--- title: Connect with HubSpot description: Connect with HubSpot --- [Skip to content](https://help.b2brocket.ai/connect-with-hubspot-b2b-rocket-help-center#main-content) English Show submenu for translations ![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:support@b2brocket.ai) [Contact us](mailto:support@b2brocket.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en) 2. [Settings](https://help.b2brocket.ai/settings?hsLang=en) # Connect with HubSpot The HubSpot integration connects your HubSpot CRM to the platform, enabling seamless lead syncing. Once connected, leads generated through campaigns are automatically transferred into HubSpot, eliminating manual data entry. This ensures your sales team has immediate access to fresh leads within their existing workflow. Whether you're using email outreach or Lead Finder, all new leads will be synced directly to HubSpot, allowing your team to track and manage them efficiently throughout the sales process. - [Navigation](https://help.b2brocket.ai/connect-with-hubspot-b2b-rocket-help-center#Navigation) - [HubSpot Integration](https://help.b2brocket.ai/connect-with-hubspot-b2b-rocket-help-center#HubSpot-Integration) - [Set Up Hubspot](https://help.b2brocket.ai/connect-with-hubspot-b2b-rocket-help-center#Set-Up-HubSpot) - [Transfer Leads to HubSpot](https://help.b2brocket.ai/connect-with-hubspot-b2b-rocket-help-center#Transfer-Leads-to-HubSpot) Let’s get started 🚀 ### Navigation **Step 1**: Log in to your account and click the **Account** icon in the bottom-left sidebar. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfK1fZ4d_EBLH0kK-Exf4w6h3hM2mdAOVUVJZc9_hvTPzapngL_kJT5G7w_bFalbN5HmoorjzTgi2jumV3c1Efgvnf-DjtRU0yJ4mEayIHJ-MrxRsNHZer4q5F4KoNyKWTbALx3.png?width=917&height=637&name=AD_4nXfK1fZ4d_EBLH0kK-Exf4w6h3hM2mdAOVUVJZc9_hvTPzapngL_kJT5G7w_bFalbN5HmoorjzTgi2jumV3c1Efgvnf-DjtRU0yJ4mEayIHJ-MrxRsNHZer4q5F4KoNyKWTbALx3.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018382/cf78d990cf00440a2e530d60bf68/AD_4nXfK1fZ4d_EBLH0kK-Exf4w6h3hM2mdAOVUVJZc9_hvTPzapngL_kJT5G7w_bFalbN5HmoorjzTgi2jumV3c1Efgvnf-DjtRU0yJ4mEayIHJ-MrxRsNHZer4q5F4KoNyKWTbALx3?expires=1761286500&signature=6dc736dd7da0aee9b13079f38fa9d940476bb7add6de64c03c0d6d40c0c62381&req=dSYnF8l%2FlYJXW%2FMW1HO4zXxQy5hIhkhGh12fFtg9IVZh%2F5uhITa7sCTaUq%2BN%0A9rlAxziYYqnL6lvBO7s%3D%0A) **Step 2**: Select the **Settings** option to access the **Account Details** page. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcRSuKm5KRjnuk3MiPhCKHopFWaSUcnsfgs1Lu6qNXr00PuvFYG3-vr_Xb5lPi4-rvloq-0wTkbRBgKepiZFXCmaUDLOBZk8z9vjunHnNSbH4cG9MhmB20LZ__FjTSMD_jpQzOo_A.png?width=918&height=634&name=AD_4nXcRSuKm5KRjnuk3MiPhCKHopFWaSUcnsfgs1Lu6qNXr00PuvFYG3-vr_Xb5lPi4-rvloq-0wTkbRBgKepiZFXCmaUDLOBZk8z9vjunHnNSbH4cG9MhmB20LZ__FjTSMD_jpQzOo_A.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018383/85c3a832931700556607e772075f/AD_4nXcRSuKm5KRjnuk3MiPhCKHopFWaSUcnsfgs1Lu6qNXr00PuvFYG3-vr_Xb5lPi4-rvloq-0wTkbRBgKepiZFXCmaUDLOBZk8z9vjunHnNSbH4cG9MhmB20LZ__FjTSMD_jpQzOo_A?expires=1761286500&signature=8c4d77ebf8976a6630fc2149c3fe25f72b7782b094cd1305ec965c97235999c8&req=dSYnF8l%2FlYJXWvMW1HO4zdfiM9xGyGKl0Q3j8yieg4rfN3H0I5pW%2FVbihHnU%0AxDaQlHKsgr%2FlwIhxwZA%3D%0A) **Step 3**: In the **Settings** page, click the **Integrations** tab at the top. