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[New] Hubspot Integration

  • June 15, 2023
  • 2 replies
  • 372 views
staceyhatch
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šŸŽ‰ Our new, bi-directional HubSpot Integration is now available in the Recipe Builder "Community":Ā 

  • Keep HubSpot as your system of record. Push onboarding progress back into HubSpot via theĀ GUIDEcx CRM Card.
  • Auto-populate a live onboarding project once a deal is marked closed-won. TheĀ HubSpot recipeĀ automatically assigns a project manager, triggers the right template based on product SKU, invites customer team members to the project, and more!

Check it out --->

Ā 

emaynez

2 replies

Caden Madsen
  • Caden Madsen
  • New Participant
  • January 15, 2024

I have connected our accounts per the instructions in the KB. Unfortunately, the card shows up in HS with out any info. It looks as thought the project is empty. Did I do something wrong in set up?Ā 

emaynez
staceyhatch
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  • staceyhatch
  • Author
  • Community Manager
  • January 16, 2024

Hi @Caden Madsen! This is likely an issue with the mapping process. Iā€™m emailing you directly so we can walk through fixing it.

Ā 

emaynez
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