HubSpot Integration
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      How to reconnect your HubSpot integration and map users

      Below is a step-by-step guide detailing the process of re-connecting the HubSpot Integration including how to configure Firmable users to be set as the record owner in HubSpot. Estimated time to complete: 3 minutes.

      Prerequisites 

      Before initiating the integration, ensure the following:
      • You are on a Teams or Teams Pro plan with Firmable.  
      • You have the Admin or Integration role permission on Firmable and the Super Admin role in HubSpot.

      How to reconnect HubSpot
      • Log in into your Firmable account to begin your installation process. 
      • Click on Manage account in the top right corner.
        Hubspot image 1
      • In the secondary menu, click on Integrations.
        HubSpot integrations image
      • Locate the HubSpot integration and click to connect.
        HubSpot unconnected CRM copy
      • Choose the HubSpot account you wish to connect with Firmable and click Choose account. 
        HubSpot connect option
      • Provide your Firmable login credentials if prompted (Note: it may not if you’re already signed in to an active session).
      • You’ll be provided with a summary of the access the Firmable HubSpot Integration needs from your HubSpot account. This allows us to enrich records you choose to update data values for. Review and click Connect app.
        Reconnect hubspot
      • Now your HubSpot Integration has been reconnected to your Firmable account. 
      • All previously mapped fields will remain. See this guide for more information HubSpot integration and property mapping processes.
      • Click save mappings.
        HubSpot connected


      How to map users (optional but recommended)

      If users are not mapped, the default behaviour is to leave the record owner field blank.

       

      • Click on Integrations and User mappings. 
        user mapping actual image 1
      • Select the corresponding Firmable user from the dropdown to update the Owner name field. 
        User mapping 2
      • Repeat this step for each Firmable user and click Save mappings.user mapping save mappings
         
      • To clear user mapping, click the rubbish bin icon and click save mappings.

      We hope this article has helped you understand how to reconnect HubSpot and set up user mapping. If you have any other questions, don't hesitate to contact us at support@firmable.com.