📌 At present, the integration setup can only be done by the Hubspot Admin
To set the integration:
Go to the workspace setting.
Select HubSpot under the integration part.
Select Connect to begin the authorization for the HubSpot integration.
4. This will take you to a different page to authorize your HubSpot account.
5. Click on Connect the app to setup the integration
6. You'll be redirected to the integration page once the integration is done 🎉
How to Import Contacts and Companies from HubSpot?
Once the HubSpot integration is completed, you can select the company fields that must be imported from your Hubspot instance.
Post selection, you can click on import to import/ sync the contacts and the companies from HubSpot.
These imported contacts and companies will be available in the Customer section.
📌 Please consider learning more about creating customer segments using Hubspot fields to utilize your customer data within Zeda effectively.
How do we raise feedback from HubSpot?
Once the Integration is completed, you'll see the Zeda widget on the right-hand side on the contact or company page.
You can click on add feedback, which will open the feedback form.
Add the title, description, and title of the feedback, and submit.
This will be logged in the feedback section of the Zeda dashboard.
💡 In case you have got a specific query to ask, you know where to find us 👉