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.

Overview

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In this article

This article covers detailed steps on integrating your HubSpot CRM with SaaSify for end-to-end management of ACE Co-sell Opportunities in HubSpot.

Prerequisites

Before configuring your HubSpot App credentials, you will need:

  • A new tenant for your organization in SaaSify. This can be done by reaching out to SaaSify team (psm-saasify@spektrasystems.com). 

  • Publisher Admin rights on the new tenant and a Seller Account for the respective cloud provider in SaaSify. Kindly reach out to SaaSify team (psm-saasify@spektrasystems.com) in case of any queries.

  • Co-sell API capability configured under the Seller Account. 

  • Super Admin privilege in your HubSpot Account. 

Next Step

  • Follow the steps on the next page to integrate HubSpot with SaaSify.