HubSpot integration guide

How do I connect my HubSpot account to my Dolfin organization?

Go to the Dolfin integrations page. You will find the list of available integrations:

Click the Connect button of the HubSpot integration. This will launch the authorization process in a popup window:

Once you have authorized the Dolfin app on your HubSpot account, you can configure it. There are 2 parts to the HubSpot integration configuration: Users mapping and Fields mapping.

With User mapping, you can map your HubSpot users to Dolfin users, so your deals can be imported with the proper owner, and their compensations can be calculated according to your comp plan.

On the Fields mapping tab, you can map properties from your HubSpot deals and activities (meetings and calls) to the corresponding field (standard or custom) on Dolfin. The left column lists all your Dolfin fields. Use the right column to select a HubSpot property for each field you wish to map.

How do I disconnect my HubSpot account from my Dolfin organization?

If you have connected a HubSpot account to your Dolfin organization, you will find it has a Disconnect button. Click it to remove the integration from your Dolfin organization.