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Can I Connect an Existing Loopio Project to a HubSpot Deal?

Updated
 

Subscription Required: The HubSpot Integration is available on select subscription plans only. Contact Support to learn more: Send an email to Support

Connecting a Loopio Project to a HubSpot Deal

 

Permissions Required: A HubSpot license is required to associate a HubSport Deal with an existing Loopio Project.

An existing Loopio Project can be associated with a HubSpot Deal using the Associate option.

  1. From the Loopio CRM card, click the Actions button
  2. Select Associate Project
    Associate Project Option.png
  3. Select the relevant Project(s) and click the Associate button

You will now see the details and live status for all Loopio Projects associated with that HubSpot Deal. 

 

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)

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