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Hubspot Integration

HubSpot Integration with myCRMSIM

How to Integrate HubSpot with myCRMSIM

Prerequisites

Before starting, make sure you have:

A HubSpot account
HubSpot Sales Hub Professional Plan ($90/month) enabled. Pricing may change over time, so please verify it from the official HubSpot pricing page: https://www.hubspot.com/pricing/sales
Access to myCRMSIM.
A connected messaging device (SMS, iMessage, WhatsApp, or RCS)

Step 1: Integrate HubSpot with myCRMSIM

Go to the Integrations page in myCRMSIM.
Scroll to HubSpot and click Connect.
Select your HubSpot account and click Choose Account.
Review the authorization permissions, scroll down, and click Connect app.
Wait while the integration is finalized.

✅ HubSpot is now successfully connected.

Step 2: Verify Companies in HubSpot

Open your HubSpot dashboard.
From the left sidebar, navigate to:
CRM → Companies
Ensure your companies are visible.
There should be at least one company listed.
If no company exists, click Add Company to create one.
Also, make sure you are using the correct HubSpot account.

Step 3: Connect Your HubSpot Sub-Account

In myCRMSIM, navigate to the Subaccount SIM page.
Click Connect Location.
Search for and select your HubSpot company.
Enable the Connected toggle.

✅ Your HubSpot sub-account is now connected.

Connect Multiple Companies

You can add and connect multiple sub-accounts. Simply repeat the same process for each sub-account you want to connect.

Connect Companies

From the left sidebar, go to Subaccount SIM.
Click Sync Locations to fetch the latest HubSpot Companies.
Wait for the available Companies to appear.
Use the search bar to find a specific Company if needed.
Turn ON the toggle for each Company you want to connect.
In the confirmation popup, click Yes, Confirm.
Wait for the success message.
Click Back to List and verify that all selected Companies are connected.

⚠️ Note:
You can connect multiple Companies within the same HubSpot account. Enabling a Company in myCRMSIM only connects it to your myCRMSIM workspace; it does not change or override the existing settings in your HubSpot account.

Multi-Device Setup

Before creating a HubSpot Workflow—make sure all required devices or numbers are connected to the selected Company/Subsccount. If you want to add multiple devices to a single subaccount, follow these steps.

Go to Connect Location and open the required Company.

Open the Subaccount SIM page and select the required channel: Android, iMessage, WhatsApp, RCS, or Twilio.

Click the Plus (+) button to add a device, SIM, sender, or number.

Assign one connection as the Default connection.

Assign the remaining connections to the appropriate users.

Click Save/Assign and send a test message from each connection.

Final Result

✅ HubSpot is successfully integrated with myCRMSIM.
✅ Your HubSpot sub-account is connected.

If you haven't assigned a messaging device yet, click the relevant guide below to learn how to assign your device:

If you want to send your first message from HubSpot, click here.

1. Send Your First HubSpot Message ✅
2. HubSpot Troubleshooting Guide

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