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Hubspot Setup Guide for Moments
Hubspot Setup Guide for Moments
Robert Keus avatar
Written by Robert Keus
Updated over a week ago

The Moments app integrates with HubSpot, connecting leads and accounts with HubSpot contacts and companies, enabling users to:

Stay Connected with Key Contacts: Once synced, the Moments app will provide reminders and suggestions to catch up and engage with important contacts from HubSpot, ensuring no lead or connection is overlooked.

Install: Follow the steps below to install the Moments app and connect it with your HubSpot account:

  1. Log into Moments.

  2. Navigate to Settings > Connect to Hubspot.

  1. Click Install.

  2. Select your HubSpot account (portal).

  3. Click Choose Account.
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  4. Review the requested scopes on this screen. Moments requests access to read and write to contacts and companies, as well as read and edit contact and company properties.

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