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Setting up the HubSpot integration

How to connect and enable data synchronization between HubSpot and Myphoner

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated this week

1. Connect your HubSpot account

There are two ways to connect HubSpot accounts in Myphoner:

  1. Connect your own HubSpot account from Manage -> Settings -> Integrations.

  2. Connect (multiple) client-held Hubspot accounts (requires the Premium plan) from Manage -> Clients -> edit client.

Click "Connect" under Hubspot and follow the instructions to authorize Myphoner access to your Hubspot account.

Connecting your own HubSpot account from Myphoner settings

Connecting clients' HubSpot accounts from the Client management section

2. Enable the integration from the list configuration

Enable the integration for each of your Myphoner lists, where you want it. Go to Manage -> Lists -> edit list -> HubSpot to enable and configure the integration.

Configure and enable the HubSpot integration from the Myphoner list configuration section.

3. Check the mappings

Ensure that the fields and users are mapped correctly.

Checking integration mappings from the List configuration section

That's it!

Once you enable the integration, Myphoner will start synchronizing with HubSpot according to your configuration.

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