How to connect HubSpot?

Prerequisites

Before connecting HubSpot:

• You must have Admin access in HubSpot

• You must have permission to install apps

• You must be logged into the correct HubSpot account

How to Connect HubSpot

Step 1: Go to Integrations

1. Log in to SalesMonk.

2. Click Settings from the left sidebar.

3. Click Integrations under Workspace.

4. Locate HubSpot.

5. Click Connect.

Step 2: Continue Secure Authentication

SalesMonk uses a secure authentication flow.

1. Click Continue on the authentication screen.

1. Select HubSpot as the integration provider.

Step 3: Grant Required Permissions

SalesMonk will request access to:

• Read and write Contacts

• Read and write Companies

• Read and write Deals

• Read Owners and Users

• Access CRM schema data

Click Connect to grant access.

Step 4: Choose HubSpot Account

1. Select the HubSpot account you want to connect.

2. Click Choose Account.

Step 5: Confirm Connection in HubSpot

HubSpot may show a notice indicating the app has not been reviewed by HubSpot.

To proceed:

1. Check the acknowledgment box.

2. Click Connect app.

After successful authentication, the integration status will show as Connected.