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How to Set Up the HubSpot Integration

Step 1

  • On the side menu, navigate to Organization Management > Org-Level Settings > Integrations.

  • If you have HubSpot Integrations included in your plan, you will see the HubSpot section at the top of the page.

Step 2

  • Click on Integrate HubSpot.

  • You will be redirected to your HubSpot instance where you will be prompted to connect the 2 applications.

  • Click on Connect app.

Step 3

  • You will be redirected back to 11Sight.

  • Check the box next to Enabled and click Save.

For more information on how to use the HubSpot Integration, see here.

Disconnect HubSpot

  • On the side menu, navigate to Organization Management > Org-Level Settings > Integrations.

  • Click on Disconnect HubSpot.

Add HubSpot Properties

  • Click on Add/Edit HubSpot Properties. You will see a list of properties that will be visible during the call.

  • Click on Add Properties to search the properties available in your HubSpot.

  • Click Save to add the selected properties to your view.

  • Click here to learn about HubSpot properties.

Multiple select properties are not yet supported.

Edit HubSpot Properties

  • You can move the properties up or down to select their position on the list.

  • You can remove properties by clicking x.

  • You can make a property read-only by checking the box.

  • These properties can’t be removed:

    • First Name

    • Last Name

    • Email

    • Job Title

Preview HubSpot Properties

  • Click Create Preview of HubSpot Contact Card to see how the property list will look like in the call.

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