HubSpot Integration

Modified on Fri, 19 Jan 2024 at 07:36 AM

Integrating HubSpot with Josys enables the IT Admin to view and manage accounts. 



Key benefits  


When you integrate Josys with HubSpot, you can:

  • View: List of user accounts, including their status, roles, and super admin status.
  • Perform actions: Create or delete user accounts.

Note: Josys supports multiple HubSpot integrations.

 


Prerequisites


Before you begin with the integration, make sure that you have:

  • A HubSpot Admin Account.
  • The Enterprise Plan or Professional Plan.

 

Steps to Integrate

 
Step 1: Select HubSpot from the App Catalog in the Apps section.



 

Step 2: Provide a suitable Label for identification. Click Next to proceed. 

 

 

 

Step 3: Log in to HubSpot using an admin account. Follow the guided steps to authorize Josys and complete the integration. 



 

Step 4. After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section. 






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