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      HubSpot Integration: Installation and Setup Instructions

      Concord offers a robust integration with HubSpot, to help streamline document creation and sync data across both platforms.

      Concord's HubSpot integration enables users to:

      • Quickly create Concord documents from HubSpot using pre-configured automated templates, and send them directly from HubSpot.
      • Automatically populate documents in Concord with HubSpot data.
      • Keep data in Concord and HubSpot up to date with two-way synchronization.

      How to install Concord's HubSpot app


      1. Access the Integrations page

        • Navigate to the "Native Integrations" section in Concord.
        • You will see a list of CRM integrations available, including Salesforce and HubSpot.

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      2. Enable the HubSpot integration

        • Click on the HubSpot toggle to turn the integration on.
        • Once the toggle is on, additional settings and information for the HubSpot integration will appear.
        • Click the downward arrow to expand the "Trigger details" option.

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      3. Connect to HubSpot
        • Click the "Connect" button to initiate the connection to your HubSpot account.
        • This will walk you through the OAuth 2.0 connection process.

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      2. OAuth and account selection

        • You may be prompted to log in to your HubSpot account.
        • Choose the appropriate HubSpot account to connect to Concord.

      3. Review and approve permissions

        • Review the permissions Concord is requesting for your HubSpot account.

        • Confirm the connection by clicking "Connect app" if you agree with the permissions.

      4. Confirm successful authorization

        • Once the authorization is successful, you will see a confirmation screen indicating that you can close the page.

      5. Finalize the integration

        • Once you've completed the authorization, you may be redirected back to Concord's "HubSpot Connection" screen, which will show that the connection is now active.

        • Click "Finish" to complete the setup process.

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      6. Integration completed!
        • A final screen or notification may confirm that HubSpot is now connected to your Concord account, and data synchronization is enabled.