Steps to setup your HubSpot:
1. Go to “Settings” in your TAMI account.
2. Select the integration “HubSpot”
3. Accept the agreement
3. Log into HubSpot.
4. Go to “Manage Field Mapping”
5. Complete the mapping between TAMI & HubSpot. (See Configure your data points below for more information)
6. Map the according data points from TAMI to HubSpot both at a company and contact level.
7. You are now connected to HubSpot and will have export capabilities.
Please note: Only app admins will have the permission to change the mapping fields between TAMI and HubSpot.
All non admin users will be required to complete steps 1 to 3 to be able to export into HubSpot.
Configure your data points:
With your integration successfully connected, you can configure export preferences and limit the objects that can be exported. To Configure the integration please see the below steps:
From the “CRM Setup” page for the integration, select “Manage Field Mapping”:
From the “CRM Setup” page for the integration, select “Manage Field Mapping”:
2.Ensure custom mapping is enabled:
See below screenshot to show custom mapping is enabled:
3. Select each Data type you want your users to be able to export to HubSpot at a company and contact level.
Company mapping:
Contact level:
4. Click Save to complete mapping:
5. To Save click “Submit”
Activating HubSpot Dedupe:
To Activate HubSpot Dedupe please go to "Settings" > "CRM Setup".
Select "Activate HubSpot Dedupe":
To Activate HubSpot Dedupe please go to "Settings" > "CRM Setup".
Select "Activate HubSpot Dedupe":
3. Authorize the permissions required:
4. Once authorized you will be able to see any companies or contacts that are present in your HubSpot:
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