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfSWghzCoWK2f0-oVV8m5kCqfRF7GhyvuUzSLoKgaWn3ab5p5XXOHbNLXdQTurl_f2IRCREP_-M1uh5bMUOGvh9tj0nYnAzlKkXOpF_F3WS357pRo1OUq5x_QAGCmp6ZTAgpHrVuQ.png?width=1366&height=641&name=AD_4nXfSWghzCoWK2f0-oVV8m5kCqfRF7GhyvuUzSLoKgaWn3ab5p5XXOHbNLXdQTurl_f2IRCREP_-M1uh5bMUOGvh9tj0nYnAzlKkXOpF_F3WS357pRo1OUq5x_QAGCmp6ZTAgpHrVuQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018381/a49e2d04f9f0242fc1d0373a701f/AD_4nXfSWghzCoWK2f0-oVV8m5kCqfRF7GhyvuUzSLoKgaWn3ab5p5XXOHbNLXdQTurl_f2IRCREP_-M1uh5bMUOGvh9tj0nYnAzlKkXOpF_F3WS357pRo1OUq5x_QAGCmp6ZTAgpHrVuQ?expires=1761286500&signature=5f58c232c01f5a9e88c43550ad98c55473b8593404daf476ac8dfe7d8625e399&req=dSYnF8l%2FlYJXWPMW1HO4zSa%2FhA%2BBaEeuxB%2FHLh6Z71Xfdqr2VlrdBKHMKbdT%0ATUmxpIFlN2Wy6eVjIP0%3D%0A) You’re now on the **Integrations** page, where you can connect CRMs, marketing platforms, and website tracking. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdH7SERYKotAQ_XPGlmMJBdNHAraxIbBpjFOqiiv1A0yFTDvDRfKIkaKlkXelsUfVLZRLrJ8r3n80ezwWV2MAcoSgBuvcBonaP-kNMpqAzzxDjE0fHJXkWOI5F40Ekcxfs6VK3WZQ.png?width=1366&height=641&name=AD_4nXdH7SERYKotAQ_XPGlmMJBdNHAraxIbBpjFOqiiv1A0yFTDvDRfKIkaKlkXelsUfVLZRLrJ8r3n80ezwWV2MAcoSgBuvcBonaP-kNMpqAzzxDjE0fHJXkWOI5F40Ekcxfs6VK3WZQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018384/9d7aba7666a6ec9d1dae0806ae58/AD_4nXdH7SERYKotAQ_XPGlmMJBdNHAraxIbBpjFOqiiv1A0yFTDvDRfKIkaKlkXelsUfVLZRLrJ8r3n80ezwWV2MAcoSgBuvcBonaP-kNMpqAzzxDjE0fHJXkWOI5F40Ekcxfs6VK3WZQ?expires=1761286500&signature=e3371d8e43da6780210216e30cb5de0d0883e25295436e951471bfbdf2b3b0d3&req=dSYnF8l%2FlYJXXfMW1HO4zRnm%2BhP5oKk2fRtx5RqpwV0Z38xQunRKVFvI5nwM%0AAtUytHSH4ftBCzcUDUA%3D%0A) **Step 4**: Click on the **Connect** button to authorize access to your **HubSpot CRM** account. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcN_oha0T6qNHl1-r_f1gvEr9Y_Y-FuBFjZ2AVPL8_ebeys8BlIwTO4Jv6wSNXOZvjBVCmK0Zmc0iDdvDG6Y36fceVn0goOp699vKHf6y33UyJIb_wJHhQ58qGHWrMMTr8EfK3GIQ.png?width=1600&height=170&name=AD_4nXcN_oha0T6qNHl1-r_f1gvEr9Y_Y-FuBFjZ2AVPL8_ebeys8BlIwTO4Jv6wSNXOZvjBVCmK0Zmc0iDdvDG6Y36fceVn0goOp699vKHf6y33UyJIb_wJHhQ58qGHWrMMTr8EfK3GIQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018387/e0f18011566908c34f8d07860d4e/AD_4nXcN_oha0T6qNHl1-r_f1gvEr9Y_Y-FuBFjZ2AVPL8_ebeys8BlIwTO4Jv6wSNXOZvjBVCmK0Zmc0iDdvDG6Y36fceVn0goOp699vKHf6y33UyJIb_wJHhQ58qGHWrMMTr8EfK3GIQ?expires=1761286500&signature=393199989fddbd09f5e80d2dabcd7c82a48f185783b2d50068e85e3f4a089511&req=dSYnF8l%2FlYJXXvMW1HO4zdqXcsDz0NtWcWS5tQkEJEP%2FQqFvUZuR5jgurW4X%0A%2B8iC2NneMkdWGEBvOzY%3D%0A) Upon clicking on the **Connect** button, you will be redirected to the **Sign Up** page for Zoho. