Subscription Required: Connectors may require an Add-On to your current subscription. Contact our Customer Success Team or your Account Manager to learn more, or reach out to our Support Team with any questions.
Learn more: Learn about the functions and setup of the HubSpot Connector in our HubSpot Connector course in the Learning Station (a Loopio login is required to access this link)
The HubSpot Connector allows HubSpot Users to create and track Loopio Projects directly from HubSpot Deals.
Looking for technical instructions on how to set up the HubSpot Connector? Read on at the following link: How Do I Set Up the HubSpot Connector?
Creating Projects
HubSpot Users can seamlessly kick-off Loopio Projects right from their HubSpot Deal. They can provide the Loopio Project Owner with information like the Project name, due date, and Source Document, without leaving the HubSpot Deal screen.
Projects can even be created using a workflow. For more information on how to create a Loopio Project using the HubSpot Connector, start here: How Do I Create and View Projects Using the Loopio HubSpot Connector?
Tracking Projects
Project information updates are pushed to the Hubspot Deal live, every time the page is refreshed, allowing HubSpot Users to track the progress of Loopio Projects right from HubSpot.
Updating Your Project Status in Loopio
Keep your whole Team up to date on the status of your Project. Projects associated with a HubSpot Deal will be automatically marked Won or Lost in Loopio when the HubSpot Deal is marked Closed Won or Closed Lost.
Deal Stage:
Loopio Project:
Learn more: Learn more about setting up and using the Loopio HubSpot Connector here: