Integrating HubSpot with Montro: Step-by-Step Guide
Price
Free with Montro
Type
Most recent
Setup time
3 min
About HubSpot
HubSpot is a leading CRM platform designed to help companies manage marketing, sales, and customer service operations. It provides tools for email marketing, lead generation, customer engagement, and analytics. Integrating HubSpot with Montro allows organizations to centralize the management of HubSpot subscriptions, optimize user licenses, and track usage—all while ensuring costs are kept under control.
Benefits of Integrating HubSpot with Montro
- Subscription Management: Gain visibility into your HubSpot subscriptions, track renewals, and manage plans from a single platform.
- License Optimization: Identify underused licenses and reallocate them to optimize your HubSpot costs.
- Usage Insights: Monitor how HubSpot is being used across marketing, sales, and customer service teams.
- Cost Control: Track HubSpot expenses, forecast usage, and identify cost-saving opportunities.
- Compliance & Security: Ensure that your HubSpot usage complies with internal policies and industry regulations.
Steps to Integrate HubSpot with Montro
Follow these steps to integrate HubSpot with Montro to streamline your CRM management and monitor your subscription costs effectively.
Step 1: Access the Montro Dashboard
- Log in to Montro using your admin credentials.
- Navigate to the Integrations section from the left-hand menu.
Step 2: Locate HubSpot in the Integrations Library
- In the Integrations Library , search for HubSpot using the search bar
- Click on the HubSpot integration tile to begin the integration setup process.
Step 3: Authorize Montro to Connect with HubSpot
- You will be redirected to log in to your HubSpot account.
- Enter your HubSpot admin credentials and log in.
- You’ll be prompted to grant Montro permission to access HubSpot data such as user activity, subscription details, and usage reports. Review these permissions and click Authorize to proceed
Step 4: Configure HubSpot Integration Settings
- After successful authorization, you’ll return to the Montro dashboard, where you can configure how you want to manage HubSpot through Montro:
- Subscription Tracking: automatically track subscription renewals, plan upgrades, and billing.
- License management: Monitor HubSpot licenses and identify unused licenses that can be reallocated.
- Usage monitoring: Track HubSpot feature usage across teams (e.g., marketing, sales, customer service).
- Compliance checks:Set up automated compliance checks to ensure HubSpot usage aligns with your organization’s policies.
- Cost insights:Get real-time cost analysis and reports on your HubSpot subscriptions.
- Customize the settings according to your organization’s needs and click Save and Sync to activate the integration.
Step 5: Sync HubSpot Data
- Montro will begin syncing your HubSpot data. The first sync may take several minutes depending on the amount of data.
- Once the sync is complete, you will have access to your HubSpot usage, license management, and cost tracking directly within the Montro dashboard.
Troubleshooting Tips
Here are some troubleshooting tips to help you resolve any issues during the HubSpot integration process:
- Authorization Issues: If you encounter issues authorizing Montro to access HubSpot, ensure you are using the correct admin credentials and that the necessary permissions have been granted. Reauthorize the connection if needed.
- Sync Delays: Allow some time for the initial sync to complete. If HubSpot data doesn’t appear right away, try re-syncing the integration from the Montro dashboard.
- Incomplete License Data: If some HubSpot licenses aren’t being tracked, verify that all HubSpot users have been granted access and that the integration settings cover all relevant user accounts.
- Missing Usage Insights: If you can’t see usage data for specific HubSpot features (e.g., marketing automation, CRM tools), ensure those features have been enabled in the integration settings.
Need Help? Contact Montro Support
If you need any assistance during the integration process or have further questions, feel free to contact our support team:
- Email: support@Montro.io
- Live Chat: Use the in-app chat for immediate help.
- Knowledge Base: Visit support.Montro.io for more detailed guides and troubleshooting tips.
Our support team is here to help you make the most of your integration with HubSpot.