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeY92j10Gr06sch9jyW2wF8S12mchhHAkNU1NwU2hztTIG5ZQ30P8YZxMJxEniq6qZE9BxYKcdgSuf5GU3B7-xnKb-RF3Rc0aArDK9TWGGtYL8GOqgOK0Qlltjeg4yewSyEZbAg.png?width=1043&height=599&name=AD_4nXeY92j10Gr06sch9jyW2wF8S12mchhHAkNU1NwU2hztTIG5ZQ30P8YZxMJxEniq6qZE9BxYKcdgSuf5GU3B7-xnKb-RF3Rc0aArDK9TWGGtYL8GOqgOK0Qlltjeg4yewSyEZbAg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018385/ee763b7d874d09fcca87809ad805/AD_4nXeY92j10Gr06sch9jyW2wF8S12mchhHAkNU1NwU2hztTIG5ZQ30P8YZxMJxEniq6qZE9BxYKcdgSuf5GU3B7-xnKb-RF3Rc0aArDK9TWGGtYL8GOqgOK0Qlltjeg4yewSyEZbAg?expires=1761286500&signature=a48cf1354747e08988dbc6eec2afa63376ae3e85f2196c8696cff6d7887bcfcc&req=dSYnF8l%2FlYJXXPMW1HO4zROQlyF5FX9aG9iTUhWmHjXDOqXhPvbwg9fZqM1Y%0ADlor0aR36R75jwc6r8E%3D%0A) ### HubSpot Integration Integrate your **HubSpot** CRM account to sync leads from the platform automatically. **Step 1**: Click on the **Create Account** button to create your **HubSpot** account. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcBLdct8C7vPvnyXC9FvEedtqQwvZtkHOfnVfTeKbZf6wIvhlvgb25csAdU_Syzd1VjH12i_JwDYLrmJRB-8q8o5hqIMNVUafYbasG3E0XlEX-EyLD_AEHmlb16ZzfWl6kXHI4h5g.png?width=1043&height=599&name=AD_4nXcBLdct8C7vPvnyXC9FvEedtqQwvZtkHOfnVfTeKbZf6wIvhlvgb25csAdU_Syzd1VjH12i_JwDYLrmJRB-8q8o5hqIMNVUafYbasG3E0XlEX-EyLD_AEHmlb16ZzfWl6kXHI4h5g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018936/dba26869736d6030b55e4f686bb9/AD_4nXcBLdct8C7vPvnyXC9FvEedtqQwvZtkHOfnVfTeKbZf6wIvhlvgb25csAdU_Syzd1VjH12i_JwDYLrmJRB-8q8o5hqIMNVUafYbasG3E0XlEX-EyLD_AEHmlb16ZzfWl6kXHI4h5g?expires=1761286500&signature=f13e6fb97c2ea34b995ed125b28040a578e4e5e68459cdfc2e8d01189ac68b8e&req=dSYnF8l%2FlYhcX%2FMW1HO4zf4K1XS2YxIVTFfPhyjAfwlwbE2cysn9426m2%2F7r%0AnFwNYehpe3ESSavPptQ%3D%0A) **Step 2**: Enter your **Email** address in the field. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeE2GHp9Lv8xMfNrTjJtBkGbUQ8cfbv_CUFckKjtbnJGMrPo3lqClUqk4loA82QnwmNIpmvxZ21nP2X-eg8ZU3ItjFYGnvTLdK42qwI9fCJiFoi6giFg6sgKNNyAmdhJYI_gaNJYw.png?width=747&height=836&name=AD_4nXeE2GHp9Lv8xMfNrTjJtBkGbUQ8cfbv_CUFckKjtbnJGMrPo3lqClUqk4loA82QnwmNIpmvxZ21nP2X-eg8ZU3ItjFYGnvTLdK42qwI9fCJiFoi6giFg6sgKNNyAmdhJYI_gaNJYw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018937/2d4f61fd678f43cc137682223da0/AD_4nXeE2GHp9Lv8xMfNrTjJtBkGbUQ8cfbv_CUFckKjtbnJGMrPo3lqClUqk4loA82QnwmNIpmvxZ21nP2X-eg8ZU3ItjFYGnvTLdK42qwI9fCJiFoi6giFg6sgKNNyAmdhJYI_gaNJYw?expires=1761286500&signature=bf0df6fe752987b40cd61907442ae5d6e9c7c124270c681297758061fd1ae81a&req=dSYnF8l%2FlYhcXvMW1HO4zX87ynHWyjtN2TsVp3Dzm8NPNmOwgosf27S%2Fx29b%0AZl2t7YKPh5Hohn4rhwM%3D%0A) **Step 3**: Click on the **Verify** button to proceed. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdW7Aul7HaFkhPuSQZA2Y0iITgMF375M96hjODykqrsJCV-0A2x-wshRDPQUNFxAjAJVQU-AC6AZFBD9M55e_8bsLmgqEQJfDeh2OFUHnx9Y-tEQ2EvNspcL9wS17Y1aYRMwkP4hw.png?width=747&height=836&name=AD_4nXdW7Aul7HaFkhPuSQZA2Y0iITgMF375M96hjODykqrsJCV-0A2x-wshRDPQUNFxAjAJVQU-AC6AZFBD9M55e_8bsLmgqEQJfDeh2OFUHnx9Y-tEQ2EvNspcL9wS17Y1aYRMwkP4hw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018938/b38eb474c900ddc38d089d0bc5fa/AD_4nXdW7Aul7HaFkhPuSQZA2Y0iITgMF375M96hjODykqrsJCV-0A2x-wshRDPQUNFxAjAJVQU-AC6AZFBD9M55e_8bsLmgqEQJfDeh2OFUHnx9Y-tEQ2EvNspcL9wS17Y1aYRMwkP4hw?expires=1761286500&signature=ad46dce9371a2cf7bc5ca6ceb2ddc272e10ff42f9d6d20645b13d31afa348f82&req=dSYnF8l%2FlYhcUfMW1HO4zTuXvEIUysAbHhzVsEuYOfKHh%2FEghMSWc0ViqlgY%0ATD9HDh%2BjUSSNzrNhzP8%3D%0A) **Step 4**: Choose the account you want to integrate with **HubSpot** and click on the **Choose account** button. