Note: For an overview of this feature, download the attachment at the end of this article.
Step 1: Installation of the RFPIO APP
Integrating Hubspot CRM with the RFPIO application is a simple process. Please note that you'll need to use the same email address in Hubspot that you use in RFPIO. See steps below:
- Go to your Organization Settings to configure Hubspot from the Integrations page.
- Enable the toggle switch and click SUBMIT.
- Go to USER ACCOUNT on the Your Account page and click CONNECT TO HUBSPOT.
- Login with your Hubspot credentials.
- Grant access
Now RFPIO is integrated with Hubspot.
Step 2: Associate Hubspot Deals with your Project
- Create Project with your Hubspot deals.
Click Actions to view all associated projects.
