Connect to HubSpot

Overview

This guide will walk you through establishing a connection required for the HubSpot integration. It is divided into two sections. 

• Before You Begin
• Establish Connection

Section 1: Before You Begin

HubSpot Administrator Role

• The Customer must have the Super Admin role.

Section 2: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the HubSpot application. Click the application icon or anywhere within the row where the HubSpot application is located.

• Step 4: You will be taken to the HubSpot screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right-clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open. 

Task 2: Customer Connects to HubSpot

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser and press Enter. It will take you to the screen shown below. Click the Connect button. 

• Step 2: Log in to your HubSpot account. 

• Step 3: If you have 2 factor authentication set up, enter the code and click Log in. 

• Step 4: You may be prompted to select whether HubSpot should remember you on the device you are using. Select either Remember me or Ask for 2FA every time. If you are not prompted to make this selection, skip to the next step. 

• Step 5: If you have multiple HubSpot accounts, select which account you would like to use for the HubSpot integration. Then, click Choose Account. If you only have one account, skip to the next step.

• Step 6: You will see the screen shown below. This indicates that your credentials were stored for the integration.

 

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Section 2, Task 2, Step 4), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the HubSpot page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the HubSpot connection has been established, and the connection can be used for HubSpot.
    • If the connection fails, check and correct the HubSpot credentials.