Pre-requisites
You have have an active Hubspot account and admin rights to connect to Alguna. We also recommend connecting your Hubspot account in your Sandbox before connecting to production.Overview
Permissions
Alguna automatically sets up technical mechanisms in your Hubspot instance upon connection to enable notifications and benefit from real-time synchronization. For this, we recommend using a user with a System Administrator profile when connecting your Hubspot instance. Otherwise, the user account used needs to have specific permissions.Syncing Flow
Set up Hubspot
Using the email address of the service account you created earlier, grant the following permissions:Production environment: https://app.alguna.io/settings/integrations
Sandbox environment: https://app.sandbox.alguna.io/settings/integrations
1
In Alguna, please navigate to the Integrations page
Once logged into the correct environment, go to General Settings → Integrations.
2
Click on the Connect button for the Hubspot integration
On the Integrations Page → Click Connect on Hubspot integration.
A modal will pop-up asking you to allow access into your Hubspot instance.
3
Name integration for your future reference
Once connected, you may name the integration.
4
Choose syncing option
On the next screen, choose to use Hubspot as a source of creating new accounts in Alguna (this setting only applies to Hubspot → Alguna).
5
Complete integration
- On the next screen you can choose to connect all your existing customers. Please consult the Alguna team if you want to do the full migration.
- This can always be triggered on an ad-hoc basis if you need it in the future by notifying Alguna in our shared Slack channel.
Syncing Flow
Account Creation
The integration allows you to import customers once they get to a certain deal stage (pre-determined by you, e.g.closed-won).