HubSpot Integration Guide

Purpose

This document outlines the steps to integrate and disconnect HubSpot with Ginni AI.

Table of Contents

  1. Steps to Enable HubSpot Integration

  2. Steps to Connect HubSpot

  3. Steps to Disconnect HubSpot

Steps to Enable HubSpot Integration

  1. Upgrade to a paid Ginni AI plan

  2. Contact Ginni AI support to enable CRM integration for your account

Steps to Connect HubSpot

  1. Log in to your Ginni AI dashboard

  2. Navigate to Settings > Integrations

  3. Click on "Connect" next to HubSpot

  4. Follow the HubSpot authentication prompts

  5. Confirm successful connection in your Ginni AI dashboard

Steps to Disconnect HubSpot

  1. Log in to your Ginni AI dashboard

  2. Navigate to Settings > Integrations

  3. Click on "Disconnect" next to HubSpot

  4. Confirm disconnection when prompted

For additional support, please contact support@ginni.ai