This how-to guide is for 6sense administrators and users with access to the 6sense ABM Settings, describing the process of integrating 6sense with your HubSpot instance in order to access Sales Intelligence in HubSpot.
Before integrating Sales Intelligence with HubSpot CRM cards, you must first perform the HubSpot CRM integration.
This is an organization level configuration, not user level.
It is required that your organization enables third-party browser cookies for the Sales Intelligence Dashboard to display.
Step-by-Step Instructions
Navigate to Settings and select the Integrations section.
Select the HubSpot option from the list of CRMs.
Click on Connect and then select a suitable account from the list, opened in the new tab.
Click Connect App in the pop-up displayed.
Once the OAuth authentication is complete with the organization, the CRM cards will start showing up on the company and contact pages. HubSpot has a unique way to integrate with third-party apps. On the right hand side of the company and the contact object pages, the cards are added. Card action buttons open up a modal to access the respective apps and functionalities.
Card name: 6sense
App name: 6sense Sales Intelligence
Log in to HubSpot and click on Companies inside the Contacts menu.
Please note the following features are not yet available in HubSpot:
“Purchase Contact Info” action
“No Longer w/ Company” action
FAQ
Q: How can I access the Sales Intelligence extension within HubSpot?
A: Click on the 6sense card button Sales Intelligence and a modal opens containing the Sales Intelligence extension. Please note that only one modal can be accessed at a time. So, you need to close this modal to open the 6sense Dashboards modal from the Actions button on the same card.
Q: How can I access Dashboards within HubSpot?
A: Click on the Actions button in the 6sense card and select 6sense Dashboards to open the Sales Intelligence Dashboard modal. Please note that only one modal can be accessed at a time. So, you need to close this modal to open the Sales Intelligence modal.