When email messages are sent via the Jointflows Platform, you might want to also track those as Email activities in Hubspot. Doing so is a simple 2 steps setup: - Set the Hubspot BCC Address on your Jointflows Profile - Set the Jointflows sending address as an Alias in Hubspot 1. Setting the Hubspot BCC address on your Jointflows Profile. - In Hubspot click the settings icon in the top navigation bar. - In the left sidebar menu, navigate to Objects > Activities. - Click the Email Log & Tr...

This is an optional settings that can be activated when integrating with Hubspot. If this setting is not set, the integration will connect to the default pipeline. If your sales team is using a pipeline that is not the default pipeline, you need to declare what the technical name of that pipeline is. #1 Get the technical name of your pipeline In hubspot: - go into settings (cogwheel top right) - Data Management / Objects / Deals (Left menu) - Pipelines (third tab top of middle frame) - Selec...

Embedding Jointflows into Hubspot

Connect your Jointflows instance to Hubspot with this guide.

Send Jointflows proprietary forecasting data points into your Hubspot instance