Connect a CRM
Connect HubSpot or Attio with the method available to your organization.
A CRM connection is shared by the organization. Prospero supports the connection methods shown for HubSpot or Attio, then refreshes the provider status after the account accepts the connection.
Before you start
You need owner or admin access. Coordinate with another admin before disconnecting or replacing an active organization connection.
Connect the account
Open Integrations
Open Settings, then select Integrations. The CRM card shows the current provider and connection status.
Start the connection
Find HubSpot or Attio and select Connect. Prospero shows the methods available for that provider.
Choose the connection method
Choose Shared OAuth, Private token, or Custom OAuth when the option is available. Shared OAuth can require server configuration before it can be selected.
Authorize the CRM
Complete the provider sign-in. For a private token, enter a current token with read-write CRM access. For Custom OAuth, enter the requested client details and use the displayed callback URL.
Confirm the connection
Wait for Connection accepted, then confirm that the card shows Connected and Active. The connected account stamp identifies when Prospero accepted it.
A rejected private token is not saved. Check that it is current and has read-write CRM access, then try the connection again.
After connecting, save the sync policy and verify the CRM before selecting Sync now.