Pronto has a native integration with HubSpot to seamlessly and securely import data from your HubSpot instance. This allows access to the most relevant customer data specific to a partnership in real-time. This integration eliminates the need to download and upload data through excel or google drive.
We understand that the security of your data is a high priority for you. Hence, we chose to integrate with HubSpot via an "Authorization link"
This article outlines a series of steps to do the following:
- How to authorize Pronto in HubSpot?
Pre-requisite
- Pronto administrator privileges are required to configure the HubSpot integration.
- HubSpot administrator privileges are required to configure Pronto
- Pronto's authorization link to authenticate HubSpot
Steps to integrate HubSpot with Pronto
- Login to Pronto with the admin credentials.
- Login to HubSpot with the admin credentials on same browser.
- Open a new tab and copy paste the "Authorization link" provided below
https://app.hubspot.com/oauth/authorize?client_id=0b70f7b5-aa35-46d5-8242-9b07d87fdabc&redirect_uri=https://app.gopronto.io/hubspot-auth.html&scope=content tickets e-commerce crm.lists.read crm.objects.contacts.read crm.objects.contacts.write crm.objects.companies.write crm.schemas.contacts.read crm.lists.write crm.objects.companies.read crm.objects.deals.read crm.objects.deals.write crm.schemas.companies.read crm.schemas.companies.write crm.schemas.contacts.write crm.schemas.deals.read crm.schemas.deals.write crm.objects.owners.read
- On the Authorization page, click on Connect button.
- Check the box "I'm not a robot" to confirm authorization of application.
- Once the authorization is complete, the page navigates to the authorize page for HubSpot under integrations. You will see a message to the bottom left that reads "HubSpot has been authorized successfully".
- Once the integration is successful, the next step is "Data mapping". To have the data flow from HubSpot to Pronto and vice-versa, data mapping helps us link Pronto objects to HubSpot objects.
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