Welcome to the Forward x HubSpot integration documentation.

This guide will walk you through the process of integrating Forward with HubSpot, empowering you to unlock the full potential of your Forward experience.

Please follow these detailed steps to get started:

Sign Up or Log In: If you are not yet a Forward user, don't worry; getting started is easy.

Visit our website here to sign up https://app.dealforward.com/signup

For existing users, simply log in using your Forward credentials.

After you log in, you'll find yourself in the Forward dashboard. To begin the integration process, navigate to the left-hand side of the dashboard where you'll find the main navigation menu.

Click on the "Integrations" from the left bar menu.

Within the Integrations menu, you'll see a variety of integration options designed to enhance your workflow. Look for "HubSpot" in the list of available integrations and click the "Connect" button next to it.

Upon clicking "Connect," Forward will seamlessly redirect you to HubSpot, where you'll be prompted to select your HubSpot account for integration. Follow the straightforward on-screen prompts to authorize the connection.

Once the installation is complete, you're ready to dive right into using Forward directly within HubSpot. Say goodbye to manual data transfers and hello to a more streamlined workflow.

In HubSpot's Company details sidebar, you'll find your Forward templates. You can effortlessly create new Spaces in a few clicks and increase your productivity and efficiency in HubSpot.

Enjoy the convenience of having every critical insight and activity seamlessly transferred from Forward to HubSpot. Whether it's visitor information, invitations, clicks, or reminders, you'll find it all neatly organized in HubSpot's activities panel.

If you can't see the link of your space after you created it, make sure you inluded Forward in the filter.
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While we believe you'll love the synergy between Forward and HubSpot, you always have the option to disconnect if your needs change. Within the Forward app, you'll find a straightforward option to disconnect from HubSpot whenever you choose.

Important Note

Important Note: To take advantage of the HubSpot integration, you'll need to be on the Forward Pro package. Please note that Basic package users do not have access to this integration, ensuring that you have the features you need at your fingertips.

Need Help?

If you encounter any challenges during the integration process or have questions along the way, don't hesitate to reach out to us via live chat.

Note: The spaces created during the integration process will be associated with the current HubSpot user account. If an account with the same email address doesn't exist, the application will provide a helpful warning message.

Thank you for choosing Forward to elevate your HubSpot experience. We're committed to helping you streamline your workflow, enhance productivity, and achieve your business goals.

Welcome to a more efficient way of working with HubSpot and Forward!