⚠️ To install vizrm for HubSpot, you need super admin rights in HubSpot
vizrm integrates with contacts, companies, deals, and activities from HubSpot, which lets users
Build org-charts for your HubSpot companies based on associated HubSpot contacts
Show, Update & Create HubSpot Tasks from your org-charts
Filter org-charts by deals and add or remove persons to HubSpot deals from vizrm
to set up the HubSpot integration follow these steps:
1. Create a vizrm user account
Go to https://app.vizrm.com/welcome and enter a valid business e-mail and your password.
2. Set up your vizrm user profile
On the following screen, provide the details for your user profile - this will help vizrm to tailor your onboarding experience.
3. Conenct with HubSpot
Click on the HubSpot Logo to connect with the CRM. A pop-up will open.
4. Select your HubSpot account
In the pop-up window, select your HubSpot account that you would like to connect. Click "Choose Account" to proceed.
5. Review permissions
In the next screen, review the requested scopes. Vizrm requests access to read and write contacts, tasks, deals & companies.
Select "Connect App" to complete the connection with your HubSpot account and proceed with the next steps.