Creating a HubSpot Service

Learn how to create a HubSpot service in M-Bridge.

Overview

To get started with your HubSpot integration, you first need to connect your Kantata OX and HubSpot accounts by creating a service.

How to Create a HubSpot Service

1. Log in to M-Bridge.
2. In the upper-right corner of M-Bridge, click Account and then select Services from the drop-down that appears.
   
3. On the Services page, click Add Service drop-down and select HubSpot. New fields appear.
4. Enter the service Name.
5. Ensure the Global for Account? checkbox is checked.
6. Select the Create button. You're redirected to a confirmation screen.
   
7. On the confirmation screen, click Confirm to create the service.
   
8. You’re redirected to the Kantata OX Connector page in HubSpot. From here, you can sign in to your HubSpot account or create a new one.
   Note: If your HubSpot user is linked to more than one HubSpot account, you’ll be prompted to select which account you want to connect to Kantata OX.

9. After logging in to your HubSpot account, you're automatically redirected to the M-Bridge Services page where the new service appears under the Account Services list. Click the Test button to the right of the new service to confirm that the connection was set up successfully.