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How To: Connect to Hubspot from Stack

In this guide we show you how easy it is to connect Stack with HubSpot in just 7 simple steps.

Step 1:

Log in to Stack here

 

Step 2:

Once you have logged in, click on the Stack menu drop down on the top right-hand side of your screen and click “account settings”.

 

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Step 3:

Select the “integrations” tab:

 

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Step 4:

Select the HubSpot “Connect App” button.

 

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Step 5:

This takes you directly to HubSpot where you will need to select your account or sign in with your credentials.

 

 

Step 6:

After signing in to HubSpot, you will automatically be taken back to Stack and see that HubSpot is on your Connected Apps page.

 

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 Congratulations! You are now connected.

Let’s get the data flowing…

 

Step 7:

Ensure that your sales cycle title and stage names match between Stack & HubSpot.

 

a) To edit them in Stack:

Click on the “Sales Cycles” card.

 

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Then within this template, you can click on the sales cycle title to rename, or the menu next to the stage name to rename.

 

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b) To edit them in HubSpot:

Click on the sales drop-down and select “deals”.

 

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From within the deals page, select the drop-down menu next to the sales cycle name and select “edit pipelines”.

 

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From here, select the sales cycle to modify and edit your stage names.

 

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You are now complete. Amazing!

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