With Trengo's Integration Hub, connecting your HubSpot account to your Trengo Inbox is a breeze. Please ensure you are an Admin in both Trengo and HubSpot before proceeding.
1. Navigate to Trengo Settings, then select 'Settings', followed by 'Integrations'.
2. Select 'CRM', then click the 'HubSpot' card to open the description interface.
3. Click 'Install Integration' in the top right corner to open the installation modal.
- Domain URL field - enter the URL that is specific to your organisation in HubSpot. This is usually a so-called 'Admin URL' or 'Domain URL'.
- Your Portal ID - this can be found in your HubSpot account: click on the drop down menu at the top right corner, and copy the ID number next to ‘Account”:
4. You can now 'Continue to HubSpot'.
5. Select your company name and click 'Choose account'.
6. Make sure that all permissions are allowed for Trengo in order to set up the connection with your HubSpot account.
7. Congratulations! You can begin using HubSpot and Trengo together in your Inbox!
ℹ️ Please note that there are two tabs available in the HubSpot integration in the right side bar: Contacts (detailed contact information from your CRM) and Opportunities (detailed information about potential deals with the contact).
