How to Set Up HubSpot as a Secondary Integration in HeavySet Tech

HeavySet Tech allows you to automatically send leads to HubSpot whenever a lead is saved into your CRM. Setting up this integration ensures your leads are synchronized in real-time without any manual effort.

Step 1: Create a HubSpot Access Token

Before configuring HeavySet Tech, you need to generate an access token from HubSpot:

1. Log in to your HubSpot account.

2. Navigate to Settings → Private Apps and create a new private app called HeavySet Tech.

3. Assign the following permissions (scopes) to the app:

   • crm.objects.contacts.write

   • crm.objects.contacts.read

4. Generate the access token and copy it — you’ll need it in the next step.

Step 2: Configure HeavySet Tech

Once you have your HubSpot access token, you can configure the integration in HeavySet Tech:

1. Go to HeavySet Tech CRM Settings, or from the admin menu, navigate to CRM → Edit Config.

2. Select the CRM you currently use.

3. Under Secondary Integration Settings, click the HubSpot icon.

4. Paste your HubSpot access token into the popup modal and click Okay.

5. Click Save to complete the configuration.

Step 3: Start Syncing Leads

After saving, any lead submitted through your CRM form will automatically be sent to HubSpot. The integration works in real-time, so no additional steps are needed.

Notes

• Make sure your HubSpot private app has the correct scopes to avoid syncing errors.

• This integration only handles contacts (leads) and does not sync other objects.

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Since our launch in 2023, HeavySet Technologies LLC has helped businesses turn website visitors into booked appointments with AI-driven SMS and email automation. Ready to see it in action? Schedule a demo today