HubSpot Integration Manual

Overview

HubSpot is an add-on feature and must be enabled prior to use. Contact the Customer Success Team, or customersuccess@responsive.io, to enable it.

The HubSpot integration allows you to submit project requests, track progress, and access proposal content without ever leaving HubSpot.

See Associating HubSpot Deals with Responsive Projects and Creating Intakes from HubSpot for more information.
For an overview of this feature, download the attachment at the end of this article.

Permissions

You must be an Admin to enable HubSpot in Organization Settings. Once enabled, each individual user must connect to HubSpot manually (using the same email address they use in Responsive) to complete the process.

Select the applicable tab for your edition of Responsive.

Integrating HubSpot CRM with Responsive
1. Go to Organization Settings > Integration > CRM. Enable HubSpot and click Configure.
2. Specify a number for the Sync Interval, select a unit of time from the drop-down menu (you can specify a number of hours, minutes, or days), then click Close.
3. Once the HubSpot toggle has been turned on in Organization Settings, each individual user must do the following in order to complete their integration:
  1. Go to My Account and click Connect next to HubSpot.
  2. Login with your HubSpot credentials.
    Note: You must use the same email address in HubSpot that you use in Responsive.
  3. Select the account you want to connect to and click Choose Account.
  4. Review the permissions and click Connect App to finish setting up the integration.
Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for details.