HubSpot Integration

The bi-directional integration with HubSpot allows you to seamlessly import account data into Recotap and export valuable account insights to HubSpot.

Steps to Integrate HubSpot and Recotap

Login to Your Recotap Account:

Navigate to the Settings Icon in the top-right corner of the title bar.

Go to Workspace > Integrations from the navigation menu.

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The following screen will display all the available CRM tools that can be integrated with Recotap.

Select HubSpot from Available Tools:

Click the Connect button next to HubSpot in the list of available CRM tools.

Authenticate Your HubSpot Account:

You will be redirected to the HubSpot login page.

Enter your HubSpot credentials and follow the on-screen prompts to verify your Google login, if required.

Grant Permissions:

Review the requested permissions and click Connect App to establish the connection.

Choose the HubSpot Account:

Select the account you wish to connect with Recotap.

Integration Complete:

Once connected, HubSpot will appear as Connected in the Integrations section of Recotap.

Configuration and Mapping of Properties After HubSpot Integration

After completing the integration, configure property mapping to ensure seamless data flow between HubSpot and Recotap

Steps to Configure Property Mapping:

Access the Configuration Settings:

Navigate to the Integrations Dashboard in Recotap.

Click the three-dot menu (…) next to HubSpot and select Configure.

Select Fields to Map:

On the Field Mapping Screen, identify the properties to sync.

Examples of Mapping

Recotap Property: Company Name → HubSpot Property: Company Name.
Recotap Property: Domain → HubSpot Property: Website URL.

Verify Mapping:

A green checkmark under the Mapped column confirms the mapping is valid and complete.

Save Configuration:

Click Save to apply the field mappings.

HubSpot Integration Steps to Integrate HubSpot and Recotap Configuration and Mapping of Properties After HubSpot Integration Steps to Configure Property Mapping: