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Requirements

  • Hubspot login credentials

  • ML Platform login credentials

Installation GuidePrerequisites 

  • 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 Hubspot objects & fields

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  1. you'd like to

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  1. leverage to

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  1. build target account lists

There are 3 ways to generate a target account list

    1. Contacts

    2. Companies

    3. Contact Lists

    4. Deals

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