How to Setup Hubspot As A User

The HubSpot Integration will allow you to add "Contacts" to Hubspot that can then be used in HubSpot Sales, Marketing and Support. To set it up as a user is a straightforward process detailed below.

Prerequisites:

• The Selligence Account Admin has Integrated & Authenticated with HubSpot.
• You have a valid login for Hubspot with the permissions to add "Contacts"

1. Go to Selligence

2. Click on the Menu Button in the top right

If using linkedin as a login method, this icon could be an image. If you're using an email and password, it's likely going to be your initials.

3. Click on Account

4. Type in your email address

5. Click on Save

Note the green tick. When you enter your email we validate that your email address is a user of the companies Hubspot account and that you have permission to add "Contacts" Should we not find a user in Hubspot with this email this will fail and show a red cross. In that case, please double check the email address you are entering is the same one you use in HubSpot.

6. Click on View news

7. Click on an event

8. Select a contact

9. Click on Export

10. Click on Add to Hubspot

11. We will show a progress indicator

12. A success message will show once complete