Detailed instructions to help you set up the data source for Hubspot Deals
Lastly modified on: Fri, 21st June, 2024 at 01:49 PM
Prerequisite
- Hubspot Account with access
Instructions
Step 1: Selecting Hubspot account that you want to connect to the Adriel dashboard
- Move to Adriel's Connections page.
- Type “Hubspot Deals” into the search bar.
- Login to your Hubspot account when the pop-up window opens.
- Select the account that you want to connect to the Adriel dashboard.
Only one account can be selected per connection. If you want to connect more than one account, please follow the same steps after the first connection is completed.
Step 2: Connecting Hubspot Deals to Adriel
- Fill in the required fields for the Data source settings.
- (Required) Deal pipelines
- (Required) How to filter by date
- (Required) Name
- (Optional) How to match with marketing data - Click the “Submit” button below to complete the data connection.
It can take up to one working day for your data to arrive.
[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