Step by step instructions on how to connect your eko space to your Hubspot CRM
Overview
By connecting your CRM to the eko platform you have the ability to collect leads from within your Customer lead interactive experiences
Step 1: Login to eko platform - platform.eko.com
Step 2: In the projects list, click on the project you want to connect to your CRM to
Step 3: In the upper left hand corner select “Connect lead generation”
Note: You can also connect to your hubspot CRM by navigating to your Space Settings/Integrations. The steps post hitting “connect” will be the exact same
Step 4: Select “Hubspot” & click on “Connect”, you will be taken to the hubspot connection dashboard
Step 5: In the HubSpot app connection dashboard, choose the account you would like to connect & click on “Choose Account”
Step 6: You will be prompted to connect the app, click on “Connect the App”
Step 7: You will be redirected to back to your space where you will see the notification of your connection status
Note: If you are a member of more than one space you’ll be redirected to eko to select the space you would like to connect