Connect HubSpot to TAC to sync TAC leads as HubSpot contacts.

Steps for Configuration:

1. Access the TAC Portal:
   • Log in to the TAC corporate portal.
   • Navigate to the "Integrations" section.
   • Find the HubSpot section and click on "Configure".
2. Creating a Private App on HubSpot for TAC:
   • In your HubSpot account, click on the settings icon in the main navigation bar, go to Integrations > Private Apps > Create private app.
3. Configuring Scopes:
   • Go to the "Scope" tab.
   • Select the "Read" or "Write" checkbox for each scope you want your private app to access.
   • After configuring the app, click on "Create app".
4. Access Token:
   • Go to the app details page.
   • On the Access Token tab, click on "Show token" to view your access token.
   • Enter the token in the appropriate field on TAC. TAC and HubSpot will be linked.
5. Saving Leads:
   • In the TAC application, users must go to the "Contacts" section.
   • They need to create a new folder and toggle the button to connect this folder to HubSpot.
6. Once the folder associated with HubSpot in TAC is created, users can save the acquired leads within the folder. These will be automatically transferred to HubSpot as contacts.

By following these steps, your team will benefit from a seamless and immediate synchronization between TAC and HubSpot, significantly improving efficiency in contact management.