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Integrating HubSpot with Rumi can significantly streamline your sales and meeting processes by allowing you to link CRM data directly within your meeting environment. This article guides you through the prerequisites, steps for integration, and testing to ensure a seamless connection.

Prerequisites

Before you begin the integration process, ensure you have the following:

• **Rumi Premium Account:** The HubSpot integration feature is only available to users on the Rumi premium plan. If you're on a free plan, contact support for an upgrade.
• HubSpot Account: Ensure you have administrative access to authorize integrations with third-party applications like Rumi.

Integration Steps

Step 1: Access the Rumi Dashboard

1. Log in to your Rumi account.
2. Navigate to the dashboard.

Step 2: Navigate to Integrations

1. On the dashboard, locate the "Integrations" section.
2. Scroll through the list of available integrations until you find "HubSpot."

Step 3: Connect HubSpot

1. Click the "Connect" button next to HubSpot.
2. You will be prompted to authorize the connection using your HubSpot credentials. Select your account and grant the necessary permissions.
3. Once authorized, you should see HubSpot listed under your active integrations.

Testing the Integration

Step 1: Verification