Articles on: Integration

How to sync a particular project in Hubspot?

Go to the project page and inside the “Project Settings” menu click on "Pull Changes from Hubspot" option.



Select the Projects which you want to Push/Update changes to Hubspot. You can also select the documents which you want to Push/Update to Hubspot by clicking on Customize option.



Please select the documents you want to Push/Update. Click on the Save button.



All the Pushed/Updated Projects and documents (Proposal, Upload floor plan, Rack layout, and Signal Flow diagram, etc) from XTEN-AV to Hubspot are visible under the Deals section on the Hubspot account.

Updated on: 10/07/2022

Was this article helpful?

Share your feedback

Cancel

Thank you!