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How to connect vizrm and HubSpot

Connect vizrm to HubSpot — what you need, how the authorization works, and what happens across the five setup steps.

You need admin rights on your HubSpot account. vizrm installs once for your whole HubSpot account rather than per user, so the person connecting it needs rights to approve apps.

Where to start

  1. From vizrm — on the login page choose Create Account, then Continue with HubSpot.

  2. From HubSpot — open the vizrm listing on the HubSpot Marketplace and install from there.

If you install from the marketplace you can skip the next section. Installing from HubSpot authorises vizrm at the same time, so you go straight to setting a password.

Connecting to HubSpot

HubSpot opens in a separate window. In it, sign in to your HubSpot account, choose the account you want to connect, review the permissions HubSpot lists, and approve.

The Finish connecting in the HubSpot window screen with HubSpot's popup open beside it

Finish connecting in the HubSpot window vizrm continues on its own the moment HubSpot confirms.

If the HubSpot window doesn't appear, your browser has blocked the pop-up. Allow pop-ups for vizrm, then choose Reopen the HubSpot window.

What happens next

  1. Secure your account — your email comes from HubSpot; you set a password.

  2. What you want to do — pick your goals, and add the Chrome extension if you want the LinkedIn integration.

  3. Confirm field mapping — confirm HubSpot properties that hold job title and LinkedIn URL.

  4. Pick your first chart — choose from a ranked shortlist of your own accounts.

The Pick your first org chart step with five ranked suggestions and a Best pick badge on the top one

After installation: org charts inside HubSpot

The org chart is available on HubSpot company and contact records, but a HubSpot admin has to add the vizrm card to the record layout first. See How vizrm integrates with HubSpot.

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