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXddwJ7S4GadQwSz7H02fFDy35b_uO5U5Q3nuqogHlnLQjTKxesAsWGtvnL9_LpZ7bsUZK99LLPlgyRctaKLSknbqAAX_NkVIcwdNcZrZG0WPfr0BALusaUjRdPHTuKH4BJPNFF_1w.png?width=1114&height=755&name=AD_4nXddwJ7S4GadQwSz7H02fFDy35b_uO5U5Q3nuqogHlnLQjTKxesAsWGtvnL9_LpZ7bsUZK99LLPlgyRctaKLSknbqAAX_NkVIcwdNcZrZG0WPfr0BALusaUjRdPHTuKH4BJPNFF_1w.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601018946/99afc9eb136b3dc096f9809aeb42/AD_4nXddwJ7S4GadQwSz7H02fFDy35b_uO5U5Q3nuqogHlnLQjTKxesAsWGtvnL9_LpZ7bsUZK99LLPlgyRctaKLSknbqAAX_NkVIcwdNcZrZG0WPfr0BALusaUjRdPHTuKH4BJPNFF_1w?expires=1761286500&signature=573f6c8b7498dfb5b43c3216d7fd31d3e240cbd26e7fe35697d70ec28b90d355&req=dSYnF8l%2FlYhbX%2FMW1HO4zdKB%2FQDhWk1oUFA109N5sAjI6E2gnrLzJn3ed3oc%0AqLezhXRtZQaLg5wm%2FZE%3D%0A) **Step 5**: Click on the **Connect** button to proceed. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcMIrWKcsrT-NFnvlI_Dv02yRNIY_Ds8p-ZMWHON8Sk3wxj0Wnb224a67t4nbguZjmjjFET7JNbEdbvTMDSkuSL9nkVD1xgSO6UZGSBGTtMLLGlevsj3BFrRdMOWKTQUTVxn0ll.png?width=1080&height=836&name=AD_4nXcMIrWKcsrT-NFnvlI_Dv02yRNIY_Ds8p-ZMWHON8Sk3wxj0Wnb224a67t4nbguZjmjjFET7JNbEdbvTMDSkuSL9nkVD1xgSO6UZGSBGTtMLLGlevsj3BFrRdMOWKTQUTVxn0ll.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020820/3b82f6d8572bbf31acc96d6726df/AD_4nXcMIrWKcsrT-NFnvlI_Dv02yRNIY_Ds8p-ZMWHON8Sk3wxj0Wnb224a67t4nbguZjmjjFET7JNbEdbvTMDSkuSL9nkVD1xgSO6UZGSBGTtMLLGlevsj3BFrRdMOWKTQUTVxn0ll?expires=1761286500&signature=c48d870a98827c90704450875ca091158305ba92d04ac60f1269564c58855382&req=dSYnF8l8nYldWfMW1HO4zXSeyXGYUUXTcauJ%2Fc2rRB3L1fuN4ykjQfIPPWeH%0A6fwYhDTlyrHoKdvNvvw%3D%0A) You will be navigated back to the **Settings** page. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeTMFodvA0NOWldnrE9mslOVS3YEK0f6049iXXw5-UpGS9NTJANCVl_gaNblEpg79ZzR0GDygTFYiaJrS__DfIErc7N-Kx_5NP5Pvd0WeSS7EpUq4jZltZkdrRPJY8WKpvqu4VW.png?width=1600&height=729&name=AD_4nXeTMFodvA0NOWldnrE9mslOVS3YEK0f6049iXXw5-UpGS9NTJANCVl_gaNblEpg79ZzR0GDygTFYiaJrS__DfIErc7N-Kx_5NP5Pvd0WeSS7EpUq4jZltZkdrRPJY8WKpvqu4VW.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020829/4f5a9bf9fba03badb197a52f9a94/AD_4nXeTMFodvA0NOWldnrE9mslOVS3YEK0f6049iXXw5-UpGS9NTJANCVl_gaNblEpg79ZzR0GDygTFYiaJrS__DfIErc7N-Kx_5NP5Pvd0WeSS7EpUq4jZltZkdrRPJY8WKpvqu4VW?expires=1761286500&signature=240ee8a8112c21eceb08a491c71f292b62ee2b002de7128b38ae300dd8d98320&req=dSYnF8l8nYldUPMW1HO4zcQ5XHJMkIpTA4tzjFP9bc%2F7Ygoemgu%2F4dVNfwi6%0AuTts6PU1y4gcKZyeSJY%3D%0A) **Step 6**: Click on the **Integration** tab at the top. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfWen-mQ6SXqj0RcwzfgWy6rZJUvPkLImjf32maKvL8Ek59OdHA3GBRbzlqGxKzXQkRtTx1Aj6FHIXO0d68_awc2EssCG1_pIjGac2ZfoLF4U9CwIhJeO64KFfRLKkutith5qX1.png?width=1600&height=409&name=AD_4nXfWen-mQ6SXqj0RcwzfgWy6rZJUvPkLImjf32maKvL8Ek59OdHA3GBRbzlqGxKzXQkRtTx1Aj6FHIXO0d68_awc2EssCG1_pIjGac2ZfoLF4U9CwIhJeO64KFfRLKkutith5qX1.