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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 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

  3. Build Programs using the HubSpot integration

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