AppEQ provides Customer Insights to your customer-facing teams directly on top of their existing Apps like Inbox, CRM and Helpdesk etc.
AppEQ integrates with your Hubspot instance to pull the CRM objects like Companies(Accounts) and Deals (Opportunities) and brings to your team's Inbox both in Summarized View and Detail view.
This Hubspot integration is using Hubspot's OAuth authentication mechanism.
You could follow the below video to integrate your Hubspot instance with AppEQ or follow the steps.
Steps to Integrate Hubspot to AppEQ
Connect your Companies Records in your Hubspot to AppEQ
Go to your AppEQ Dashboard at https://app.appeq.ai/ and Login
After login, to pull your 'Companies' records from your Hubspot under the 'Data Source' Section, choose 'Accounts' Business Object and click on the 'Add Source' icon.
Select Hubspot as the CRM Application
Click on Connect
The control will take you to your Hubspot instance. Select your Hubspot Account to connect.
Thats it! your Hubspot 'Companies' records will be periodically synced in AppEQ.
Connect your Deals Records in your Hubspot to AppEQ
Go to your AppEQ Dashboard at https://app.appeq.ai/ and Login
After login, to pull your 'Deals' records from your Hubspot under the 'Data Source' Section, choose 'Opportunities' Business Object and click on the 'Add Source' icon.
Select Hubspot as the CRM Application
Click on Connect
The control will take you to your Hubspot instance. Select your Hubspot Account to connect.
Thats it! your Hubspot 'Deals' records will be periodically synced in AppEQ.
