Hubspot

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Welcome to the Sharkdom HubSpot Integration Guide! Follow these simple steps to connect your HubSpot CRM to Sharkdom and start syncing your customer data effortlessly.

How to Connect HubSpot to Sharkdom

Step 1: Go to "My App” in Sharkdom

• Login to Sharkdom: https://www.sharkdom.com

• From the left-side menu, navigate to My App.

Step 2: Select Your Data Source

• In My Data, under Data Source, click on Connect under HubSpot.

• A popup will appear asking you to choose your data source.

• Select HubSpot and click Connect.

Step 3: Authorize Sharkdom to Access Your HubSpot Account

• You will be redirected to the HubSpot authorization page.

• Login with your HubSpot admin credentials.

• Review and grant the necessary permissions.

• Click Connect App to complete authorization.

Note: We use a secure OAuth process. Sharkdom does not access your HubSpot data without permission.

What Happens After Connection?

Once your HubSpot account is connected:

1. Sync Leads to HubSpot CRM

• Leads generated through Sharkdom’s Partner Programs will be automatically pushed into your HubSpot CRM as new contacts.

• This helps you manage your partner relationships more effectively.

2. Import Customer Contacts to "My Data"

• You can pull your existing HubSpot contacts into Sharkdom.

• These contacts will be shown inside the My Data section.

• You can segment them and use Sharkdom's Customer Persona Overlap tool to generate valuable insights.

3. Field Mapping

• When importing data, you will be asked to map HubSpot fields (like Name, Company, Email) to Sharkdom properties.

• Sharkdom auto-suggests the best mappings but you can manually adjust.

Mandatory and Optional Fields

Field Type

Description

Mandatory

Name, Website

Optional (Recommended)

Industry, Contact Number

Capturing these fields ensures better partner recommendations and customer matching.

Benefits of HubSpot Integration with Sharkdom

• Seamless Sync: Connect once, and all your customer updates flow automatically.

• Customer Overlap: Instantly analyze overlaps between your customer base and potential partners.

• Lead Management: Manage your partner leads directly inside HubSpot.

• No Coding Required: Easy setup, just a few clicks.

Troubleshooting

• If you face any issue connecting, make sure:

• You have HubSpot admin access.

• You accept all requested permissions during OAuth.

• Your HubSpot account is active (not expired trial).

If issues persist, contact us at [e-mail].