About: HubSpot is your all-in-one business companion, combining marketing, sales, and customer service tools into one streamlined platform. It simplifies the process of attracting, nurturing, and delighting your customers, creating smoother experiences for everyone involved.
Steps to Set Up
Navigate to Revsure App
Click "Data Sources"
Click "Add New"
Select HubSpot from the List of Sources
Set the "Connection Name" field.
Type "Revsure Hubspot"
Give the date for the Sync Historical Data Field
Click "Connect"
Click "Sign in to your HubSpot account"
Select the "Account" you wish to connect and authorize.
Click "Confirm Mapping"
Click "CONFIRM"
The HubSpot Connection is established
