Linking the MARINI Integration Platform with HubSpot via the OAuth Flow is a simple process. Here’s a step-by-step guide to ensure everything runs smoothly:
1. Set Up Integration Plan
First, you need to set up the desired integration plan in the MARINI Integration Platform. This is the first and most crucial step to start the integration.
2. Select HubSpot Module
You have the choice between a standard or a custom HubSpot module. Choose the module that best suits your needs.
3. Check Plan Settings
Carefully review the settings of the integration plan. If you chose a custom module, enter the name of the custom module to ensure all specific settings are correctly applied.
4. Click on Apply
Once you have reviewed and adjusted all settings, click “Apply” to save the configuration and proceed to the next step.
5. Start OAuth Flow via Authorize
To start the OAuth Flow, click “Authorize.” This will initiate the authentication process.
6. You Will Be Redirected to HubSpot
After clicking “Authorize,” you will automatically be redirected to HubSpot.
7. Log In with Your HubSpot Account
Log in with your HubSpot credentials. If you don’t have an account yet, create a new one.
8. Select the Appropriate Account
If you have access to multiple HubSpot accounts, select the account you wish to link with the MARINI Integration Platform.
9. Accept the Checkbox and Click “Connect app”
Grant the necessary permissions by checking the relevant checkbox. Then click “Connect app” to confirm the connection.
10. Redirected Back to MARINI Integration Platform
After confirmation, you will be automatically redirected back to the MARINI Integration Platform.
11. Complete Authentication via Next
Finally, click “Next” to complete the authentication and activate the integration.
Following these steps should enable the MARINI Integration Platform to connect with HubSpot smoothly. If you have further questions or issues, our support team is always available to assist.