Integrating your HubSpot and Arrangr accounts
is incredibly simple.
Just watch the video below, or read the step-by-step guide to see how easy it is.
1) On Arrangr, Go To Profile & Settings
From the menu on your Arrangr Switchboard, click "Profile & Settings."
2) Go To Integrations -> Link HubSpot
You can click "Integrations" in the left-hand menu, or simply scroll down in your profile until you reach the "Integrations" section.
3) Choose Your Settings & Continue
You will be presented with two choices. In both scenarios, Arrangr will add the ability to search from your HubSpot contacts while in Arrangr. The optional piece is whether or not you want Arrangr to feed events into your HubSpot contact timelines. For example, when you send an 1:1 invite from Arrangr to one of your HubSpot contacts, it will show up as an event in the activity feed for that contact.
You will be taken to HubSpot, where they will ask your permission to let Arrangr access your account. If you get an error message here, contact your account admin. It may be because they have only given you access to "assigned contacts," in which case HubSpot won't let you grant us access.
5) Important Last Step - Unfilter Arrangr Events
At this point, your accounts should be linked. However, in order for Arrangr events to show up in contact timelines on HubSpot, you need to make sure the filter on HubSpot is set correctly.
1)Pull Up a HubSpot Contact's Page
Select "Contacts" within the "Contacts" dropdown from the top menu bar in HubSpot. Then from your list of contacts, click on the name of one of your contacts.
2)Click "Filter Activity"
In the "Activity" tab of this contact's page, click the dropdown button that says "Filter Activity."
3)Check the "Arrangr" Checkbox
From the "Filter Activity" dropdown, if the checkbox for "Arrangr" is not checked (under "Integrations"), then check it.