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020823/e3ba8b0fd80f5404458caf628754/AD_4nXfWen-mQ6SXqj0RcwzfgWy6rZJUvPkLImjf32maKvL8Ek59OdHA3GBRbzlqGxKzXQkRtTx1Aj6FHIXO0d68_awc2EssCG1_pIjGac2ZfoLF4U9CwIhJeO64KFfRLKkutith5qX1?expires=1761286500&signature=54684f21cc22e737d3fbd949f752c23e47f10145d603fd72b77f7f22f9da6c63&req=dSYnF8l8nYldWvMW1HO4zbg6uBNdRcDvm%2FyRq3%2FEM5hfl9SIpsXFkAN4WY3S%0AvhR4WO7N4X8k4uTwM3k%3D%0A) Your account will be integrated successfully. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfvzEOw7ockjKEWzWYn-mZIFKw0vmyonzl8b_ZOd6RmE46uUP_xu1W6_qK_YsUmtxudaA0X4a3ZqsiWy4SOUtITf8L2sHgVtM4oSu2687r385rq1PGJfSNCpBMl1ZNruIZNd7tUuw.png?width=1600&height=440&name=AD_4nXfvzEOw7ockjKEWzWYn-mZIFKw0vmyonzl8b_ZOd6RmE46uUP_xu1W6_qK_YsUmtxudaA0X4a3ZqsiWy4SOUtITf8L2sHgVtM4oSu2687r385rq1PGJfSNCpBMl1ZNruIZNd7tUuw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020825/908fb9a26964ab04312dc2c42fda/AD_4nXfvzEOw7ockjKEWzWYn-mZIFKw0vmyonzl8b_ZOd6RmE46uUP_xu1W6_qK_YsUmtxudaA0X4a3ZqsiWy4SOUtITf8L2sHgVtM4oSu2687r385rq1PGJfSNCpBMl1ZNruIZNd7tUuw?expires=1761286500&signature=b4a0ccf02cbd6e65ca0a266c6e787c998bc5c84a1735fdc7efa99c6ef9a09e0c&req=dSYnF8l8nYldXPMW1HO4zbvh6B%2BnBD3Vvba3seVNelJ0zQT658MFGnaL0qYN%0A%2Fg5%2FwXH3ZmpDVDwxgfY%3D%0A) ### Set Up HubSpot Set up your **HubSpot** integration to enable automatic lead syncing and ownership assignment within your CRM. **Step 1:** Turn on the **Auto Transfer Lead** toggle to enable automatic synchronization of new lead data into **HubSpot.** [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdu6H1gYvENTB0rfI__a1B3ND9YHzTINZVBsczKmgGVJPPBlcxlsd2iVazVv1Fs0zcJnwrAOPvaJ7v3Hl1w2H2FvOmi5AvWeoo-hDN2y0ehFlz3oKMZtb42UfygOLgOVfVy5gif.png?width=1600&height=439&name=AD_4nXdu6H1gYvENTB0rfI__a1B3ND9YHzTINZVBsczKmgGVJPPBlcxlsd2iVazVv1Fs0zcJnwrAOPvaJ7v3Hl1w2H2FvOmi5AvWeoo-hDN2y0ehFlz3oKMZtb42UfygOLgOVfVy5gif.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020837/db77601c6cd117439ec20825dfc2/AD_4nXdu6H1gYvENTB0rfI__a1B3ND9YHzTINZVBsczKmgGVJPPBlcxlsd2iVazVv1Fs0zcJnwrAOPvaJ7v3Hl1w2H2FvOmi5AvWeoo-hDN2y0ehFlz3oKMZtb42UfygOLgOVfVy5gif?expires=1761286500&signature=c189bb1471bde9a4c6a738cf82fa998e5c4c4f0600c4ca5128666d6885813daf&req=dSYnF8l8nYlcXvMW1HO4zfRqFY76ZF3Vl3auRCQ8zYtBEw3om3x6k64qBYEG%0AIpDnqYIALUDXYjwDJPU%3D%0A) **Step 2**: Select the **Use Single Default Owner for All Agents** option to ensure all leads are transferred to one **HubSpot** user. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeSNdB77qsL8xP2xfBeVdbjVC0ph_Bcxa3mkp-UQHtuLGZQ5wKdecWtV0w00OaskRNv5bMJbRnRAbVW9QcwZBhd4j6WcvOBQSxPFqqpUHisDbBq3V73ry6b8mo9-ZtZw8wwT4FG3g.png?width=1600&height=439&name=AD_4nXeSNdB77qsL8xP2xfBeVdbjVC0ph_Bcxa3mkp-UQHtuLGZQ5wKdecWtV0w00OaskRNv5bMJbRnRAbVW9QcwZBhd4j6WcvOBQSxPFqqpUHisDbBq3V73ry6b8mo9-ZtZw8wwT4FG3g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020834/4f18c061544db176e1a96b78f955/AD_4nXeSNdB77qsL8xP2xfBeVdbjVC0ph_Bcxa3mkp-UQHtuLGZQ5wKdecWtV0w00OaskRNv5bMJbRnRAbVW9QcwZBhd4j6WcvOBQSxPFqqpUHisDbBq3V73ry6b8mo9-ZtZw8wwT4FG3g?expires=1761286500&signature=2e5b4bb4a711dc4abf9deb323be574b1acd87877029e32014fc39456ab5878a1&req=dSYnF8l8nYlcXfMW1HO4zYez%2F9fTWRZ5YnSfzclUiLf4LAyNtxY0kZ13X6mk%0AHdMsevbpXYtN5ZTTvsI%3D%0A) **Step 3**: Click on the **Select Owner** drop-down menu to view the default owner name. