Overview
By integrating Sanka with HubSpot, you can synchronize contacts, deals, and marketing activities between the two platforms, streamline workflows, and increase productivity.
Whether managing marketing campaigns or tracking interactions with customers, this integration ensures that data is always up to date on both platforms.
This guide explains the steps to connect Sanka and HubSpot to enable seamless operations.
How to Integrate HubSpot
Log in to Sanka
① Access Sanka and log in with your credentials.
② Ensure that you are in the appropriate workspace where the HubSpot account will be connected.
Navigate to the Integration Services
① Click on the "Workspace" tab located in the left-hand menu of the dashboard. Then, click "Integration Services."
② Click on the "New" button located in the upper right-hand corner of the Integration Services screen.
③ The list page of integrated services will be displayed. All third-party applications that can be connected to Sanka are listed.
④ Select “HubSpot” to begin the integration. You can either scroll through the list of integrated services or use the search bar to find it.
⑤ Once you have confirmed that “HubSpot” is selected, choose “Standard Method” and click on “Create Integration Service.”
⑥ Next, the HubSpot authentication page will be displayed. Select the account to be linked and grant permission.
⑦ If you allow the integration, you will be redirected to Sanka. Once the integration is successful, the HubSpot account will appear on the linked services page.
⑧ Click "Edit" on the integrated HubSpot to display detailed information on the detail page.
⑨Add various properties on the HubSpot side.
Company Properties - sanka_id - email
Contact Properties - sanka_id
Deal Properties - sanka_id (UNIQUE) - platform - platform_id
Summary
By integrating Sanka with HubSpot, it is possible to greatly improve business workflows, automate tasks, track interactions with customers, and efficiently manage deals and campaigns.
By following the above steps, you can easily connect the two platforms and start automating your processes immediately.
If any issues arise or further assistance is required, please refer to the support center or contact our customer service team!