1. TitanX - HubSpot Integration Onboarding

User Guide | HubSpot

1. 1. Click on Admin User Profile

   

2. 2. Click on Profile & Preferences

   

3. 3. Click on Integrations

   

4. 4. Click on Connected Apps

   

5. 5. Click on TitanX App (staging)

   

6. 6. Click on Settings

   

7. 7. Click on password field

   

Sign In to your TitanX Platform

1. 8. Click on Continue

   

2. 9. Click on Account

   

3. 10. Click on API Keys

   

4. 11. Click on Generate New Token

   

5. 12. Type Token Name

   

6. 13. Click on Create

   

7. 1. 14. A. Click on Copy Token

   2. 14. B. Click on I've Copied My Token

   

Integrations Home

1. 15. Paste selected text into input

   

2. 16. Click on Submit

   

3. 17. Confirm Success Message

   

4. 18. Click on Configure Mapping

   

5. 19. Click on Select HubSpot property

   

6. 20. Type "First"

   

7. 21. Click on First Name

   

8. 22. Click on Select HubSpot property

   

9. 23. Type "Last name"

   

10. 24. Click on Last Name

    

11. 25. Click on Select HubSpot property

    

12. 26. Type "Company"

    

13. 27. Click on Company Name

    

14. 28. Click on Select HubSpot property

    

15. 29. Type "Title"

    

16. 30. Click on Job Title

    

17. 31. Click on Select HubSpot property

    

18. 32. Type "mobile"

    

19. 33. Click on Mobile Phone Number

    

20. 34. Click on Select HubSpot property

    

21. 35. Type "phone number"

    

22. 36. Click on Phone Number

    

23. 37. Click on Select HubSpot property

    

24. 38. Type "email"

    

25. 39. Click on Email

    

26. 40. Click on Select HubSpot property

    

27. 41. Type "website"

    

28. 42. Click on Website URL

    

29. 43. Click on Save Data Configuration

    

30. 44. Click on Data mapping saved successfully

    

31. 45. Click on Close

    

Adding TitanX Custom Card to Contact view

1. 46. Click on Settings Gear Icon

   

2. 47. Click on Users & Teams

   

3. 48. Click on Teams

   

4. 49. Click on Create team

   

5. 50. Type Team name

   

6. 51. Select the users who should have access to the TitanX Custom Card.

   

7. 52. Click on Add 2 users to team

   

8. 53. Click on Save

   

9. 54. Click on Objects

   

10. 55. Click on Record Customization

    

11. 56. Click on Create team view

    

12. 57. Click on Create new tab

    

13. 58. Type Tab label

    

14. 59. Click on Done

    

15. 60. Click on Add card

    

16. 1. 61. A. Click on Card library

    2. 61. B. Type Titan

    3. 61. C. Click on Add card

    

17. 62. Click on Close

    

18. 63. Click on Assign teams

    

19. 64. Click on dropdown trigger and Select the Team you created above

    

20. 65. Click on Done

    

21. 66. Update Name of page to whatever you prefer (eg "TitanX View)

    

22. 67. Click on Save and exit