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Overview

The HubSpot Integration in this CRM is designed to streamline meeting management and appointment scheduling by connecting your CRM with HubSpot. This integration allows you to:

  • Sync meetings and appointments between your CRM and HubSpot.
  • Manage HubSpot company integrations for secure API access.
  • View, create, update, and delete HubSpot links and users directly from the CRM interface.
  • Customize table views for integrations, links, and users, including flexible row counts and sorting.

Key Features​

  • Centralized Meeting Management:
    View and manage all HubSpot-related meetings and appointments from within the CRM.

  • Company Integration:
    Add or update company credentials to enable secure communication with HubSpot APIs.

  • Link & User Listings:
    Access detailed lists of HubSpot links and users, with options to sort, search, and customize the number of rows displayed.

  • Easy Integration Actions:
    Edit, view, or delete integrations and links as needed, with confirmation prompts for critical actions.

Typical Use Case​

  1. Integrate your company with HubSpot by adding company credentials.
  2. View and manage HubSpot links for scheduling and tracking meetings.
  3. Monitor HubSpot users and their appointment activity.
  4. Delete integrations when they are no longer needed.

This integration ensures seamless meeting coordination and efficient management of HubSpot data within your