> For the complete documentation index, see [llms.txt](https://help.sharkdom.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sharkdom.com/integrations/hubspot.md).

# HubSpot

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&#x20;**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.

<br>

**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.

<br>

**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.

<br>

**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. Partner Filed Mapping(Map Opportunity against target accounts)**

• 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.

\ <br>

&#x20;**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.

<br>

&#x20;**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.

<br>

&#x20;***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 <support@sharkdom.com>.