Subscription Required: The HubSpot Integration is available on select subscription plans only. Contact Support to learn more: Send an email to Support
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.
- From the Loopio CRM card, click the Actions button and select Associate Project
- 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.