The Hubspot CRM integration will allow users to sync with the vCIOToolbox platform opportunities and match accounts and contacts.
1. Generate a API key in Hubspot
a. Click on the settings icon
b. Navigate to Integration > Private Apps
c. Create a Private App
d. Name the App
e.In the Scopes tab ensure all the settings below are enabled.
f. Commit Changes and view access token
2. In vCIOToolbox navigate to [QBR/GRC] > integrations > Settings > Hubspot
3. Enter in the Hubspot API and Authorization Token and click save.
Hubspot API URL: https://api.hubapi.com
4. Navigate to Hubspot Sync and test your connection.
5. Configure your settings and sync companies
6. Once you have confirmed your companies have synced you can initially sync contacts and opportunities
7. Also, confirm your PSA settings are configured to name Hubspot as your opportunity source
If you have any issues with your connection, please contact support@vciotoolbox.com