Setup Guide for HubSpot

Adzviser enables HubSpot users to:

• Get real-time insights on contacts, leads, lists, and opportunities using natural language prompts in ChatGPT.
• Perform in-depth analysis of CRM data directly in Google Sheets.
• More coming soon.

Connect your HubSpot account to a workspace

Once you've started a trial, you can connect your HubSpot accounts to Adzviser. You must start with creating a workspace first.

Step 1: Choose HubSpot in your workspace

Step 2: Select the HubSpot account you want to link with Adzviser

Step 3: Allow perimissions and connect app

Step 4: Save your connection and workspace

Analyze and report your HubSpot CRM data in various platforms

Once your HubSpot account is connected to an Adzviser workspace, you can choose where you’d like to analyze your data. For example, with our ChatGPT integration, you can instantly find out how many leads you gained last week—just by asking. More details can be found here.

Uninstall

Uninstall from Adzviser

Removing the HubSpot connection from Adzviser means that you will no longer have CRM data access from our supported tools like ChatGPT and Google Sheets.

1. Head to the workspace from which you'd like to uninstall the connected HubSpot account.

2. Confirm deletion of the HubSpot connection.

Uninstall from HubSpot

Removing the HubSpot connection from HubSpot means that Adzviser will no longer have access to your HubSpot CRM data. Hence, you will not be able to get your HubSpot data to tools like ChatGPT and Google Sheets.

1. Click the gear icon in the top navigation to open Settings, then select Integrations from the left-hand menu, and go to Connected Apps.

2. Find the Adzviser line item and click the Actions dropdown menu, then select Uninstall.

3. Enter the word uninstall and click Uninstall to confirm the uninstallation.