To integrate your Hubspot instance with Modus, administrators will want to proceed with the following steps:
- In Media Manager, go to Settings - Integrations and tap into the Integrations page:
Navigate to the Hubspot entry and tap the "Setup" button:
Enter your Hubspot ID (found under your Hubspot profile) and tap the "Authenticate" button:
On the Hubspot authorization page, choose your account to authenticate and tap "Choose Account":
Hubspot will authenticate the access and users will be taken to the Modus-Hubspot integration page. To set up the triggers, tap the "Add Triggered Action" button:
Next, set up your Modus to Hubspot triggers by first selecting the Modus trigger and tap the "Save" button:
Then select the Hubspot trigger and tap the "Save" button:
Repeat the exercise until all of the required triggers are established. Once set up, a comprehensive list of actions will appear on the Hubspot integration page: