Integrating Hubspot CRM with Revlitix
Integrating Hubspot CRM into the Revlitix platform can significantly enhance your strategic decision-making capabilities. This detailed guide is designed to help users smoothly authenticate and complete the integration process.
Step 1: Begin the Integration Process
Action: In Revlitix, navigate to the Integrations module.
Select: Click on Hubspot CRM under the Available Integrations section.
Step 2: Instigate Integration
Launch: Click the 'Get Started' button to initiate the integration with Revlitix.
Step 4: Hubspot Account Credentials
Login Requirement:
Set-up Two-Factor Authentication
Provide your Hubspot CRM login credentials.
Step 5: Connecting Data
System Connection: The system will start linking Hubspot CRM data with Revlitix.
Account Selection: If multiple accounts exist, click 'choose account'. For a single account, the system will proceed automatically.
Step 6: Basic Information Details
Input Connection Name: In the Basic Info tab, enter a name for the connection.
Data Refresh Intervals: From the choices available for the Data Refresh Intervals, choose one. This setup will refresh the data as the user chooses.
Proceed: Click 'Save & Next'.
Step 7: Field Mapping
Mapping: Map Contact Fields to Contact Properties as indicated. This process also applies to Deal and Company properties.
Mandatory Fields: Ensure all starred values are filled in during mapping.
Field Search and Mapping: Locate your field names and align them with corresponding fields in Revlitix, using previews for accuracy.
Set as Default: Users can choose the fields to be set as Default by checking the box against each mapping field.
Step 8: Report Selection Post-Integration
Choose Reports: Review and select or deselect the reports you want to populate after integration.
Complete Integration: Clicking 'Next' will complete the integration process.
Users can effectively integrate Hubspot CRM with Revlitix by following these steps, improving productivity monitoring, customer relations, sales, and increased ROI.