Integrate HubSpot to auto-sync customer insights, reference deals, and generate client-facing documentation.
Key Benefits
- Use CRM data to auto-fill documents
- Sync follow-up actions and feedback into cortx
How to Set Up
- Go to Integrations from the left navigation bar (or) click the three-dot menu and select Integrations.
- From the CRM tab, enable HubSpot.
- You’ll be redirected to HubSpot’s login page.
- Sign in to your HubSpot account or create a new one.
- Once authenticated, your HubSpot account is integrated.