Connect to HubSpot
Before You Begin
- You’ll need admin access to your HubSpot account
- Ensure you have a project created in Omniroo
- Have your HubSpot login credentials ready
Connection Steps
Navigate to Destinations
- Go to your project dashboard
- Click “Destinations” in the left navigation
Create a HubSpot Destination
- Click the “Create Destination” button.
- Select “HubSpot” from the list of available destination types.
- A new HubSpot destination will be created, and you will be automatically redirected to its details page.
Initiate HubSpot Connection
- On the HubSpot destination details page, click the “Connect to HubSpot” button.
- You’ll be redirected to HubSpot’s OAuth page
Authenticate with HubSpot
- Log in to your HubSpot account
- Select the HubSpot portal you want to connect
- Review and approve the requested permissions
Complete Connection
- You’ll be redirected back to Omniroo
- The connection will be verified automatically
- You’ll see a success message when complete
What Gets Synced
By default, Omniroo will sync:
- Contacts and their details
- Deals and their properties
- Invoices and line items
Next Step
Need help? Contact Support