Overview:
Integrating Sanka with HubSpot allows you to sync contacts, deals, and marketing activities between the two platforms, streamlining your workflows and boosting productivity.
Whether you're managing marketing campaigns or tracking customer interactions, this integration ensures that your data stays up-to-date across both platforms.
This guide will walk you through the steps to connect Sanka with HubSpot for seamless operations.
Step-by-Step Guide:
Log in to Sanka
1: Visit Sanka and log in.
2: Make sure you are in the appropriate workspace where you want to connect your HubSpot account.
Navigate to the Integrations Section
1: Once logged in, click on the “Workspace” module located on the left-side menu of your dashboard. Then click "Integrations"
2: Click create integrations to connect.
3: Integrations detailed page will show up. This page lists all the third-party applications that can be connected to Sanka.
4: Scroll through the list of available integrations or use the search bar to type in “HubSpot.” Click on “HubSpot” to start the integration process.
5: Choose "Standard" and "Platform", then click "Create Integration".
6: After doing the action, you’ll be directed to HubSpot autorization page to “Connect Your HubSpot Account.” Allow permission and click "Connect".
7: After authorizing the connection, you’ll be redirected back to Sanka. If successfully connected, you will see your HubSpot's account in the integrations page.
8: If you click on the integrated HubSpot's account, you will see the detailed information on the drawer.
9.
- Add necessary properties on Sanka
Company Property - sanka_id - email
Contact Property - sanka_id
Deal Property - sanka_id (UNIQUE) - platform - platform_id
Conclusion:
Integrating Sanka with HubSpot can greatly streamline your business workflows, allowing you to automate tasks, track customer interactions, and manage deals and campaigns effectively.
With the steps outlined above, you’ll be able to easily connect the two platforms and start automating your processes in no time.
If you encounter any issues or need further assistance, visit our Support Center or contact our customer service team for help!
