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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.

  1. Integrate ML Platform with Hubspot

  2. Select the contact fields or contact lists you'd like to use to generate a target account list

    • There are 3 ways to generate a target account list

      1. Contacts

      2. Companies

      3. Contact Lists

      4. Deals

  3. Build Programs using the Hubspot integration

    1. Contacts

    2. Companies

    3. Contact Lists

    4. Deals

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