Integrating Hubspot Marketing with Revlitix
Integrating Hubspot Marketing 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 Marketing 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: Provide your Hubspot Marketing login credentials.
Step 5: Connecting Data
System Connection: The system will start linking Hubspot Marketing data with Revlitix.
Account Selection: If multiple accounts exist, click 'choose account'. The system will proceed automatically for a single account.
Step 6: Basic Information Details
Input Connection Name: In the Basic Info tab, enter a name for the connection.
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.
Step 8: Report Selection
Choose Reports: Review and select or deselect the reports you want to populate after integration.
Complete Integration: Click 'Next' to finalize the integration.
By following these steps, users can effectively integrate Hubspot Marketing with Revlitix, which will improve the monitoring of productivity, customer relations, and sales and increase ROI.