Bridge 5.0 and HubSpot setup instructions

Bridge 5.0 and HubSpot setup instructions

If you are not a Bridge 5.0 customer and you want to see how the Bridge 5.0 + HubSpot integration works, please Request a Demo.

Step 1:

Authorise HubSpot for Bridge 5.0 by authenticating to HubSpot from your Bridge 5.0 PRM instance via the available OAuth option on #setup/crmsettings/addon page.


Click on “Configure” to open the app authorization page so that the account can be authorised.

Choose an account that needs authentication and click on “Choose Account”. It will show the permissions needed for the app. Review them and if acceptable to you, click on “ConnectApp” to authorise the app to share the data with Bridge 5.0.



Step 2:

Setup the field mapping which will open for both “Contact” and “Opportunity”.


After the mapping is updated , please click on “Finish” and the Bridge 5.0 app is installed in the HubSpot account.


Step 3:

After the app is installed in the HubSpot Account, it will be visible in the Setup -> Integrations ->Connected Apps section as below

 

 

Now the CRM Cards will be visible in the Contact/Deals section in HubSpot

Contacts:


Deals:


When the options of Bridge Feed, Bridge Asset and Bridge Playbook are selected, it will open the Bridge pages for Feed, Assets and Playbooks.


Iframes for the contacts section:

Feeds:

Assets:


Playbooks:


 

Iframes for the Deal Section:

Assets:

Playbooks:

Step 4:

To uninstall, go to the Bridge User and navigate to #setup/crmsettings/addon page, and click on the “Deactivate” button.

This action will deactivate the sync between the Bridge and the HubSpot. No previously synced data will get affected. You should also uninstall the OAuth app access from your HubSpot instance by following the Uninstall an app
instructions.

 


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