Connecting your Elate account to HubSpot is incredibly simple and can be done in less than five minutes.

3. Select whether you or someone else will be owning this Hubspot connection. If you have a Hubspot account with the proper permissions, this will be you! Select "Me".

4. This will pop open the connect flow. Follow the detailed step-by-step instructions provided in the flow to successfully connect to Hubspot.

5. Once connected, Hubspot will appear under the "Connected" tab.

Please note that it may take a while for your connection to fully sync.

6. If you do not have a Hubspot account, or if you would like another team member to manage this Integration for your Elate Instance, select "Another Elate User" instead.

7. Use the drop-down menu to invite another user to connect Hubspot to your Elate account.

8. This user will receive an email invitation from Elate, asking them to login and connect to Hubspot. By selecting "Connect Plugin", your teammate will be automatically directed to the connect flow.

9. If you did not set up the connection, you will still be able to see who connected the Integration for your organization, pictured below.

Congrats - Your HubSpot account is now connected in Elate!

Once your Hubspot Integration is connected, the Integration Owner (the user who made the initial Integration connection) is able to "Manage" the Integration (see below).

This involves assigning other Elate members to the Integration, syncing, reconnecting, and disconnecting the connection.

If you are the integration owner and want to assign another team member to an Integration, go to your "Connected" tab on the Integrations page and select "Manage" on the Integration card.

From there, you'll be prompted to assign Integration access to another teammate. Find your teammate in the drop down and select "Assign to Integration".

Once invited, your teammate will appear below, showing that they have Integration access.

To revoke Integration access, use the three-dot menu.

As the Integration Owner, you can use the three-dot menu to Sync, Reconnect, and Uninstall your Integration.

While Integrations with Elate sync very frequently, there may be times when a manual sync is necessary. Choose sync to trigger this process.

2. Select HubSpot from the list of Integrations presented and select "Connect".

3. Next, configure your metric to properly display the data on the graph by selecting drop-downs that mirror the information exactly as they appear in HubSpot.

While data typically syncs almost instantly, please be advised that it may take a moment or two for data to populate. If you ever have a doubt about your Integration's syncing status, navigate to the Integrations page to Manage your Integration connection.

4. Click save, now you'll see the graph populated with the data. If you need to change any outcome settings, navigate back to your outcome and select "Configure" to get back to the configure metric settings.

5. When in doubt, you can always see who connected your Outcome and when Data was last refreshed by hovering over your Integration icon.

In order for your teammates to connect and configure an outcome in Elate using a connected Integration, two things must be true.

An Elate user has access to edit an Outcome if:

An Elate user has access an Integration if:

Hooray! You did it.