Setup guide

HubSpot setup

Dummy guide copy for creating a HubSpot service key and connecting it to Funnel Up.

01

Create a service key

Open HubSpot development settings, create a service key, and make sure Deals, Contacts, Companies and Pipelines can be read.

02

Match stages

Check that the HubSpot deal stages match the Funnel Up stages you want to use.

03

Paste the key

Open Funnel Up settings, choose HubSpot, paste the service key, and run a connection test.

Test
04

Sync deals

Run the first sync and confirm deals, timing, CRM links, email and call actions appear as expected.

Update