Connecting Valuecase with HubSpot is not complicated and can quickly be done in only a few minutes. Before you start, please make sure you have the right HubSpot permissions, which ensure you are able to connect and install apps to your HubSpot account.
Step-by-step guide
Make sure you are logged in to your HubSpot and Valuecase account.
In your Valuecase dashboard, open the settings and click on 'Integrations'.
You will see the box HubSpot. Click on the 'Connect' button.
A new browser window will open and eventually prompt you to select a HubSpot account. Select the HubSpot account that shall be connected with Valuecase. Then click 'select account'.
5. Congratulations! Now you will be able to directly create new spaces for a customer from your HubSpot account. You can see the Valuecase integration in the right sidebar of a HubSpot deal.
If you connected your HubSpot Account successfully, your integration settings will look as on the screenshot below.
To disconnect your account, simply click on the green 'Connected' button again, confirm that you wish to disconnect.
