Connecting HubSpot CRM with TwinsAI Applications

1. Access Your Profile Settings

• Open the TwinsAI application.

• Go to your profile.

• Click on 'Settings'.

2. Navigate to Integration Tab 

• In the settings menu, find and select the 'Integration' tab.

3. Connect HubSpot

• Scroll down to find 'HubSpot'.

• Click on 'Connect HubSpot'.

• Sign in to your HubSpot account.

4. Verify Connection

• Ensure you are logged into HubSpot on your desktop application as well.

• Confirm that HubSpot is connected by checking the settings.

5. Access HubSpot Contact List

• Go back to the settings and integration tab.

• Verify that HubSpot is connected.

• Navigate to the 'Contacts' page.

6. Fetch Contact List

• Click on 'Get List' to fetch your contact list from HubSpot.

7. Sync Contacts

• Click on the contact list you want to sync.

• Select 'Sync Contacts' to integrate them into TwinCycle.

8. Start AutoDialer

• Go to the AutoDialer section.

• Choose the HubSpot list you want to connect.

• Select an assistant and click 'Start AutoDialer'.

9. Utilize Tips and Tricks

• Click on 'Open HubSpot' to automatically open the contact list in HubSpot.

• This allows you to view contact information while communicating.

10. Conclusion

• You can now communicate with prospects using the AI while accessing their information from HubSpot.

Link to Loom

https://loom.com/share/83004076746047f68a4bd0cb39b0ceb9