Guide to connecting HubSpot and Showpad instances

Note: This integration is only available as an early access preview. Contact your account manager if you're interested in learning more.

Showpad and HubSpot are a powerful combination. Showpad’s HubSpot integration capabilities will enable sales reps to focus on selling and reduce administrative work. It's a great way to share specific content, available in Showpad, with customers and prospects. The corresponding contacts, opportunities, and meetings are stored in the HubSpot CRM.

In this article, you'll learn how to connect your HubSpot instance to Showpad using the Admin App —your first step toward leveraging the full range of integration features. You'll also discover the necessary HubSpot permissions for enabling specific integration capabilities.

Key features

• Access the Showpad app with your HubSpot account
• Compatible with HubSpot CRM 
• Populate HubSpot contacts with Showpad
• Log all Showpad activity in HubSpot
• Share content available in Showpad with Contacts created in HubSpot
• Check all Shares via Showpad on Company and Account level

You need this to succeed

The quick way

1. Configure Connection
2. Authentication
3. Logging by default
    

Configure Connection

Let's start configuring the HubSpot integration in your Showpad instance.

1. To connect HubSpot and Showpad, configure your HubSpot instance(s) in Showpad's Admin App. You can configure multiple CRM instances if your company uses more than one.
   
   Open the Showpad Admin App and log in with your Administrator credentials.
2. In Settings, select CRM under the Integrations section, then select Connect to CRM. 
3. Enter an Alias for your CRM Configuration. If you plan to set up multiple HubSpot instances, choose appropriate names for each instance to make it easier to identify them.
4. Select the HubSpot CRM type from the drop-down menu.
5. Click Connect to HubSpot. 
6. A Reminder will ask you to ensure you have the proper permissions to be the integration user. Click Connect App. You'll need to enter your HubSpot credentials now. After completing this authorization flow successfully as admins, the connection will be marked as verified and surfaced to end users.
7. After logging in, the Showpad Admin App will reopen. You will see a message when you've successfully connected your CRM instance.

Tip: You can connect multiple HubSpot tenants and/or connect HubSpot CRM alongside other CRMs.

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Authentification

The Current User Status reflects the status of authentication for whatever HubSpot user you are logged in with. Your login status will be indicated by if the token is still valid, and you will be required to re-authenticate once the token has expired.

Once the connection is created and authenticated, your sellers will be able to log the following Showpad Share activities to HubSpot from any Showpad app (Web App, mobile, plugins):

• Email Shares
• Link Shares
• Shared Space activities

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Logging by default

You can streamline Share activity logging in HubSpot and make it easier to ensure sellers consistently log their interactions by enabling automatic logging by default.

1. Log in to the Admin App and click the gear icon to open Settings.
2. Select CRM in the Integrations section, then click Settings.
3. Click the Enable CRM logging by default checkbox.
4. Click Save.

Once enabled, Shares are automatically recorded in HubSpot by default. If your sellers haven’t signed into the CRM, they’ll be prompted to do so. If they’re already signed in, they’ll only need to add the Contact/Lead and Related to information. Users in groups where HubSpot activity logging is not enabled will not see this prompt.

Note: This setting is for the Web App only.

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