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeXKs5s5sAnMZ7WJvse5vZCs1duax4mEUcemJ98q8w8TAaC8uuJ1lVNVTF3tPC9Hy8jB2s6g4zpi8kQ8DpZSEuc7ayZwhBDPU7NhSk94DnEcw37v4YDqiirwDxdqEHiY7dfwekZhg.png?width=1600&height=439&name=AD_4nXeXKs5s5sAnMZ7WJvse5vZCs1duax4mEUcemJ98q8w8TAaC8uuJ1lVNVTF3tPC9Hy8jB2s6g4zpi8kQ8DpZSEuc7ayZwhBDPU7NhSk94DnEcw37v4YDqiirwDxdqEHiY7dfwekZhg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020846/8457598329c6612d1c481759e03a/AD_4nXeXKs5s5sAnMZ7WJvse5vZCs1duax4mEUcemJ98q8w8TAaC8uuJ1lVNVTF3tPC9Hy8jB2s6g4zpi8kQ8DpZSEuc7ayZwhBDPU7NhSk94DnEcw37v4YDqiirwDxdqEHiY7dfwekZhg?expires=1761286500&signature=be206f8188a5f455ee1aadb5573dea7fbe2ab1654efc9dd40b95bec6cfbd7d1a&req=dSYnF8l8nYlbX%2FMW1HO4zQLsDVI%2BGDJx%2Fu7IBfEERw8KrPpyP4NmdA5oqjPF%0AFcir8ZdocXUxfSVHumM%3D%0A) **Step 4**: Select the **owner’s** name to proceed. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdyhe31NDFF7qhz1QJZAeqi88HGOGIh6euHaiGD3wfO_AUunlUVyTGEPKn27jCOaFJ7BHXjT9nTFB1dtQTSTVbXQAoowPYcKcQIRoZYlcH1HUv-QFEZ_I0cJXOb0TZP-jcWHAQ84g.png?width=902&height=487&name=AD_4nXdyhe31NDFF7qhz1QJZAeqi88HGOGIh6euHaiGD3wfO_AUunlUVyTGEPKn27jCOaFJ7BHXjT9nTFB1dtQTSTVbXQAoowPYcKcQIRoZYlcH1HUv-QFEZ_I0cJXOb0TZP-jcWHAQ84g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020841/0225a3619ac4fe6add02e0b47adb/AD_4nXdyhe31NDFF7qhz1QJZAeqi88HGOGIh6euHaiGD3wfO_AUunlUVyTGEPKn27jCOaFJ7BHXjT9nTFB1dtQTSTVbXQAoowPYcKcQIRoZYlcH1HUv-QFEZ_I0cJXOb0TZP-jcWHAQ84g?expires=1761286500&signature=638655148c2302e4893960304d68b757860a37f773054a8a628650b0dacb863b&req=dSYnF8l8nYlbWPMW1HO4zQrlfcndgfLn2kGimUODttZwa%2FeUhmL2D4shwRjQ%0AZv%2BOh%2Fxcnn%2F94gz4b%2Fs%3D%0A) **Step 5**: Click on the **Save Changes** button. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdywYZ8F6E_hoUZzQKrQzfrbeuWR-MIfyvLSWlR83NwxylrvE8VBjICjODcwo7Q7mG-x5ltcv9ArBWbasWMnQXOFmxXO3f4mZCGcggqkLEJ33k1sNek-XsgTZDet46kwktWDp2vqg.png?width=890&height=478&name=AD_4nXdywYZ8F6E_hoUZzQKrQzfrbeuWR-MIfyvLSWlR83NwxylrvE8VBjICjODcwo7Q7mG-x5ltcv9ArBWbasWMnQXOFmxXO3f4mZCGcggqkLEJ33k1sNek-XsgTZDet46kwktWDp2vqg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020832/f7d02c845dd734e6436158d2a3e1/AD_4nXdywYZ8F6E_hoUZzQKrQzfrbeuWR-MIfyvLSWlR83NwxylrvE8VBjICjODcwo7Q7mG-x5ltcv9ArBWbasWMnQXOFmxXO3f4mZCGcggqkLEJ33k1sNek-XsgTZDet46kwktWDp2vqg?expires=1761286500&signature=e7a6483d9e06ff76fa4fbdd80805f1dcc6d12bbde0ddc22e4994db6295c778d6&req=dSYnF8l8nYlcW%2FMW1HO4zYEFX%2FvvgttMwFU8sxFLdSPPKEBROFTvq%2BeMZYP%2F%0A6dZsSJdWLf93hLDHTTQ%3D%0A) Your changes will be saved successfully. ***NOTE:*** *You can also choose another owner by selecting the **Use Different Owner for Different Agents** option.* ### Transfer Leads to HubSpot Transfer leads to **HubSpot** to manage and track them directly within your CRM workflow. **Step 1**: Navigate to the **Lead** sections from the sidebar. