How to set up your HubSpot integration with Parallax
1. Click on "Settings" in your left-hand navigation bar, then click "Integrations."
2. Click "Connect to HubSpot." You will be redirected to the following page. This page is where you select the HubSpot account you would like to connect to Parallax.
3. You will be prompted to approve the permissions that allow Parallax to access your CRM data. Please read the information and the click "Connect App."
4. You will be redirected back to Parallax where you can select your pipeline(s).
| HubSpot Term | Parallax Term |
| Deal | Project |
| Users | People |
| Accounts | Clients |
5. After selecting your Pipeline(s), click "Sync." By syncing this Pipeline, Parallax will pull in the information around your Projects, People, and Accounts.
6. Once the sync is complete, you will be prompted to select the HubSpot stages you want to pull into Parallax.
8. Select your stages and click "Sync HubSpot."
9. Now that the Integration is completed, you will now see your HubSpot deals listed in the Sales Pipeline tab.
Setting Up Parallax Additional Fields in HubSpot
1. In HubSpot, use your main navigation to go to the Settings section.
2. Once in Settings, use the left-hand navigation to scroll down to Deals within the Object section.
3. Once within deals, click "Customize" the "Create Deal" form.
4. While in "Customize the Create Deal" form, click on "Add Properties" in the left hand menu. Use the search field provided to find and select the "Parallax Service Offering" and "Target Start Date." Click Save.
With that, your Parallax additional fields are all set up!
Adding Parallax's Additional Fields in Deal's Left Sidebar
1. Use your main navigation to go to the Settings section
2. Once in Settings, use the left-hand navigation to scroll down to Deals within the Object section.
3. Once within deals, click "Customize the Record Customization" form.
4. Click "Customize the left sidebar."
5. Click "Edit default view."
6. Open up "Deal information" dropdown
7. Make sure the "Target Start Date" box is checked
8. Hit "Save" in the upper right-hand corner
9. "Target Start Date" will now appear in an opportunity's left sidebar navigation
Add Pipeline
To add a pipeline at a later date, create this pipeline in Hubspot then, go to Parallax Settings > Integrations and do a SYNC & SAVE. Parallax will update in a few moments and pull in the new Pipeline. From there you can select to include it by using the toggle to turn on and then select what stages should be shown in Parallax.
What's Next
To see what this integration looks like in action, check out our HubSpot and Parallax article or Field Mapping article.