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HubSpot

In this document, we provide a step-by-step guide on how users can integrate HubSpot into their Wave account to sync contacts across their HubSpot ecosystem.

Lena Habchi avatar
Written by Lena Habchi
Updated yesterday

Please note that, like our other CRM integrations, the contact sync is one-way from Wave to Hubspot and not vice versa.

Integrating HubSpot in Your Wave Account

  1. Login to your Wave user account

  2. Go to Settings, then click on Integrations.

  3. Click on the 'Connect' button.

    Connect HubSpot
  4. A pop-up will open, allowing you to turn on contact auto sync between your Wave and HubSpot accounts. We recommend leaving this on. Press 'Continue.'

    Toggle Auto Sync
  5. A new tab will open asking you to authenticate your HubSpot account. Press 'Sign in to your HubSpot account.'

    Authenticate Your HubSpot Account
  6. Provide your HubSpot credentials in the fields provided. Press 'Log in.'

    Note: The account you authenticate must be a Salesforce administrative account to ensure your integration works properly.

  7. In the following page, select the HubSpot account you wish to integrate to your Wave account. Press 'Choose Account.'

    Select Desired HubSpot Account
  8. After reviewing the permission prompt, check the agreement box to grant HubSpot access to your Wave account data. Press 'Connect app.' You will now be re-directed to your Wave account.

    Allow Access
  9. Verify a successful integration of HubSpot by spotting the ‘Disconnect’ button across HubSpot.

    Disconnect Button

Congratulations 🎉, you have successfully integrated HubSpot in your Wave account. Your Wave contacts will automatically sync to your HubSpot account.

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