OttoMatey offers a seamless two-way integration with HubSpot, making it easy to manage and update deals directly from either your OttoMatey Pipeline or HubSpot account. This guide will walk you through setting up the integration and share tips to optimize your experience.
How to Connect Your HubSpot Account
Log in to your OttoMatey account.
Navigate to the Integrations tab.
Filter by CRM Integrations.
Locate and select HubSpot Integration.
Click Connect.
You’ll be redirected to the HubSpot login page.
Select the HubSpot account you want to connect.
Click Choose Account.
Review the permissions and click Connect App.
Once complete, you’ll be redirected back to OttoMatey, and your HubSpot account will be successfully connected.
How to Add Deals
Adding deals to HubSpot is quick and straightforward:
Find your prospect in the Inbox.
Select the prospect you want to add to your CRM.
On the Profile Card under CRM Deals, click + New Deal.
Choose HubSpot as the platform. Configure the deal details:
Deal Stage
Deal Name
Value
Currency
Click Create.
Alternative Way to Add HubSpot Deals
Navigate to the Pipeline tab on your OttoMatey dashboard.
From the dropdown menu at the top of the page, select HubSpot.
Hover over the screen and click + Add Deal.
Fill in the required fields:
Deal Name
Pipeline
Stage
Amount
Owner
Probability
Status
Add the relevant prospects and companies to the deal.
Click Create to finalize.
Your deal will instantly sync between OttoMatey and HubSpot.
Syncing Updates
Changes to deal status, stage, value, or other details in OttoMatey or HubSpot will automatically update in both platforms.
If updates aren’t reflected in OttoMatey immediately, refresh your deals:
Go to the Pipeline tab.
Click the synchronization button in the top-right corner.
Additional Notes
You can link multiple CRMs to a single OttoMatey account.
If you manage several pipelines in HubSpot, each will sync with OttoMatey. You can manually assign deals to specific pipelines.
With OttoMatey’s HubSpot integration, managing your deals has never been easier. Take advantage of the two-way synchronization to ensure your pipeline is always accurate and up to date.
Our Customer support team and Otto, our AI bot, are here to help. Adjust your sliders wisely and let OttoMatey optimize your outreach!