To connect Romify to HubSpot you need to navigate to Setup (1) → Integrations (2) → Hubspot (3) and click New Connection button (4)
New Connection
- Name - you have the option to enter a custom name for your connection (1). For instance, if you are connecting Sandbox and Production environments, you can name them accordingly
- Connect button - click this button to create a new connection (2)
- Not Connected - the red banner indicates that this HubSpot integration is not yet connected (3)
- Login to HubSpot - you need to Login with your HubSpot credentials to create connection to your HubSpot. Choose account (4) and Connect app (5)
- Enable Integration - popup window will open asking for Enabling connection that you just created (6). Click Enable button to continue
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NOTE: Romify can be connected to only one integration at the time. If you have other integration already enabled those would go off if you decide to enable this new integration. You can always enable or disable any integration later under Integration Settings. Learn how by reading following article.
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- Connected & Enabled - once all the steps have been completed, you will notice the following changes: The enable 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), and the Connect button will change to a Disconnect button (10).