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Setting up with Hubspot

Setting up with HubSpot is easy!


If you already have a SimpleDashboarding account:

 

  1. Log in to SimpleDashboarding.

  2. Go to "Manage Data Sources" from the main navigation menu.

  3. Click on "Add New" and select "Connect to HubSpot".

  4. Follow the prompts to authorise the connection (logging in to HubSpot if you need to).

  5. That's it! Refresh SimpleDashboarding to see your up-to-the-minute HubSpot data.

If you don't have SimpleDashboarding yet, sign up free.

 

  1. Click here to sign up. During the sign-up process, you will be given the option to "Connect to HubSpot" (as well as any other systems you wish to connect).

  2.  Follow the prompts to authorise the connection (logging in to HubSpot if you need to).

  3. That's it! You're ready to see your data immediately.

Uninstallation process:
 

  1. Log in to SimpleDashboarding.

  2. Go to "Manage Data Sources" from the main navigation menu.

  3. Click on "Remove" next to your HubSpot connection. (If you can't remove it, you'll need to ask your colleague listed on this page).

  4. Follow the prompts to delete the connection.

  5. That's it! Refresh your feed to confirm HubSpot data is no longer available.

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