In this document, we will provide a step by step walkthrough of how to setup our direct integration with HubSpot! This integration will allow your team to instantly sync leads from Tapt as contacts in your team's HubSpot account.
This integration will automatically connect to the fields below, with no additional configurations needed:
First name
Last name
Email
Job Title
Company name
Contact Owner (will be the member that connected with that lead via Tapt)
Connecting your HubSpot Account
First, from the home page, click into the Integrations tab. Then find the section for HubSpot and click "Connect".
Next, you will see a HubSpot popup as shown below. Click on "Connect" in the top right of the popup.
A window will then pop up asking you first to log into your HubSpot account.
Note: The account you use to login here should be a HubSpot admin to allow our integration to work correctly. Once you have logged in, HubSpot will have you choose which account you'd like to connect to Tapt.
Once connected, all contacts received using your teams Tapt cards will automatically be added to your Hubspot
Congratulations!! 🎉
You made it. We know this was a lot to digest so if you have any questions that aren't addressed in our help center please email us at support@tapt.io.