**** HubSpot Integration is available for users on the Org Plan ***

The Fellow HubSpot integration is User level, meaning that each user will need to follow these instructions to get it set up.

Step:

  1. Click on your avatar/company logo in the upper left hand corner of the screen and select User Settings

  2. Click on Apps & Integrations

  3. Scroll down to the CRM section and click on the HubSpot card

  4. Then click on the Connect button in the upper right hand corner

  5. Choose the HubSpot account that you would like to connect to Fellow and finish the authentication process.

  6. Once connected, you will see a confirmation message pop up at the bottom of your screen,

  7. Now if you click on a meeting with an external attendee, you'll see a panel on your right hand side containing information from HubSpot.

To Disconnect:

  1. Repeat steps 1-3

  2. Click on Actions in the upper right hand corner and click Disconnect


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