Before Connecting

Use a HubSpot account you are authorized to connect. If HubSpot does not let you approve the requested permissions, ask your HubSpot administrator to complete the authorization.

Connect Your Account

  1. Open Settings in GTMOne and find CRM & Field Mapping.
  2. Select HubSpot, then choose Connect CRM.
  3. Sign in to HubSpot if asked.
  4. Select the correct company account. Check the account name and ID before continuing.
  5. Review the permissions and approve the connection.
  6. Return to GTMOne and confirm that the connection shows as connected.
  7. Review the suggested field mappings and save any changes.

What The Connection Does

GTMOne uses the connection to read supported records, properties, relationships and configuration for assessment. Connecting does not automatically repair or change your CRM records.

Some HubSpot permissions have broader names than the reads GTMOne performs. Review the authorization screen and contact GTMOne if you need clarification before approving.

Why A Connected Account May Still Have Gaps

A successful connection does not mean every source exists or is accessible. Your HubSpot subscription, granted permissions, enabled features and retained history affect the evidence available for individual checks.