Overview

HubSpot is a robust Customer Relationship Management (CRM) platform that effectively assists in managing your business processes. With our unique integration, you can now directly create Valuecase spaces from HubSpot records, linking them effortlessly to contacts, companies, and deals. Furthermore, our integration facilitates bi-directional data sync between HubSpot and Valuecase. Whether it's prospect activity or mutual action plan tasks, you can conveniently transfer all essential data from HubSpot to Valuecase. It simplifies your reporting, forecasting, and deal management processes, thereby enhancing your efficiency and productivity.

How to use

Here are the simple steps to enable HubSpot integration:

• Sign in to your Valuecase dashboard and proceed to the integration settings.
• Identify the HubSpot integration option and click on the 'connect' button beside it.
• Authorize our app by clicking on 'approve'.

Note that you might need admin approval in some instances.

More resources, including a step-by-step set-up guide and a video walkthrough are available in our Help Center.

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