There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.
Pre-Implementation
To connect you will need administrator access in your HubSpot account.
Implementation
1. Connect to HubSpot
Go to BUCS Customer Portal > Connection Hub. Locate or search for the HubSpot connector and click Connect.
2. Name your Connection
Enter a Name for your connection on the first page of the connection wizard and click Connect. The connection name should be descriptive and specific to the connection you want to establish.
3. Log In to HubSpot
Next, you will be directed to Sign in to your HubSpot account. Enter your credentials and click Log in.
You will need to have HubSpot Administrator access in order to establish the connection.
4. Authorize the Connection
If you have access to multiple companies in HubSpot, use the drop down field to select the companies BUCS Analytics can access and click Choose account.
5. Connection Established
If the connection was established successfully you will see a Connection Established message and data from HubSpot will continuously sync to BUCS. If the connection was not successful, you will be asked to try again.
NOTE: If you don't see your HubSpot data appear in the BUCS platform in 24 hours, please contact your account team.