Setting up Hubspot Integration

Integrating Bizman with HubSpot allows for seamless synchronization between your customer relationship management and project management tasks, ensuring your team stays aligned and efficient.

Follow these steps to set up the integration:

Step 1: Access the Integrations Page

1. Log in to Bizman.
2. Navigate to Settings by clicking on the gear icon located at the bottom part of the sidebar.
3. From the settings menu, select "Integrations." This will bring you to the page where you can manage and add various integrations.

Step 2: Select HubSpot Integration

1. On the Integrations page, locate and click on the HubSpot icon to initiate the integration process.

Step 3: Connect Your HubSpot Account

1. Click on "Connect your HubSpot account." You will be redirected to the HubSpot login page.
2. Log in to HubSpot with your credentials to authorize the connection between Bizman and HubSpot.

Step 4: Configure Integration Settings

1. Once logged in, you will be redirected back to Bizman. Here, you can set the Tasks Sync Frequency to determine how often tasks are synchronized between Bizman and HubSpot.
2. Set an email address for receiving error notifications to stay informed of any issues that may arise with the integration.

Step 5: Enable the Integration

1. Finally, click on "Enable Integration" to activate the connection. Your Bizman account is now linked with HubSpot, allowing for automated task synchronization and improved project management efficiency.

Conclusion

With Bizman integrated into HubSpot, you can ensure that your tasks and customer interactions are always in sync. Enjoy a more streamlined workflow and enhanced productivity!