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With the HubSpot integration, you can push contact and company information directly from ZoomInfo Business Edition or ReachOut into HubSpot to take action on. Ready to set the connection up? Follow the instructions below to learn how!
Note: To establish the connection between ZoomInfo and your HubSpot environment, you must be a Super Admin in HubSpot.
Sign in at www.zoominfo.com/login
Click your name at the top right and select Settings from the drop-down menu.
3. Navigate to the Integrations tab on the left and select Connect under the HubSpot tile.
4. A new window will populate, prompting you to sign in with your HubSpot credentials.
Note: Make sure you have pop-up blockers disabled on your current tab in order to see this window.
5. After entering your credentials you should receive a successful notification. Congratulations, you're connected and can automate data entry from ZoomInfo to HubSpot!
If the connection fails or you receive an error it may be due to permissions. Please reach out to your Admin and have them grant you temporary Super Admin access in HubSpot in order to complete the connection. Once the connection is established they can remove your Super Admin status and the connection with ZoomInfo will remain.
Note: to complete these steps, make sure you've connected to your HubSpot. If you have not done this yet, follow the connection steps above!
To limit what objects can be exported:
Setting hierarchies for what data is populated within a field:
What this means:
When users are exporting to HubSpot, the Direct Phone will map to the Business Phone, but in the case that a specific contact does not have a Direct Phone then we will send the Company Phone to the Business Phone field.
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