Integrating with HubSpot

Prerequisites

HubSpot Setup Create a new user in HubSpot

Prerequisites

To connect HubSpot to Drivetrain, you need:

• An active HubSpot account

• Super-Admin privileges on HubSpot

• Admin privileges in Drivetrain

HubSpot Setup

Drivetrain supports integration with Hubspot via API from a standard user account with API Access enabled. To get started, create a new user for Drivetrain.

Create a new user in HubSpot

1. In your HubSpot account, click the settings icon in the main navigation bar.

2. In the left sidebar menu, navigate to Users & Teams.

1. In the upper right, click Create user.

1. In the Create User flow, enter the email ID provided by your Drivetrain Customer Success Manager and click on Next

1. Make sure Start with a template is selected under Choose how to narrow access.

1. Click the arrow next to Narrow access with default permission set and under Select template, make sure Standard User is selected

1. Click the arrow next to Narrow access with permissions in the next screen - you should be able to see Standard User selected and the CRM tab opened

1. Scroll Down and enable Export under CRM Tools

1. Click on the Marketing Tab

1. Enable View Access to Campaigns under Marketing Tools

1. Navigate to the Account tab and enable App Marketplace Access and Reports and dashboards

1. Scroll below and enable Account Access under the same tab

1. Enable the Add and Edit developer apps and test accounts permission

1. Review permissions and click on Next

2. Send an invite to the newly added email address by clicking on Send.

1. Mark Done.

That’s it! Inform your Drivetrain Customer Success Manager so that they can get started!