HubSpot

How to Configure the Integration

Calixa syncs the following HubSpot data:

  • Companies
  • Contacts
  • Deals
  • Engagements

You can easily connect your Hubspot account to Calixa during our onboarding process or afterwards click "Add Integration" our Integrations Page. We'll prompt you to sign into your Hubspot account to grant us access to your data.

Once you're signed in to your Hubspot, it will ask you to select the account you want to link. Pick the one you want and then click "Connect app". That's it! After that, you're all set.

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Flexible Account Models

Uplevel HubSpot beyond the Company/Contact model. Calixa supports additional product-specific layers like a team, group, business unit, or workspace. This hierarchy is directly reflected in HubSpot for faster prospecting. Learn more about Flexible Account Models.

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Updated 7 months ago