You can install the Hubspot – Microsoft Dynamics 365 CRM quickstart template from the integrator.io Marketplace (U.S. | EU).
Before you install
A. Create your Celigo iPaaS account
Sign up for an integrator.io account with administrative access.
Install the HubSpot – Microsoft Dynamics 365 CRM quickstart integration template
From the HubSpot Marketplace options, select the Microsoft Dynamics 365 CRM template and click Preview.
- Click the Marketplace menu in integrator.io.
- Review the template’s contents and the ReadMe file, and click Install to begin.
Set up the connections and integrate with Microsoft Dynamics 365 CRM
Next, you’re presented with setup options for HubSpot and Microsoft Dynamics 365 CRM.
Connect to HubSpot
Click Configure to establish the HubSpot connection. If you already have a connection to HubSpot, select it from the list. Otherwise, click Set up new connection and provide your HubSpot account credentials for OAuth 2.0 or token-based authentication.
Click Save & close to test the connection and return to the template installation.
Connect to Microsoft Dynamics 365 CRM
Click Configure to establish the Microsoft Dynamics 365 CRM connection. If you already have a connection to Microsoft Dynamics 365 CRM, select it from the list. Otherwise, click Set up new connection and provide your Microsoft Dynamics 365 CRM environment credentials.
Click Save & close to test the connection and return to the template installation.
Get started with the quickstart template
Now that you’ve installed this quickstart template in your integrator.io account, understand how to configure and run your flows:
- To familiarize yourself with the integration tile, refer to Understand how to use your integration tile.
- To know more about how to schedule or run a flow, refer to Schedule data flows.
- To know how to use the flow-dashboard, refer to Understand your dashboards.
- To understand template management, refer to Delete or restore a quickstart integration template.
-
Comments
Please sign in to leave a comment.