How to troubleshoot HubSpot deal link connection problems
How to troubleshoot HubSpot deal link connection problems
Troubleshoot HubSpot Deal Link Connection Problems
The Cadence Services Info menu allows you to connect your event with a HubSpot deal, but sometimes this connection may encounter issues. Located in the Events section under Cadence Services Info › Info, this troubleshooting guide will help you identify and resolve common problems with HubSpot deal link connections to ensure your event data properly integrates with your CRM system.
When to use
When the HubSpot deal link isn't saving properly
When deal information isn't populating in Cadence
When you receive error messages when trying to link a deal
When you need to update or change an existing HubSpot deal link
Before you start
You must have System Administrator or Event Manager permissions to troubleshoot HubSpot deal connections. The HubSpot Deal Link URL field is optional but recommended for proper integration.
How to do it
Verify your HubSpot credentials and login status.
Navigate to your event dashboard in Cadence Admin.
Click on "Event Setup" in the left sidebar menu.
Select "Cadence Services Info" from the submenu that appears.
If you don't see the Cadence Services Info option, you may need to scroll within the sidebar menu or check your permissions.
Check the current value in the "HubSpot Deal Link URL" field.