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How to Integrate Hubspot Marketing

Ray avatar
Written by Ray
Updated over 2 weeks ago

​Integrating HubSpot Marketing with Revlitix enhances your strategic decision-making by providing comprehensive insights into your marketing efforts.

Follow these steps to set up the integration:​

Step 1: Access the Integrations Module

  • Log in to your Revlitix account.​

  • Navigate to the Integrations module.​

  • Under the Available Integrations section, locate the HubSpot Marketing card.​

Step 2: Initiate the Integration

  • Click the Get Started button on the HubSpot Marketing card to begin the integration process.​

Step 3: Authenticate with HubSpot

  • You will be redirected to the HubSpot login page.​

  • Enter your HubSpot Marketing login credentials to proceed.​

Step 4: Connect Your HubSpot Account

  • Once logged in, the system will begin linking your HubSpot Marketing data with Revlitix.​

  • If you have multiple HubSpot accounts, click Choose Account to select the appropriate one. For a single account, the system will proceed automatically.​

Step 5: Provide Basic Information

  • In the Basic Info tab, enter a Connection Name to identify this integration.​

  • Click Save & Next to proceed.​

Step 6: Map Fields

  • Map the relevant fields between HubSpot and Revlitix:​

    • Align Contact Fields to Contact Properties.​

    • Repeat this process for Deal and Company Properties.​

  • Ensure all mandatory fields (marked with a star) are mapped.​

  • Use the search function to locate specific field names and align them accurately, utilizing previews for verification.​

Step 7: Select Reports

  • Review the list of available reports that can be populated after integration.​

  • Select or deselect reports based on your preferences.​

  • Click Next to finalize your selections.​

By following these steps, you've successfully integrated HubSpot Marketing with Revlitix, enabling improved monitoring of productivity, customer relations, and sales, thereby enhancing your return on investment (ROI).​

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