Begin by navigating to Global Settings (ClientSuccess Admin Users and above have access to this page) > Integrations (New). What you see here is the platform you will use to connect your CRM to ClientSuccess. From here click the "Start Integrating" button.
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From here click "Connections" underneath "Assets" to see a list of all available connections.
​NOTE: You may need to wait a few seconds before this screen fully appears. If the screen appears with all "0's" next to the list of Assets, please wait a few seconds and click your browser's refresh button.
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Select "HS | Con | HubSpot Connection".
​NOTE: Make sure you select the "HS | Con | HubSpot Connection" not "HS | Con | ClientSuccess HubSpot App Connection (IGNORE)"
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Click Connect

After selecting "Connect", a new window will open up allowing you to select the HubSpot instance that you want to authenticate to ClientSuccess. If you do not see a new window pop up, please disable your pop-up blocker for this page.
*Note*: Please ensure that you authenticate using the credentials of one of your HubSpot "Super Admins". If you attempt to authenticate with any other HubSpot User type, you will receive an error.
*Note*: When you authenticate your HubSpot to ClientSuccess, ClientSuccess will only receive access to whichever HubSpot instance, and the associated data, that you select on this page. ClientSuccess will not receive access to all HubSpot instances listed in your options, as seen on the screenshot below.
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Check the permissions checkbox that appears in the next pop-up and click "Connect App"

You should now be taken back to the Connections screen and the right side of your HubSpot connection screen should now say "Connected"
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