HubSpot Integration

HubSpot Integration

Plan: Growth and above

Overview

Pima's HubSpot integration is available to all customers with a Growth plan or higher . Integrating Pima with HubSpot allows you to synchronize your Pima contacts to HubSpot as your prospects request or receive documents.

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Installation & Setup

Pima users can install the Pima Hubspot integration from their account management page.

To install, click Manage Account in the left sidebar and then click the Integrations tab at the top of the page. Next, click the Connect to Hubspot button. You will be directed through the Hubspot authorization process.

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To remove the integration, simply click the Disconnect HubSpot button.

Questions?

If you have questions or need support, please reach out to support@pima.app.