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Integration Setup

To start the process of installing the HubSpot integration, go to the Hubspot Integrations page in Operating and click Connect HubSpot

  1. Click Menu in the top bar.
  2. Select Settings from the dropdown.
  3. Click on CRM Sales Pipeline to open the integration page.
  4. On the Integrations page click on Connect under HubSpot logo**.**
  5. Login to HubSpot to authorize the integration.
  6. Choose an account to connect to Operating.
  7. You will be redirected back to Operating and your integration is now activated!

Configuring the integration

After activating the integration, the HubSpot integration page shows all your deal pipelines on your connected HubSpot accounts.

You can select when you want your deals to appear in Operating. When deals enter the pipeline stages you choose, they flow into Operating when you refresh the CRM status in Operating.

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Refreshing Deals from CRM

You can refresh the CRM status by clicking the big red refresh button on Horizon & Staff views. Whenever a deal has updated and is in the pipeline stages you have chosen in the settings view, it either appears, or updates in Operating.

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Mapping deal data between HubSpot & Operating