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changes.mady.by.user Former user

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changes.mady.by.user Robert Van Brunt

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Prerequisites 

  • HubSpot login credentialsLogin Credentials

    • Users must have Edit 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 credentialsLogin Credentials

Steps

  1. Integrate the ML Platform with HubSpot

  2. Select the Hubspot objects & fields you'd like to leverage to 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)