Connect HubSpot to Unific

How to connect HubSpot to Unific

Did you skip connecting your HubSpot Account during your initial set-up?

To connect HubSpot, you will need to first select which Unific product you are attempting to use: Deep Data Sync, Quotific CPQ, Dynamic Segments, Dynamic Coupons.

When you know which product you are attempting to add, click on that product link on the main menu in your Unific account. Choose one of:

• Segment Syncs
• Dynamic Coupons
• Syncs
• Quotific CPQ

On each of the screens above, there should be a button to add a new connection. For example: "Add Sync", "Add Dynamic Coupon"

1. Click the appropriate button to add a new connection
2. Select a store you want to connect in the "Source" drop down
3. Select a destination HubSpot app in the "Destination" drop down
4. If you have multiple HubSpot portal, pick the one you want to connect with Unific.
5. Scroll down and click grant access.
6. You’ll receive a message that HubSpot was connected successfully. 
7. Be sure to turn "Live Sync" to "ON" position