Quick Setup Guide
Everything you need to know to get set up in under 5 minutes.
1
Log into Dashboard
Get started by logging into the dashboard, this will be where you can authenticate the services used to connect NoteLinker to allow syncing. Start here.
2
Authenticate Services
Connect your HubSpot and Notion accounts using the authorization system built into the dashboard for the sync engine.
3
Prepare Your Notion Database
NoteLinker looks for specific fields to handle the sync. Ensure your linked Notion database has the following properties:
| Property Name | Property Type |
|---|---|
| Client Email | |
| Sync to HubSpot | Checkbox |
| Notes | Text |
4
Ready to Sync
Once your properties match, simply check the "Sync to HubSpot" box in Notion. Our engine will handle the rest.
Need help? Contact support at michael@michaelmcgarvey.com