How to connect your HubSpot account with Canveo

Admins can connect an organisation's HubSpot account to the organisation's Canveo account by following the steps below. This will establish the connection between Canveo and HubSpot for all Canveo users.

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Go to your Admin section

Click your module selector and select "Admin".

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Select "Integrations"

At the bottom left, click on "Integrations".

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Connect HubSpot

Find the HubSpot integration and click on "Connect ...".

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Select the correct HubSpot account

If you are being prompted, log into HubSpot. Select your organisation's appropriate HubSpot account, and click "Choose Account".

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HubSpot is now connected

This wil connect your organisation's Canveo account with your organisation's HubSpot account. (In order to disconnect them again, click on the "Connected" button.)

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Within HubSpot, the Canveo CRM Card is now available to all users

Following these steps, the Canveo CRM card will be accessible within HubSpot to all organisation users that have both a Canveo and a HubSpot account.

By default, the Canveo CRM Card will show up on company records' association sidebars.

(If you can't see it yet, try leaving the current company record, refreshing the page, and going back into the company record. Note that by default, the newly added Canveo CRM Card will be added at the bottom of the company's association sidebar, but can be moved further up via drag & drop.)

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These steps should allow you to connect your organisation's HubSpot account to your organisation's Canveo account. Please let us know via in-app chat in case you run into any issues.