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Requirements

  • Hubspot login credentials

  • ML Platform login credentials

Installation Guide

If you've already integrated ML Platform with Hubspot, please skip to step 3.

Prerequisites 

  • HubSpot Login Credentials

    • Users must have View access to Everything for Contact/Companies & Deals. For more information on Hubspot’s user permission guide, please visit their knowledge center here.

  • ML Platform Login Credentials

Steps

  1. Integrate the ML Platform with

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  1. HubSpot

  2. Select the

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  1. Hubspot objects & fields you'd like to

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  1. leverage to

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  1. build target account

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There are 3 ways to generate a target account list

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Contacts

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Companies

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Contact Lists

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  1. lists

    1. Contacts

    2. Companies

    3. Contact Lists

    4. Deals

Build Programs using the Hubspot integration

  1. Choose which HubSpot property Madison Logic uses to pull in the account domain names (Optional)