Overview
The Tracxn - HubSpot integration allows you to seamlessly push company data from Tracxn directly into your HubSpot CRM.
Once connected, you can add companies in just a few clicks, making your workflow more efficient while reducing manual effort.
How can I integrate HubSpot CRM ?
Navigate to the Company Detail page (for example, Uber), and click “Add to CRM”. Select HubSpot CRM and click “Connect & Set as Default.”
You will be redirected to HubSpot authorization page, where you need to sign in (if not already) and grant the required permissions to complete the connection.
After successful connection, you will be redirected back to Tracxn. HubSpot will be set as your default CRM for all future company pushes.
You can now start adding companies directly to HubSpot from Tracxn.
How to change your default CRM ?
Go to Profile > Settings > CRM.
Select your preferred CRM & set it as default.
Have questions or need assistance? Reach out to [email protected]