HubSpot Setup

Introduction

The Peoplelogic.ai HubSpot integration allows you to authorize Peoplelogic to aggregate events from your HubSpot CRM account.  See What Events Does Peoplelogic.ai Process from HubSpot for more information on the events that Peoplelogic.ai aggregates.

Prerequisites

You must have admin access to your Peoplelogic.ai account.  If you don't, point your administrator to this page to have them set up the integration.


The HubSpot integration will match users in HubSpot to your employees by email.  Be sure that your employees have the same email in both systems, otherwise you'll need to add a mapping on the employee profile in Peoplelogic.ai.  See Mapping External Usernames to Employees for more information.

Configuration

Now it's time to set up Peoplelogic.ai.  First, click the + icon near the top right of the Peoplelogic.ai interface and then click Add Integration.



Next, find HubSpot and click Connect to HubSpot:



Next, you'll be taken to HubSpot to authorize the connection between Peoplelogic.ai and HubSpot.  Select your account and then you'll screen like the one below:



Click the orange Grant access button to complete the process and it should take you back to the screen showing your integration listed among the active integrations.

Testing

Peoplelogic.ai will start to aggregate the events during its next scheduled aggregation run and you should see events showing in the main dashboard timeline.  If you don't see any events and you know there has been activity in your accessible HubSpot accounts, please contact Peoplelogic.ai Support.

Updated on: 17/11/2023