Est. Setup Time: 5 minutes
To setup the integration, you must be a BenefitFlow Admin and a HubSpot Admin with read/write privileges for all fields
Login to BenefitFlow and navigate to the “Integrations” page Click the “Establish Connection” button to connect to HubSpot Click the “Connect” button to connect to HubSpotYou can connect to either a sandbox or your main production account.
To configure your mapping settings, click “Integration Settings” Specify how fields across BenefitFlow’s employer and broker objects are mapped to your HubSpot fields Once you’re ready to begin syncing data, navigate to your lists, click the sync button on the desired list and begin syncing!