Connecting Magentrix PRM with HubSpot

    The integration between Magentrix PRM and HubSpot allows bidirectional synchronization between Magentrix PRM and HubSpot entities. You can focus on managing and engaging with your channel or ecosystem partners in Magentrix while ensuring records are synced to your HubSpot CRM.

    If you are not a Magentrix customer and would like to see how Magentrix PRM works with HubSpot, please contact our sales team to request a demo.

    Step 1

    Authorize Magentrix PRM for HubSpot via the authorization link. Select your HubSpot account and grant access.
     

    Step 2

    In the Magentrix setup menu, navigate to the HubSpot settings page, toggle the switch next to each entity, and click Activate to enable syncing. For each entity, map HubSpot custom fields to Magentrix fields.

    Step 3

    Select the default owner to be assigned for incoming HubSpot records without an owner.

     

    You’re ready to use Magentrix! Records on Magentrix and HubSpot will be automatically synced between the two platforms.

    Contact the Magentrix customer success team for any further assistance.

     

    Disconnecting Magentrix and HubSpot

    After disconnecting Magentrix from HubSpot, existing data in HubSpot is left intact and is not affected.

    To disconnect Magentrix from HubSpot, navigate to Magentrix Setup and delete the HubSpot connected app record in Setup > Extend > Connected Apps. Please then contact Magentrix Support.

     

    To uninstall Magentrix from your HubSpot account, navigate to HubSpot Settings. In the sidebar, click Integrations > Connected Apps. Search for Magentrix PRM and click Actions > Uninstall.

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