Creating Intakes from HubSpot

Overview

The HubSpot integration lets you create intakes from the Deals page.

For information about associating HubSpot deals with Responsive projects, see Associating HubSpot Deals with Responsive Projects.

Creating Intakes from HubSpot

1. In HubSpot, click Sales and select Deals, then click the deal you want to add as an intake in Responsive.
2. Scroll down the right-hand navigation pane and click Actions > Create Intake.
   
3. Complete the intake form in Responsive, then click Create.
   

Viewing the HubSpot Intake in Responsive

Once the intake form within HubSpot is complete, the newly created intake appears in Responsive.

To view the HubSpot intake, click Intake from the left-hand navigation menu. The intake appears in the list with an icon indicating the intake came from HubSpot.