Deployment Guide: HubSpot - Sage Intacct Integrations 


First published on: 08/10/2023/6:54 pm

 

 

 

 

Create a new project in the customers development environment in The Saltbox Platform. 

 

From the project settings page, choose 'import a project.' 

 

 

 

Choose 'import from template.' 

 

In the template name, choose 'HubSpot-Intacct golden workflows.' 

 

Select all workflows, connectors, and data stores, then choose “import.”

 

 

 

Go to the project settings and find the connection configuration section. 

 

Update both the Sage Intacct and HubSpot connection details to the API details for the desired Sage Intacct and HubSpot systems. 

 

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Last modified: 11/15/2023/8:21 pm

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