Before You Start

You need an approved GTMOne workspace and a HubSpot user who can authorize the connection. Have your sales pipelines, business timezone and normal working hours ready.

Complete The Setup

  1. Open Settings in your client workspace.
  2. Save your Company Details and Assessment Period.
  3. Connect the correct HubSpot account and review the suggested CRM field mappings.
  4. In Business Settings, select the sales pipelines to assess and your working calendar.
  5. Review the domains and controls in Assessment Scope. Keep relevant checks enabled and review any control-specific inputs.
  6. Save your changes. Return to Overview or Assessments for the next available action.

Use Defaults Thoughtfully

Suggested mappings use standard HubSpot properties. Keep them when your team uses those fields. If you use custom fields for the same information, choose those fields before the first run. Suggested time limits are starting points, not promises your team has automatically agreed to.

GTMOne can help finish the setup. You should not need to identify evidence one record at a time: the connector collects the supported data in your chosen scope.