---
title: "SaaSify HubSpot Integration Setup"
slug: "saasify-hubspot-integration-setup"
updated: 2025-07-02T14:22:47Z
published: 2025-07-02T14:22:47Z
canonical: "docs.saasify.ai/saasify-hubspot-integration-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# SaaSify HubSpot Integration Setup

### In this Article

- [Prerequisites](/v1/docs/saasify-hubspot-integration-setup#prerequisites)
- [Configuring HubSpot App Creds in SaaSify](/v1/docs/saasify-hubspot-integration-setup#configuring-hubspot-app-creds-in-saasify)
- [Creating SaaSify Deal in HubSpot](/v1/docs/saasify-hubspot-integration-setup#creating-saasify-deal-in-hubspot)
- [Adding SaaSify HubSpot App as a Card](/v1/docs/saasify-hubspot-integration-setup#adding-saasify-hubspot-app-as-a-card)

This article describes the steps that are required to establish a connection between HubSpot CRM and SaaSify platform.

## Prerequisites

- PSM will provide the **environment-specific SaaSify URL.** Please use that URL to proceed with the HubSpot integration.

> [!NOTE]
> Note: The SaaSify HubSpot App is created in the HubSpot Developer Account of **SaaSify** and is fully managed by SaaSify.

## Configuring HubSpot App Creds in SaaSify

**Please follow the below steps to update the details in** **SaaSify****:**

1. Login to SaaSify using the **Publisher Admin** credentials
2. Navigate to **Settings --> Integrations**
3. Select HubSpot from the left-hand panel
4. Enable **Allow Write-Backs to HubSpot**
5. Enter the **HubSpot Account ID** (You can find the HubSpot Account ID in the URL of the HubSpot Account or under the Profile)
6. Click on **Save**. You should see a confirmation message: “**Configuration saved successfully**”
7. Click on **Validate**
8. You will now be redirected to authenticate the HubSpot credentials
9. Select the **HubSpot Account** from the list that is used to manage the Deals.
10. Click on **Choose Account**
11. Review all permissions and click **Connect App**
12. Once the validation is successful and connection is established, you should see a message “**Thank you for validating the HubSpot credentials**” and get redirected back to SaaSify.

## Creating SaaSify Deal in HubSpot

Creating SaaSify Deal in Co-sell management will help you in tracking and managing

- AWS Referrals / ACE Originated (AO) Co-sells - All the Invitations that are shared by ACE Team will be visible by default under SaaSify Deal.
- Partner Referrals / Partner Originated (PO) Co-sells - All Partner Originated Co-sell opportunities that are created directly in ACE Partner Central and have no Deal IDs linked to it will also be visible by default under SaaSify Deal.

**Please follow the below steps to add SaaSify Deal:**

1. Login to HubSpot
2. Navigate to **CRM -->** **Deals**
3. Click **Create deal**
4. Provide Deal name as ‘**SaaSify Deal****’**
5. Click **Create**.

## Adding SaaSify HubSpot App as a Card

**Adding the Card** **SaaSify** **HubSpot App to Deals will help us manage Co-sell opportunities**. **Please follow the below steps:**

1. Login to HubSpot
2. Navigate to **Settings** on the top-right corner
3. Navigate to **Account Management --> Integrations**
4. Click **Connected Apps**
5. You should be able to see an installed SaaSify HubSpot App. Click on the name of the installed App
6. Click on the **App Cards** tab.
7. Click on **Manage Locations**.
8. A side panel will appear, Hover the mouse on **Default View** - Click on **Customize**. You will be redirected to Page editor window.
9. You can add the SaaSify card in two ways:

- **Approach 1:** **Add the SaaSify card to an existing tab**
  - Click on **Add card**
  - A right pop-up window will appear, Select **Card Library**
  - Search for **SaaSify**
  - Enable the SaaSify HubSpot App by clicking on **Add Card**
  - Close the card window
  - Now you can see the SaaSify HubSpot App card added to the Default view
  - Click on **Save and exit.**

- **Approach 2:** **Add the SaaSify card by creating a new tab**
  - In the Default view layout, click on **+** to create a new tab
  - Add a name as per your requirement. For example: add **SaaSify** **Co-sell**
  - Click on **Done**
  - Click on **Add card**
  - A right pop-up window will appear, Select **Card Library**
  - Search for **SaaSify**
  - Enable the SaaSify HubSpot App by clicking on **Add Card**
  - Close the card window
  - Now you can see the SaaSify HubSpot App card added to the Default view
  - Click on **Save and exit.**

Once the above steps are performed, the new tab **SaaSify** **Co-sell** with the **SaaSify** **HubSpot App** (**card**) will be shown in all the Deals. You can now manage all your Co-sell opportunities through HubSpot with this tab.