Table of Contents

HubSpot

Yasuhiro Miyoshi Updated by Yasuhiro Miyoshi

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💡 At the time of release, only Enterpirse Plan was supported, but it is now available for all Plans.
　CRM Hub Enterprise plan is required to obtain Role.

Integration setup

On the Admina by Money Forward integration screen, search for and click on HubSpot.

Since the workspace key is arbitrary , set the company name and so on.

The HubSpot login screen will appear. Enter your email address and password to log in.

If you have multiple accounts on HubSpot , select the account you want to work with.

If the link is successful, the registered user information will be displayed in the account list.

If You Don't Have Super Admin Permissions

If the Hubspot account you are using to integrate does not have super admin permissions, the following error message will be displayed. Please request a user with super admin permissions to perform the integration task.

If it does not complete normally, edit it from the status tab of the integration screen and try the Integration again.

If you can't solve it, please contact us via chat 🙏

How did we do?

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