After completing the Cadence-HubSpot integration as mentioned in the article How do I complete the HubSpot Integration for Cadence?, assign the HubSpot users whose credentials will be used to import call list(s) from HubSpot.
Below you can find how to assign users to HubSpot:
- After logging into the Cadence application, navigate to the Settings » Third Party Integrations tab and click the Assign button.
- The User Assignment for Koncert - HubSpot window will be displayed. Select and move the desired users from the Available Users pane to the Assigned Users pane whose credentials will be used to import calling list(s) from HubSpot.
NOTE: By default, the user assignment done for the Koncert-HubSpot integration will be displayed. If necessary, you can modify the user selection which will be reflected in the Koncert-HubSpot integration user assignment and vice-versa.
- Click Save to save the settings.
A confirmation message below will be displayed.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.