To connect Romify to HubSpot, navigate to Setup (1) → Integrations (2) → HubSpot (3) and click the New Connection button (4)

New Connection

• Name - enter a custom name for the connection (1)
  • For instance, if you are connecting both a Sandbox and Production environment, you can name them accordingly
• Connect button - click Connect to create the new connection (2)
• Not Connected - the red banner indicates HubSpot is not yet connected (3)

• Login to HubSpot - Login with your HubSpot credentials to initiate the connection to your HubSpot account. Select the proper account and click Choose account (4), then Connect app (5).

• Enable Integration - a popup window will open requesting to Enable the integration that was just created (6). Click the Enable button to continue.

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NOTE: Romify can only be connected to one integration at a time. If other integrations have been previously enabled, those would turn off if you decide to enable this new integration. Integrations can always be enabled or disabled later under Integration Settings. Learn how to disable Salesforce integrations here.

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• Connected & Enabled - once all the steps have been completed, you will notice the following changes:
  • The enabled banner will turn green and read "Enabled" (7)
  • The connection banner will turn green and read "Connected"(8)
  • The Reload button will become active (9)
  • The Connect button will change to a Disconnect button (10)