Connecting Birdie to HubSpot

Before connecting Birdie to HubSpot, ensure that you are logged into HubSpot in the same browser that you're using Birdie in.

In Birdie's options, set your CRM to HubSpot (1).

If you are not logged into HubSpot yet, Birdie will open a new browser tab asking you to login. Once you've logged into HubSpot, go back to Birdie's options and reload the page.

You will see a popup asking you to give Birdie access to HubSpot. Choose the relevant HubSpot account and then give Birdie access.

Next, choose the field that stores the LinkedIn URL of the contacts in HubSpot (2).

If you are using HubSpot's Automatically create and associate companies with contacts feature, you will need to configure Birdie properly so that duplicate companies aren't created (3).

Finally, click Save (4).

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