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changes.mady.by.user Robert Van Brunt

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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 HubSpot

  2. Select the Hubspot objects & fields

...

  1. you'd like to

...

  1. leverage to

...

  1. build target account lists

    1. Contacts

    2. Companies

    3. Contact Lists

    4. Deals

...

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