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:
Log into Moments.
Navigate to Settings > Connect to Hubspot.
Click Install.
Select your HubSpot account (portal).
Click Choose Account.
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.
