To begin the setup process, click on the Settings button in the upper-right corner of your platform and navigate to the Integrations area.
Scroll down until you find HubSpot and click on the Add to SkyPrep button.
Click on the toggle beside Enabled and save your settings.
In the Settings tab, you can control the basic functions of the integration.
Enabled: Turns the integration on and off.
Termination Date Action: If a termination date is detected for a user, you can opt to disable their login. This will prevent them from being able to log in while also retaining all of their records.
Enable Email Notifications on New User Creation: Turns on email notifications for users that are created via the integration.
Remove users from groups they are no longer a part of in Hubspot: If a user is removed from a group in Hubspot, they will be automatically removed from the same group in the LMS.
Deactivate users in the LMS that are no longer in Hubspot: Similar to Termination Date Action, but takes effect if the user is removed from Hubspot.
The Users tab lets you preview the users that the integration recognizes. To ensure that the proper data is being pulled in, you can click on Actions beside their name and select the Payload option.
Next, you will need to set up your data mapping and import rules. Click here to view the setup steps.