Detailed instructions to help you set up the data source for Hubspot Deals
1. Type "Hubspot Deals" into the search
2. After logging into the Hubspot, select the account that you want to connect to the dashboard.
- Only one account can be selected per connection. If you want to connect more than one, please follow the same steps after the first connection is made.
3. For data source settings, enter below fields that are required.
- (Required) Deal pipelines
- (Required) How to filter by date
- (Required) Name
- (Optional) How to match with marketing data
4. Finally, click the "Submit" button below to complete the data connection and you are done!
Please wait, your data will arrive. It can take up to one working day.
[Related Useful Article]
Connect to HubSpot and match it with your Marketing Data in Adriel
: Complete guide to help you set up your HubSpot and Marketing Data integration