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfwnWufAnL6Sp5aUcWEFtJcbu1xhB6f83OItO2kWnyn4-44rVBsoKIjB4gVMAQjraDiOIAg81wAr4l1e4ESEU5EJK7ihLv2XlRSphKktzR1iRw4WnvBMA-0F0GcrAqjd1-83rww2g.png?width=1600&height=579&name=AD_4nXfwnWufAnL6Sp5aUcWEFtJcbu1xhB6f83OItO2kWnyn4-44rVBsoKIjB4gVMAQjraDiOIAg81wAr4l1e4ESEU5EJK7ihLv2XlRSphKktzR1iRw4WnvBMA-0F0GcrAqjd1-83rww2g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020839/5141f0b5d469b1758b7e07ea3250/AD_4nXfwnWufAnL6Sp5aUcWEFtJcbu1xhB6f83OItO2kWnyn4-44rVBsoKIjB4gVMAQjraDiOIAg81wAr4l1e4ESEU5EJK7ihLv2XlRSphKktzR1iRw4WnvBMA-0F0GcrAqjd1-83rww2g?expires=1761286500&signature=08460ee8ef17489b1dfa8d9380041a70cef41ec5ecadac31fc90343ebc392d77&req=dSYnF8l8nYlcUPMW1HO4zX7V%2BRGq8GzYE5Sy1XSsqGYQZTcIa%2FYhozSf8QV3%0AkRzQYwO6S%2FYAR9KVgNI%3D%0A) **Step 2**: Click on any of the leads that you want to transfer to **HubSpot**. For demonstration purposes, we will proceed with **Jessica**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfwRby44Z_aASOybpGxd2Kgnt0yWWpKHGeE7-TOq-suCdWRzQ3z0TvF8O1mh3fN2-3xEDyeMoR4CIgWGVoLtUQaJ39yNFvG0WuiHfn1uCJl5cas4v2ws2wnPL0nTXHW5KKh93MXpQ.png?width=1600&height=98&name=AD_4nXfwRby44Z_aASOybpGxd2Kgnt0yWWpKHGeE7-TOq-suCdWRzQ3z0TvF8O1mh3fN2-3xEDyeMoR4CIgWGVoLtUQaJ39yNFvG0WuiHfn1uCJl5cas4v2ws2wnPL0nTXHW5KKh93MXpQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020833/81c6d379b1c45dc495d8f4bca0b9/AD_4nXfwRby44Z_aASOybpGxd2Kgnt0yWWpKHGeE7-TOq-suCdWRzQ3z0TvF8O1mh3fN2-3xEDyeMoR4CIgWGVoLtUQaJ39yNFvG0WuiHfn1uCJl5cas4v2ws2wnPL0nTXHW5KKh93MXpQ?expires=1761286500&signature=f1e3f98de769ee8d954c75272094ff3df68d5a80ffc4222ff3b3b19173867c4b&req=dSYnF8l8nYlcWvMW1HO4zZn493dTPPoIzwPo16QZ29jVBlsKLBIYKGh5QiIx%0AOSTwsyKPiWQKms58r3c%3D%0A) **Step 3**: Click on the **Transfer To** drop-down menu at the top right corner to view various lead transfer options. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdwEZ7pKP_X36eGb9PeP4t8-I2mt3BHKK0lPJvR1PCkV2gy2awEjwSSySu-nSNFhZU4ek3tp4oRFV0JSMYXYhjI2GqFEr4-gJepgFpxFYyjrF7BFXVrvtOIYH6ClUxztop0yPgZrA.png?width=1600&height=574&name=AD_4nXdwEZ7pKP_X36eGb9PeP4t8-I2mt3BHKK0lPJvR1PCkV2gy2awEjwSSySu-nSNFhZU4ek3tp4oRFV0JSMYXYhjI2GqFEr4-gJepgFpxFYyjrF7BFXVrvtOIYH6ClUxztop0yPgZrA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020836/9282f24b84e34b2be27ca8d299ec/AD_4nXdwEZ7pKP_X36eGb9PeP4t8-I2mt3BHKK0lPJvR1PCkV2gy2awEjwSSySu-nSNFhZU4ek3tp4oRFV0JSMYXYhjI2GqFEr4-gJepgFpxFYyjrF7BFXVrvtOIYH6ClUxztop0yPgZrA?expires=1761286500&signature=c638c0497d0c10bd294adcb64ce4890eac03b39a5f9daf3db90514b71dbc47f5&req=dSYnF8l8nYlcX%2FMW1HO4zZtHxPAe9hjLQDChIsUJO2NuR79Nn0aCnR3eRyHR%0AkSlUaYKWFNBPa5AW4qE%3D%0A) **Step 4**: Click on the **HubSpot** option to proceed. