Integrate With HubSpot

    Setup Guide for Partner.io Partner Platform

    The Partner.io Partner Platform integrates Partner.io leads and accounts with HubSpot contacts and companies, enabling users to:

    • Sync leads with HubSpot for management

    Install:

    Connect your HubSpot account with the Hubson Platform.

    1. Access the Partner.io Platform. URL: https://app.partner.io/.
    2. Login to your Partner.io account.
    3. Navigate to SETTINGS -> Integrations
    4. Locate the HubSpot card
    1. Click the connect button and connect your HubSpot account with the Partner.io Partner Platform app.

    1. Click Choose Account.

    2. Review the requested scopes on this screen. Partner.io Partner Platform requests access to read and write to contacts and companies and read and edit contact and company properties

    1. Click Connect App.
    2. You will be redirected to the Partner.io Platform "Integrations" page and new configuration options will appear. See the next section

    Use:

    Partner.io Partner Platform automatically keeps your Partner.io leads and partners synced with your HubSpot deals, contacts, and companies.

    Disconnect:

    Note: If you disconnect your HubSpot account from the Partner.io Partner Platform, Partner.io leads and accounts data will no longer sync to HubSpot deals, contacts, and companies (and vice versa). Existing data will remain on your HubSpot records.

    1. Access the Partner.io Platform. URL: https://app.partner.io/.
    2. Navigate to SETTINGS -> Integrations.
    3. Locate the HudSpot card.
    1. Click Revoke.
    1. Click Revoke.
    1. Done.