Overview
In the article below, we'll walk you through how to configure the integration between Dock and Hubspot.
Please note, you'll need to be a Hubspot Admin to successfully integrate the two!
Initial Set-up
Step 1: From the home screen, click Settings on the lefthand nav bar.
Step 2: Beneath Company > select Integrations.
Step 3: Select Hubspot.
Step 4: Click Integrate.
Step 5: Choose the HubSpot account.
Step 6: Approve integration in HubSpot.
Dock can only connect to ONE HubSpot account.
Map Fields
Check mapping and adjust, if needed. You can click between the three different tabs (Companies, Deals, Contacts) to map fields on each object.
Dock automatically pulls in standard HubSpot fields for Companies and Deals. If you use custom fields, you can always change the field you’re syncing with Dock.
Workspace Activity
Dock will push analytics and plan activity to HubSpot Activity Feeds.
From the contact object, toggle on/off activities you'd like to push to HubSpot.
Step 7: In HubSpot, go to the Company, Contact or Deal record. Change filtering setting in the activity feed to show the Dock integration!
Click Confirm and you're all set! 🎉
If you ever want to make edits, follow the same steps above and click Edit integration.