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
Sign in to your Garba account.
Ensure you’re on the main dashboard where you can access your settings.
Step 2: Navigate to CRM Integration
Go to the Settings tab.
Select Account > Integrations from the menu.
Step 3: Connect to HubSpot
Click Connect to HubSpot.
You’ll be redirected to a HubSpot login page where you’ll need to authorize Garba’s access.
Step 4: Authorize 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.
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.