Install and use our module in 3 simple steps
Connect your HubSpot account with The Time Machine to sync your HubSpot data (contacts, companies, products, analytics, deals, etc.) and analyze the performance of your sales teams through our advanced reports.
To take full advantage of this plugin, you'll need a HubSpot account (PRO plan is the recommended minimum requirement).
1. Installing the module in HubSpot
Once the purchase process has been completed, you will receive an email with an activation link (You will have 30 days free trial) to connect with HubSpot. Just click on the link and follow the installation flow to connect The Time Machine to HubSpot.
2. Connection with HubSpot
As a first step, you'll need to select your HubSpot account to proceed with the installation.
Please note: All the HubSpot accounts to which you have access will appear here. Make sure to choose the HubSpot account you'd like to connect to The Time Machine.
2.1. Click on the account and click on the Choose Account button.
Once your HubSpot account has been selected, you'll be promted to grant us access to your HubSpot information. The Time Machine needs access to your HubSpot account in order to extract data and craft the reports. Please review those permissions and click on Connect to proceed.
Please note: You may need to validate the reCaptcha for security reasons.
Once completed, The Time Machine will be connected to your HubSpot account.
Remember you can always head to Connected Applications section in your HubSpot account to contact our support team and review the installation docs if needed.
2.2. Set-up in HubSpot
Now if you navigate your HubSpot account, you will see new modules or CRM cards (deals).
2.3. Synchronisation process
Installation process is now completed! Our module will start analyzing your HubSpot data and generating your new reports.
An email will be triggered to let you know the process is already completed!