Sync Garba with Hubspot

Integrating Garba with HubSpot CRM allows for seamless syncing of meeting summaries, action items, and key insights to your CRM records. This integration helps you:

✅ Keep track of meeting discussions and decisions in HubSpot.
✅ Sync action items directly to your CRM for follow-ups.
✅ Get a better understanding of where you are with a specific deal.
✅ And much more!

Follow these steps to connect your accounts:

Step 1: Log into Garba

1. Sign in to your Garba account.

2. Ensure you’re on the main dashboard where you can access your settings.

Step 2: Navigate to CRM Integration

1. Go to the Settings tab.

2. Select Account > Integrations from the menu.

Step 3: Connect to HubSpot

1. Click Connect to HubSpot.

2. You’ll be redirected to a HubSpot login page where you’ll need to authorize Garba’s access.

Step 4: Authorize Access

1. Log in to HubSpot using your credentials.

2. You’ll be asked to grant Garba permission to view and update your CRM records.

3. Click Authorize to proceed.

⚠ Important: You must have admin privileges in HubSpot to connect Garba. If you don’t, ask your HubSpot admin for assistance.

Step 5: Confirm Integration

• Once authorized, you’ll be redirected back to Garba.

• A confirmation message will indicate that HubSpot CRM is now connected.

Troubleshooting

If you encounter any issues:

✔ Ensure your HubSpot account has admin permissions to complete the integration.
✔ Contact Garba support for further help.