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdvDj8ENG5MyNRzcaivsLkTa70VWoGAxCqdxrqFPjSloig6CnTUA5tZhV1R2-qgE-CIGGLcMUQs7ot_nIpggMbdueFIRQEEnMwB7S5R47R7H6qouHn6xaH1vn9m_J6ipgRLNEVxyA.png?width=575&height=263&name=AD_4nXdvDj8ENG5MyNRzcaivsLkTa70VWoGAxCqdxrqFPjSloig6CnTUA5tZhV1R2-qgE-CIGGLcMUQs7ot_nIpggMbdueFIRQEEnMwB7S5R47R7H6qouHn6xaH1vn9m_J6ipgRLNEVxyA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020835/b8a17fa128b3c8645de7562bb93c/AD_4nXdvDj8ENG5MyNRzcaivsLkTa70VWoGAxCqdxrqFPjSloig6CnTUA5tZhV1R2-qgE-CIGGLcMUQs7ot_nIpggMbdueFIRQEEnMwB7S5R47R7H6qouHn6xaH1vn9m_J6ipgRLNEVxyA?expires=1761286500&signature=051e271523dc4a3d1129245e4abf8b62aae1bb2ff4bd95a46d88778f7213267d&req=dSYnF8l8nYlcXPMW1HO4zdXdZxRBCyaB6wzqwaxuOkNelGSbUiyY6dWT5wOs%0AW4eYFDFY2C%2Fpyb1eCLs%3D%0A) **Step 5**: Click on the **Transfer** button to transfer your lead to **HubSpot**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXf8del0tmJmzr8_woZX89jT6uzyCKHc9qptJCHhsto27jIf_qK5oRqYcDROnBM0KIPcLjkov3tJ1MD24AxoSGlCJUILQNgHV0FUlk_9I3pay128YoU2TZ6EkpLZAJqnGlPk9KMNeg.png?width=571&height=100&name=AD_4nXf8del0tmJmzr8_woZX89jT6uzyCKHc9qptJCHhsto27jIf_qK5oRqYcDROnBM0KIPcLjkov3tJ1MD24AxoSGlCJUILQNgHV0FUlk_9I3pay128YoU2TZ6EkpLZAJqnGlPk9KMNeg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020831/35661b9eeb4d70a415b3ee25c636/AD_4nXf8del0tmJmzr8_woZX89jT6uzyCKHc9qptJCHhsto27jIf_qK5oRqYcDROnBM0KIPcLjkov3tJ1MD24AxoSGlCJUILQNgHV0FUlk_9I3pay128YoU2TZ6EkpLZAJqnGlPk9KMNeg?expires=1761286500&signature=233d45005026cfa90f6c338696068ff009b295b6607600b6f450367c6f45c86a&req=dSYnF8l8nYlcWPMW1HO4zdZmVGKQ0XULYp2QL8Zw753AA1WrW1UUPq%2FlhjG7%0AMLZm5eVxGYZl0EFzaUc%3D%0A) The lead will be transferred successfully. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXenOnBXCsz1Nkt_keI9TVLY5A54YqYqDN3KmK89Gq_DujK36XPlFFp6R1FUsgSCh0BceWQRna6FIUMlPkhLJ6d-qN6Rhj-k1ayWY4kLX4YS9yMYuaXrPONdEIEoc06F8MSqNuccEw.png?width=1600&height=725&name=AD_4nXenOnBXCsz1Nkt_keI9TVLY5A54YqYqDN3KmK89Gq_DujK36XPlFFp6R1FUsgSCh0BceWQRna6FIUMlPkhLJ6d-qN6Rhj-k1ayWY4kLX4YS9yMYuaXrPONdEIEoc06F8MSqNuccEw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601020844/9ed0e9bbb20b422e1a4b2a5557bc/AD_4nXenOnBXCsz1Nkt_keI9TVLY5A54YqYqDN3KmK89Gq_DujK36XPlFFp6R1FUsgSCh0BceWQRna6FIUMlPkhLJ6d-qN6Rhj-k1ayWY4kLX4YS9yMYuaXrPONdEIEoc06F8MSqNuccEw?expires=1761286500&signature=540487a8f3daeb8b5374e0ae0134282a642befc14055efc885485ebb5b761dc2&req=dSYnF8l8nYlbXfMW1HO4zeCG4C%2FCWFNIfr50EBruP%2FDG22bhI3rk8n88%2Bcoj%0AssdpKWYl4otOs%2B7LFbg%3D%0A) - [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content) - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users) - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users) - [Contacts](https://help.b2brocket.ai/contacts?hsLang=en) - [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en) - [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en) - [Settings](https://help.b2brocket.ai/settings?hsLang=en) - [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content) - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents) - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub) - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes) - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting) [![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png "B2B Rocket Logo (primary)-1")](http://b2brocket.ai) [mailto:support@b2brocket.ai](mailto:support@b2brocket.ai) Copyright © 2026, B2B Rocket