Salesgear

This guide walks you through connecting your HubSpot account to Salesgear.

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Log in to your HubSpot account when prompted

Approve access to complete the connection

1. Go to Settings → Integrations
2. Find HubSpot
3. Click Configure
4. Click Connect
5. Log in to your HubSpot account when prompted
6. Approve access to complete the connection

Once connected, you’ll see HubSpot-specific configuration tabs inside Salesgear.

👉 Related section: <a href="https://support.salesgear.io/en/collections/3174843-integrations">Settings → Integrations</a>

Connect Salesgear with HubSpot CRM

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Connect Salesgear with HubSpot CRM

Step-by-step setup