Below are the items we need in order to schedule the development of your HubSpot/Dynamics integration.
1. Access to HubSpot
To add us to HubSpot, go to Settings, Users, and add firstname.lastname@example.org as a marketing administrator.
2. Access to CRM
Create a CRM user account for the integration. We only need read/write access to leads, contacts, accounts, and opportunities. Send us the login information and URL.
3. Confirmation that the CRM solution package is installed
Before installing the solution package in your production CRM, we recommend creating a backup of your CRM. We also recommend having your CRM Admin test the solution in a sandbox environment first, as it can sometimes cause conflicts with current/custom forms. Here are instructions on how to install the CRM solution package. Once the package is installed, you should see custom fields installed with a scribe_ prefix, as well as a HubSpot section added to the Lead and Contact forms.
Note: If you are unable to complete all tasks above yourself, we recommend sending this article to anyone on your team who can assist you in completing these tasks. Example: CRM Admin and/or IT Team.