As a User of Mr E tool, there might be times when you wish to push your contacts directly to your CRM as you fetch them via the tool.
You can now integrate your Hubspot CRM with Mr. E tool and push contacts directly to Hubspot as you view them through Mr. E.
Currently since we are in BETA testing of this integration we will be guiding our customers step-by-step on this integration to ensure this goes smoothly.
In order to integrate your Hubspot CRM with Mr. E tool, you will need following:
An active Hubspot CRM account.
An active/paid Mr. E account.
Client Key and a Secret Key
STEP 1: Login to your Hubspot Account.
STEP 2: On the Home Page of your Hubspot account, click on the Gear Icon i.e. the Settings tab on the top right corner as shown:
STEP 3: In the Settings window, on the left hand side menu, under Account Setup Section, Click Integrations drop down.
STEP 4: In the drop down, select - Private Apps.
STEP 5: On the Private Apps page, click Create a private app.
STEP 6: Fill in the Basic Info first. Put in the name, logo and description for your app. Consider the following example. Logo is optional to upload.
STEP 7: Then switch to Scopes from the top, and then click the CRM drop down.
STEP 8: Select the following checkboxes and Click Create App on the top right corner.
STEP 9: Click on Continue creating when this dialog box appears.
STEP 10: Once the app is created, you will get the token for the same which needs to be shared with the Easyleadz team. Click on Go to app auth to view your account integrated with Easyleadz.
STEP 11: Once everything is in place by our team, you will be able to see the data in your Hubspot account.
If you have any doubts/questions regarding anything related to API and CRM integration, please feel free to reach out to us at support@easyleadz.com.