HubSpot Integration Checklist
Use this checklist to set up the HubSpot integration in your Magentrix portal. Most steps are coordinated between your team and Magentrix; the OAuth authorization step is performed by you, and Magentrix configures the integration on your portal afterwards.
Requirements
- An active HubSpot account with permission to authorize a connected app.
- The HubSpot users you intend to assign as record owners should exist as Employee users in your Magentrix portal before activation.
- A Magentrix license that includes the HubSpot Integration feature.
Authorization
☐ Authorize HubSpot for your Magentrix portal Use the personalized authorization link provided by Magentrix to grant Magentrix access to your HubSpot account. After authorization, the Magentrix team configures the connected app on your portal.
Activation and Mapping
☐ Confirm supported objects and entity mappings Review which HubSpot objects (Company, Contact, Deal) will be brought into Magentrix and which Magentrix entities they map to. Confirm owner mapping and field exclusions.
☐ Activate the integration and map fields Activate the integration from the HubSpot Integration setup page, configure field mappings per entity, set the Default Owner, connect HubSpot owners to Magentrix users, and refresh entity schemas as needed.
Operations and Maintenance
☐ Review merge handling behavior Confirm how Magentrix reflects HubSpot Company and Contact merges so your records stay aligned with the surviving HubSpot record.
If You Run Into Issues
☐ HubSpot Integration Troubleshooting Symptom-by-symptom resolutions for authorization, API rate limits, picklist mismatches, owner mapping, missing associations, and merge processing issues.
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