**Note: This article is for step 3 of the HubSpot Integration with ClientSuccess. Be sure to follow the steps outlined in the proper order to successfully complete the integration.
ClientSuccess admins connect to the HubSpot integration within ClientSuccess.
How to Authenticate:
- Begin by navigating to Global Settings (ClientSuccess Admin Users and above have access to this page) > Integrations. What you see here is the new home of 3rd party integrations that you have connected with your ClientSuccess. If you have already integrated other apps to ClientSuccess, you'll see them listed here; i.e. Zendesk, Delighted, etc.
Once you complete your HubSpot authentication, you'll see that integration's icon appear here as well.
- From here, click the orange "Browse Integrations" in the top right-hand corner. From this page, you can see a sneak peek of 3rd party apps that we're considering integrating with.
From this list, scroll down a ways to find the "HubSpot CRM (Labs)" integration and click the orange "Add Integration" button.
- A small window should pop-up encouraging you to connect your account to ClientSuccess.
- You will then be asked to confirm the list of permissions that ClientSuccess is requesting from your HubSpot. After confirming your approval, if the authentication was successful, you'll be taken back to the first pop-up window that will now say "We've successfully connected to your account."
If after submitting your Email and Password, an error popped up on your screen. How do you resolve this? Error resolution will depend on what type of error you're presented with.
Resolution: Please reach out to ClientSuccess Support at firstname.lastname@example.org to resolve.
We're working to expand this documentation to address a list of errors you may see. Please email email@example.com with error details (including a screenshot of the error), and we will both assist you in resolving it and update the documentation accordingly.