How to set up HubSpot

  1. To use HubSpot with Rapidomize, you must connect your HubSpot account to Rapidomize. If you already have an account with HubSpot, you can use it. If not, you need to create an account with HubSpot.

  2. Once you select HubSpot app from the list of , authorize Rapidomize to access your HubSpot account.

    Hubspot

  3. Sign in to access your HubSpot account.

    Hubspot

  4. Allow Rapidomize to access your HubSpot account.

  5. Full edit permission is required for create/update actions. You will only need “view only” permission for triggers and data retrievals.

  6. Once Rapidomize is connected to your HubSpot account, you can proceed with your creation.

    Hubspot

Tip: Whenever you want to select data values from previous steps, click select data button button in your workflow.

Last modified August 16, 2024