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:
Sign in to your Garba account.
Ensure you’re on the main dashboard where you can access your settings.
Go to the Settings tab.
Select Account > Integrations from the menu.
Click Connect to HubSpot.
You’ll be redirected to a HubSpot login page where you’ll need to authorize Garba’s access.
Log in to HubSpot using your credentials.
You’ll be asked to grant Garba permission to view and update your CRM records.
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.
Once authorized, you’ll be redirected back to Garba.
A confirmation message will indicate that HubSpot CRM is now connected.
If you encounter any issues:
✔ Ensure your HubSpot account has admin permissions to complete the integration.
✔ Contact Garba support for further help.
