The HubSpot (BETA) integration will be receiving continuing development. Please send us your feedback on the integration and what you would like to see added in the future at firstname.lastname@example.org.
Generating output from the HubSpot integration with Windward Hub is very easy for any users in HubSpot who have finished setting up their user.
- Login to your HubSpot account
- Navigate to one of your deals.
- Notice on the right side of the deal that a new Windward Hub card has appeared for the Windward Hub integration (it may be towards the bottom when you first set it up, but you can drag it to the top of the list if you wish):
- Click on Output for this Deal:
- In the window that opens, click "Run" next to the template you wish to generate to output (and change the team you are viewing if you wish):
- The output document will automatically be uploaded to your Deal in HubSpot. You may need to refresh the page to see it attached:
- The output will also be recorded in your organizations Output History in Windward Hub.