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.
1. Integrate HubSpot with your existing PSOhub account.
Navigate to the Settings (in the main menu, click on the Gear icon) of PSOhub and go to Marketplace. Here, under Customer relationship management (CRM) and in the tile HubSpot, click Connect.
The following message box will appear, click Proceed.
The Connecting PSOhub - HubSpot page will then appear:
Select your HubSpot account and click Choose Account
In the next screen, click "Connect app".
Once you are connected you will be brought back to PSOhub where you will see that the tile HubSpot now displays "Disconnect".
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:
2. 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 hit START YOUR FREE TRIAL, and integrate with HubSpot at a later time (see related section further down).
Or, in the Signup 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.
Next steps: