Before integrating Leadbeam with HubSpot, ensure you have Super Admin rights or the ability to download apps from the HubSpot App Marketplace. Additionally, verify that you are using the same email address to sign in to both Leadbeam and HubSpot.
Note: These elevated permissions are only required temporarily for the initial integration. Once the setup is complete, your admin can revoke these rights.
1. Download the App from the Apple App Store or Google Play Store
2. Create a Profile using your work email.
3. An instructions page pops up. You can click next.
Once approved, you'll be redirected to a Connect to HubSpot Screen instead of a Calendly link.
5. Click Choose Existing Account and sign in to your HubSpot instance. Depending on your security settings, you may be prompted to complete multi-factor authentication. Wait for the confirmation pop-up to appear in your browser. Once it does, you will receive a notification confirming the successful HubSpot integration.
Once you are fully onboarded click the settings toggle on the bottom right and make sure Sync With is HubSpot and Create a Profile on the top right.
Still in need of assistance? Please feel free to reach out to our Co-Founder, Gabe at gabe@leadbeam.ai or 518-817-7241.
Before users integrate Leadbeam with Salesforce, a System Administrator must create an app in Salesforce with the Leadbeam team. Once this is completed, this article will show you how a user can set up their account.
1. Download the App from the Apple App Store or Google Play Store
2. Create a Profile using your work email.
3. An instructions page pops up you can click next.
Once approved, you'll be redirected to a Connect to Salesforce Screen instead of a Calendly link.
Still in need of assistance? Please feel free to reach out to our Co-Founder, Gabe at gabe@leadbeam.ai or 518-817-7241.
