A guide to connecting QuarterOne to HubSpot CRM and refreshing HubSpot data.
Signup for a QuarterOne account here
Important
The connection to HubSpot CRM is created when a new QuarterOne account is created. Once a connection is made, it is not possible to change to a different CRM provider.
A connection to HubSpot CRM can only be established by HubSpot users with Super Admin rights. However, once a connection is established, the data can be refreshed by any QuarterOne users.
Connecting to HubSpot
- Signup for a QuarterOne Account
- Login to QuarterOne after registering an account and confirming your email.
- At the Connect Your CRM screen, select HubSpot CRM from the available drop down menu and click Authorise.
- You will then be requested to log in to HubSpot and authenticate the QuarterOne application. Note, this authentication must be completed by a HubSpot Super Admin user.
- You will then be redirected back to the QuarterOne application
- Select the CRM data you wish to import. Don't worry, you can always adjust these settings at a later date.
Refreshing data
By default, the QuarterOne will refresh your HubSpot CRM data every 24 hours, overnight.
Data can also be refreshed on demand from the Dashboard page or Forecast & CRM settings page.