CassidyAI

How to connect HubSpot to workflow actions

To connect HubSpot to workflow actions in Cassidy, follow these steps:

Open action settings: Click on a HubSpot action within your workflow to open its settings.

Initiate connection: Click the "Connect" button to start the HubSpot connection process for the action.

Choose an account: A pop-up window will appear, prompting you to select the HubSpot account you want to connect. If you're not currently logged in to HubSpot, you'll be asked to sign in first.

Review access requirements: After choosing your account, review the permissions that Cassidy will need to access your HubSpot data. Make sure you're comfortable granting these permissions.

Connect the app: Click the "Connect app" button to establish the link between Cassidy and your HubSpot account.

Manage connections: You can view and manage your HubSpot connections within the action settings. If you click the "..." next to your connections, you can choose to edit the connection details or delete the connection if needed.

1. Open action settings: Click on a HubSpot action within your workflow to open its settings.

2. Initiate connection: Click the "Connect" button to start the HubSpot connection process for the action.
3. Choose an account: A pop-up window will appear, prompting you to select the HubSpot account you want to connect. If you're not currently logged in to HubSpot, you'll be asked to sign in first.

4. Review access requirements: After choosing your account, review the permissions that Cassidy will need to access your HubSpot data. Make sure you're comfortable granting these permissions.

5. Connect the app: Click the "Connect app" button to establish the link between Cassidy and your HubSpot account.
6. Manage connections: You can view and manage your HubSpot connections within the action settings. If you click the "..." next to your connections, you can choose to edit the connection details or delete the connection if needed.

By integrating HubSpot with Cassidy, you can automate various tasks related to your marketing, sales, and customer service efforts. This integration allows you to leverage HubSpot's powerful CRM features within your Cassidy workflows, enabling you to streamline processes, enhance customer experiences, and drive business growth.