Setup guide for Juniper Square and HubSpot
Seamlessly connect marketing automation in HubSpot with investment management in Juniper Square. This integration allows you to sync contact data between platforms to effortlessly identify leads and convert them into investors, driving efficiency and growth.
Connect Juniper Square and HubSpot
Only staff users with the Manage basic configuration settings permission and access to all contacts in Juniper Square can install the HubSpot integration.
1. Connect your HubSpot account.
In Juniper Square, go to Admin settings > Integrations > HubSpot to begin the setup process.
2. Sign in to HubSpot.
3. Select your HubSpot account.
Choose the HubSpot account you want to connect to Juniper Square.
4. Authorize the integration.
After giving the integration permission to access your HubSpot account, you should be automatically redirected back to Juniper Square.
5. Configure fields and sync your contacts.
Now that you’ve connected Juniper Square with HubSpot, you can configure the fields you want to display in each system and start syncing your contacts.
Uninstall the integration
To uninstall the integration with Juniper Square, follow the instructions in this HubSpot Knowledge Base article.
When you uninstall the integration between Juniper Square and HubSpot, shared contact fields will no longer sync automatically when you make changes in Juniper Square. Additionally, contact fields that are unique to Juniper Square or HubSpot will no longer be displayed in the other system.