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Integrations

· 3 minute read

Connect HubSpot

Send every brief to HubSpot as a contact, a company and a deal, with the full conversation attached as a note.

Connect your account

In your dashboard, go to Settings, then Integrations, and choose HubSpot. Sign in with a HubSpot user who can create contacts and deals, then approve access.

Choose where deals go

Pick the pipeline and stage for new deals. You can also set a deal owner, or let Porto assign owners using your routing rules.

Map your fields

Porto maps name, email, company and the brief summary for you. Add mappings for any custom properties you use, such as budget range or timeline.

HubSpot is included on Growth and Custom plans.