Connect HubSpot
Use Forecastio with your HubSpot CRM: deals, owners, and related data sync after you connect and finish onboarding.
In Forecastio
- Sign in to your Forecastio workspace.
- Open Integrations (sidebar: Configuration → Integrations, or use the link).
- Click Connect on HubSpot. You will be sent to HubSpot to authorize the app.
- After HubSpot redirects back, complete the onboarding steps: choose pipeline(s), map deal fields, set up teams if prompted, and finish the wizard.
In HubSpot
When HubSpot opens, sign in if asked, then review and approve access. Use the HubSpot user whose portal should be synced—typically someone with admin access or full visibility on the deals and pipelines you use in Forecastio.
Troubleshooting
- If you see an error that this HubSpot account is already connected elsewhere, disconnect it from the other workspace or contact support.
- If HubSpot does not complete the connection, try again while signed into the correct HubSpot portal, or ask your HubSpot admin to confirm your user can connect third-party apps. Contact support if the problem continues.