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Setup Guide: HubSpot CRM
Updated this week

RB2B's "HubSpot CRM" integration is only available to trialing and RB2B Pro+ subscribers.

To initiate your HubSpot CRM integration, navigate to Integrations from the sidebar menu. Locate and select HubSpot CRM among the integration options or visit https://app.rb2b.com/integrations/hubspot_crm

Once on the HubSpot CRM page, click "Connect to HubSpot" to begin the setup process.

Step 1: Sign Into HubSpot CRM

If you are not currently signed into HubSpot CRM, you will be prompted to create a new HubSpot account or sign in to your existing HubSpot account.

Step 2: Choose What HubSpot Account to Connect To

Choose an account for the available list of accounts to connect RB2B to. Note that your HubSpot CRM integration can only be connected to a single HubSpot account at a time.

Step 3: Connect App

Review RB2B's required access to your HubSpot account and continue connecting if you agree by clicking "Connect App" at the bottom of the page.

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