HubSpot Integration
Here is your guide to the ProRoom HubSpot integration
The ProRoom App is part of the ProRoom retail sales system, containing many features, including CRM functionality, survey system, SMS and email automation and much more.
The ProRoom App is only available to users with a company subscription to the ProRoom service.
HubSpot Integration
HubSpot users can connect their HubSpot account to the ProRoom App to automate transfer of sign-up and visitor data to HubSpot. No data from HubSpot is saved in the ProRoom App, except verification data to log into HubSpot. The integration is controlled via the options in the ProRoom App User Profile.
- Go to your user Profile
- Scroll down to the Connect HubSpot section and select
a. If you do not want to sync sign-ups (then only visits will be synced) select the checkbox
b. If you only want to sync Marketing accepted leads, then select that checkbox. - Press the Connect HubSpot button and follow the steps to approve the connection.
Whenever you would like to disconnect, the Connect HubSpot button has now turned into a Disconnect button and you press it to cancel the connection.