HubSpot

HubSpot is an inbound marketing and sales platform that helps companies to attract visitors, convert leads and close customers.

Integrating CustomFit.ai and HubSpot will help your website to:

• Display the company and contact details

• Personalize the website based on the Lifecycle stage

• Personalize the website based on the Lead Status and so on

Follow the below steps to integrate CustomFit.ai with HubSpot :

• Log in to the dashboard and click on settings from the sidebar

• Click on 3rd Party Integrations

• On the integrations page, you can see the HubSpot section

• Click on the status field to enable HubSpot Integration

• You will be redirected to the HubSpot login page. Enter your credentials and click on Login

• Select your account

• CustomFit App requires the following permissions

  • Contacts

  • Basic OAuth functionality

  • Forms

• Then click on Connect app button to connect CustomFit with Hubspot

• On Successful integration you will be redirected to the integrations page

• In-case if the Hubspot integration fails and if you wish to retry then click on Retry button

• If you want to know in which other environment your Hubspot account has been integrated then reach out to CustomFit support. Click on Go back button which will take you back to integrations page

• In the Hubspot section, you can see the Settings button. Click on it

• The visitor can provide the permission to update few of the Hubspot properties and select the checkbox inorder to allow the CustomFit to update the Hubspot properties

• Once the visitor clicks on save, only those properties specified by the visitor will be updated by CustomFit.ai