HubSpot App Setup Guide

Setting up our HubSpot CRM Integration takes less than 5 minutes

Dominic Yong avatar
Written by Dominic Yong
Updated over a week ago

Step 1: Connect your HubSpot account

Connect your HubSpot account using the connect button below (don't worry, it'll open in a new window so that you can keep these instructions handy).

Step 2: Login to your HubSpot account

Use your HubSpot login, not your The Org account.

Step 3: Select your HubSpot account

If you only have one HubSpot account this step will be skipped automatically.

Step 4: Open The Org from the HubSpot sidebar

You can find The Org app in the sidebar for any Company or Contact in your HubSpot account.

Step 5: View Org Charts + Create Contacts

View up-to-date org charts for all Company and Contact data in HubSpot.

That’s it!! πŸš€ πŸš€ πŸš€ πŸš€ πŸš€

Thanks for using The Org and our HubSpot CRM integration!

Want to uninstall?

If you need to uninstall The Org, then you can do it from the HubSpot integrations settings page. Open up HubSpot and navigate to Settings > Integrations > Connected Apps. Find The Org and click uninstall. Unfortunately we do not get notified when you uninstall, so if you have an active subscription with us then please let us know that you’ve have disconnected: [email protected]

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