In this guide, we'll show you how to set up our HubSpot integration so you can make professional Quotes and Estimates in seconds.
To use HubSpot and Scaido, you'll need to have an account on both services. If you don’t have an account in Scaido but have in HubSpot, then during installation procedure you will be able to create one.
Connect your HubSpot account using the connect button below (don't worry, it'll open in a new window so that you can keep these instructions handy).
Use your usual HubSpot login here. If you are already logged in with your account this step will be skipped automatically
Select your HubSpot account that you plan to connect to Scaido. If you only have one HubSpot account this step will be skipped automatically.
Review access to your HubSpot account. Click Connect app button.
Choose to create a new Scaido account or login to the existing one.
Click Confirm button to establish connection between your Scaido and HubSpot account. If you created a new Scaido account during the previous step, this step will be skipped automatically.
Congratulations, the integration is set up!
Now, you can create quotes directly from any HubSpot Deal. Navigate to your HubSpot account, and your Deal records will now feature the Scaido widget in the right sidebar. You have the flexibility to drag and drop this widget to any spot in that sidebar — simply click on the dots in the top left.