This step is usually done just once during onboarding, so there’s no need to worry about it. In any case, here’s what it looks like:

1️⃣ During the login process, select HubSpot as your CRM Integration.

2️⃣ Log into your HubSpot account and accept the required permissions. You will be redirected to Piper to complete the onboarding process.

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This action will trigger the sync of your HubSpot Contacts, Companies, and Deals, enabling Piper to automatically assign notes and properties to the correct entities in your CRM.

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Once the integration is complete, you can find it under Settings → Account.