Updated 4 July 2024
Note: You can integrate HubSpot with your existing PSOhub account or integrate with HubSpot as you create your PSOhub account. This article will cover both scenarios.
Integrate HubSpot with your existing PSOhub account
Navigate to the Settings (click on the Gear icon in the main menu) of PSOhub:
Go to Marketplace & Integrations. Here, under Customer relationship management (CRM) and in the tile HubSpot, click Connect.
The following message box will appear, click Sign in to your HubSpot account.
The next page will appear:
Select your HubSpot account and click Choose Account.
In the next screen, click Connect app.
Note: If your PSOhub account has multiple organisations, HubSpot will ask if you would like to share the connection between them. If yes, you can switch on the button Share HubSpot connection with all child organizations and click Save. If not, ignore the share HubSpot connection button and immediately click Save.
Once you are connected you will be brought back to PSOhub where you will see that the HubSpot tile now displays Disconnect.
If at a later stage your PSOhub account has multiple organizations and you need to connect HubSpot to them, you can click the Settings link under the Disconnect button and switch on the above option.
Note: PSOhub comes with example data of contact, company, projects and invoices to get you familiar with them prior to creating your own. If you wish to get started right away, you can already create a project from a deal in HubSpot.
Next steps:
Integrate with HubSpot as you create your PSOhub Account
To create your PSOhub account, navigate to https://www.psohubapp.com/
To start your 30-day trial, click the link Click here.
In the next screen you can enter your email address and click START YOUR FREE TRIAL, and integrate with HubSpot at a later time (see related articles at the end of this article).
Or, in the signup with section, click on HubSpot and integrate with HubSpot at the same time as you create your account:
The Connecting PSOhub - HubSpot page will then appear:
Select your HubSpot account and click Choose Account.
In the next screen, click Connect app.
From here, complete the next steps to finalize the creation of your account.
Note: PSOhub comes with example data of contact, company, projects and invoices to get you familiar with them prior to creating your own. If you wish to get started right away, you can already create a project from a deal in HubSpot.
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