TABLE OF CONTENTS


Prerequisite

  1. You would need Admin privilege in GTM Buddy to Enable the integration.
  2. You would need access to the following objects in Hubspot
    • Company
    • Deal
    • Contact


Enabling the Integration

  1. Open the web app of GTM Buddy and navigate to Admin --> Integrations
  2. Under Integration, you would see a widget for Hubspot, click on Enable 
  3. Once you click on enable, you will see a prompt to login into your Hubspot instance.
  4. If you have login into multiple accounts of Huspot you would have to select the account
  5. You will see the permissions that is required by GTM Buddy on the Hubspot. You can review this and click on Connect
  6. Once the integration is successful you will see this on GTM Buddy