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How to set up HubSpot integration from within Pascal

This documentation, including images, videos and text, is accurate as of Version 5.12 of Pascal.

We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.

Creating an integration between your already existing Pascal environment and your HubSpot environment, can help you to keep track of all your clients and companies in your HubSpot environment. To create this connection from within Pascal can be done by following the following steps:

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  1. Click on your initials in the top right corner.
  2. Select Settings besides your Pascal environment's name.
  3. Navigate to the Integrations page in the Organisation section. Scroll down to the bottom to the HubSpot section.
  4. Here, click on the Connect to your HubSpot account button.
  5. You will be routed to login to HubSpot.
  6. If you are a part of multiple HubSpot environments, you will then need to select the correct HubSpot environment to connect to your Pascal environment.
  7. After the correct HubSpot environment is selected, click on the Choose Account button.
  8. Then, an overview of the Pascal app in HubSpot is given, where you can click on the Connect app button.
  9. After connecting the app, you will be routed back to the Integrations tab in Pascal, where you can now see the connection between Pascal and HubSpot is made.

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