Easily integrate HubSpot with Jeeva to streamline your CRM operations. Follow this step-by-step guide to set up the integration and make the most of its features.

Step 1: Access Integration Settings

1. Navigate to Settings:

   • Go to the top right of your Jeeva dashboard and click on Settings.

   • Select Integrations from the menu.

2. Choose HubSpot:

   • You will see a list of CRM integrations. Click on HubSpot.

3. Connect Your HubSpot Account:

   • Click on Connect.

   • If prompted, log in to your HubSpot account.

   • Select your organization and click Choose Account.

Step 2: Grant Permissions

1. Review Permissions:

   • A new screen will display the permissions required for the integration.

   • Permissions include access to contacts, companies, deals, and user data.

2. Allow Access:

   • Click on Connect to grant the necessary permissions.

💫 Pro Tip: Don't be alarmed if the app shows as "unverified". This is a temporary status while HubSpot completes its verification process.

Step 3: Configure Field Mapping

1. Field Mapping Setup:

   • After connecting, click on Configure.

   • Select Field Mapping to map Jeeva fields to HubSpot fields.

2. Automatic Mapping:

   • Jeeva automatically maps default HubSpot fields to its own fields.

3. Custom Fields:

   • If your HubSpot setup includes custom fields, add them in the field mapping section.

💫 Pro Tip: Ensure custom fields in Jeeva match those in HubSpot to avoid data discrepancies.

Step 4: Configure Data Push Settings

1. Push Inbound Prospects:

   • Enable this setting to push all inbound leads from your website or automation into HubSpot as contacts.

2. Push Outbound Contacts and Companies:

   • Choose to push contacts and companies generated through outbound automation.

   • Options include pushing contacts on first outreach or only on positive replies.

3. Push Leads:

   • Enable this to push all prospects found by Jeeva into HubSpot as leads.

💫 Pro Tip: Select the "positive reply" option to maintain a cleaner and more relevant CRM database.

Step 5: Save and Finalize

1. Save Configuration:

   • After setting up field mappings and data push preferences, click on Save.

2. Test Integration:

   • Start an automation in Jeeva and verify that contacts and leads are correctly appearing in HubSpot.

We are continuously improving our HubSpot integration and value your feedback. Please share your thoughts and suggestions to help us enhance the integration experience. If you have any questions or need further assistance, our support team is here to help!