How To Connect HubSpot to SimpleLaw

Create Your HubSpot Account

1. Go to Hubspot.com
2. On the top right of the screen, click on the 'Get HubSpot Free' button. 
3. Enter the requested information, including first and last name and email address. Be sure to use the same email address - Google and Outlook only - you used to integrate your email account to SimpleLaw. By doing this, your emails will be integrated with Hubspot, the Hubspot integration with SimpleLaw, and your SimpleLaw case and practice management platform.
4. You will be asked to confirm your email address. 
5. You will be asked to create your HubSpot password.
6. Provide your law firm website url if you have one. It is not required that you have a website, however. If you do not have a law firm website, simply leave that field blank.
7. Complete the form with your profile information.
8. You have now created your free HubSpot CRM.

Connect HubSpot & SimpleLaw

1. To integrate the free HubSpot CRM, login to your SimpleLaw account.
2. Go to the Account Settings page. On the top right of the navigation bar, just to the right of your image, is a down arrow. Click that. Select 'Account Settings'.
3. Scroll to the bottom of the Account Settings page. 
4. Look for the 'Integrations' area at the bottom of the Account Settings page.
5. Click on the HubSpot icon.
6. A new tab will open on your browser and outline the terms of the integration.
7. Accept the terms of integration.
8. You will see a pop-up screen that states your HubSpot account is integrated.

And voila, just like that, you are connected!

That's it! If you have any questions or issues, please contact us at any time.

Email us at Hello@SimpleLaw.com, use the chat feature on the bottom right of the website, give us a call, or submit a ticket to the help desk right through the SimpleLaw portal.

Making connections... another one of your superpowers. Booyah.