'Choose Account' to proceed.
        Log In to HubSpot: If you are not already logged in, you will be asked to log into your HubSpot account.           Â
Map Data Fields, Test and Save
- Ensure that data from the triggering app is correctly mapped to the fields in HubSpot. This might involve mapping email content to a lead’s details or form submissions to contact records.
- Before finalizing, run a test to ensure everything is set up correctly.Â
- Once you are satisfied with the test results, save your step.