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

1. Navigate to Destinations

   • Go to your project dashboard
   • Click “Destinations” in the left navigation

2. 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.

3. Initiate HubSpot Connection

   • On the HubSpot destination details page, click the “Connect to HubSpot” button.
   • You’ll be redirected to HubSpot’s OAuth page

4. Authenticate with HubSpot

   • Log in to your HubSpot account
   • Select the HubSpot portal you want to connect
   • Review and approve the requested permissions

5. 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

• Map Deal Stages

Need help? Contact Support