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How To Integrate HubSpot To Dashboard

Integrate HubSpot with Charlie AI Step-by-Step Guide

Iggy Odighizuwa avatar
Written by Iggy Odighizuwa
Updated over 5 months ago

Step 1 click 'New AI Setter.' Give it a name.

Step 2. Add a description.

Step 3. Click "Select color..."

Step 4. Select the color, and then click 'Create.'

Step 5. Once you create the AI setter, click "integrations."

Step 6. Next to HubSpot Click "Integrate"

Step 7: Select the HubSpot account you want to connect to your AI Setter.

Step 8: Click "Chose Account"

Step 9: You'll be redirected back to the dashboard and you will see your HubSpot portal ID if the integration was success.

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