Help users configure HubSpot integrations
Learn how to guide customers through connecting third-party apps to HubSpot, troubleshooting sync issues, and managing integration settings.
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Who is this for?
This guide is for Implementation Specialists and Support Agents helping customers connect their tech stack.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Term | Definition |
|---|---|
| Bi-Directional Sync | Data flows both ways (e.g., HubSpot ↔ Salesforce). Changes in one reflect in the other. |
| One-Way Sync | Data flows only one way (e.g., Typeform → HubSpot). |
| Field Mapping | The process of linking a specific field in one app (e.g., "Email Address") to the corresponding field in HubSpot. |
| Scopes | The specific permissions an app requests (e.g., "contacts-read", "forms-write"). |
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows HubSpot sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.