The Hubspot Connector allows you to send Relevize leads directly to Hubspot in real-time. To learn more about what Relevize can and can't access, you can read our write up here.
✅ Step-by-Step instructions:
Step 1: Go to your Hubspot Settings Page
Step 2: Open "Private Apps" settings
Step 3: Create a new Private app & name it Relevize
Step 4: Grant Permissions
We use these permissions to send you leads and periodically sync status updates to generate performance reports. For a more detailed explanation of each permission requested, see our article here.
Step 5: Paste the token into Relevize:
Paste the Access Token into the field on your the integration tab of your settings page.
Read about our security at trust.relevize.com
Step 6: Click "Edit field mappings" under the connector you're using
For Hubspot List Users: to add leads to a Hubspot List, create a template field with "list_id" as the remote name. The field on the right should be the number ID of the list you're adding leads to.
✅ Last Step: You can now send a test lead and verify the data appears correctly on your CRM. A successful test lead will activate the connection.