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

Need help? Contact Support