How to sync XTEN-AV projects with Hubspot?
You can use two ways to sync Project from XTEN-AV to Hubspot deals
For this, you have to go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Hubspot' option under the 'Integrations' tab. Select the 'Deals/Project' option.
Choose Deals that you would like to be pulled (downloaded) from Hubspot into your XTEN-AV account by clicking on the 'Pull Deals' button and click on the submit button.
Click on the ‘Sync Deals’ button. Once clicked on it, all your chosen Deals from Hubspot will be visible on the XTEN-AV.
You can update any projects from Hubspot to XTEN-AV, click on the 'Pull from Hubspot' button under the 'Sync' tab.
Select the project which you want to update and click on the 'Sync' button. Your Hubspot and XTEN-AV account will be synced in a while and you will get a notification.
For this, you have to go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Hubspot' option under the 'Integrations' tab. Select the 'Deals/Project' option.
Choose Deals that you would like to be pulled (downloaded) from Hubspot into your XTEN-AV account by clicking on the 'Pull Deals' button and click on the submit button.
Click on the ‘Sync Deals’ button. Once clicked on it, all your chosen Deals from Hubspot will be visible on the XTEN-AV.
You can update any projects from Hubspot to XTEN-AV, click on the 'Pull from Hubspot' button under the 'Sync' tab.
Select the project which you want to update and click on the 'Sync' button. Your Hubspot and XTEN-AV account will be synced in a while and you will get a notification.
Updated on: 10/10/2022
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