Connecting HubSpot
LeadJar needs a level of access to your HubSpot account in order for our app to work properly. The steps to connect LeadJar with your HubSpot account are listed below.
-
In the left hand nav bar, click the integrations tab and then click Enable
on the HubSpot integration.
-
Select the account you want to connect to if you manage more than one HubSpot account
-
In this step we're asking access to:
- View CRM related data: related to Owners (when importing owners)
- Update CRM related data: Contacts (when assigning owners)
- Workflows: Enable LeadJar as a custom action in your Workflows
-
Basic OAuth:
OAuth is a
protocol for security and required by HubSpot for public integrations
-
Click on Connect app. If successful, you should be redirected back to
LeadJar and your HubSpot integration should now be marked as Active