Create new Timely Client from HubSpot Company

This integration selects new HubSpot companies and imports them to Timely as clients.

Note: It does not import pre-existing HubSpot companies to Timely clients.

How to Set Up

1. Select or create connections: HubSpot connection for Source and Timely connection for Target.
2. Specify the id of the Timely account to add clients for:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the AccountId field, specify the Id of your Timely account instead of 12345.
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create Timely clients from specific new HubSpot companies, configure filters in the task editor.