Subscription Required: The HubSpot Integration is available on select subscription plans only. Contact Support to learn more: Send an email to Support
Learn more: Learn about the functions and setup of the HubSpot integration in our HubSpot Integration course in the Learning Station (a Loopio login is required to access this link)
The HubSpot Integration allows HubSpot Users to create and track Loopio Projects directly from HubSpot Deals.
Looking for technical instructions on how to set up the HubSpot Integration? Read on at the following link: How Do I Set Up the HubSpot Integration?
In This Article:
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 Integration, start here:
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.
Learn more: Learn more about setting up and using the Loopio HubSpot Integration here: