With Hubspot integration you can connect your Chatfuel automation to your Hubspot account. This lets you automatically sync data between the two sites.
What can it do?
When something happens in Chatfuel, there are 2 main actions you can sync to Hubspot:
1. Create a new contact.
2. Create a new deal/opportunity.
Use case examples
Create a Hubspot lead when:
- A contact leaves their info in your Chatfuel automation
- A contact opens a chat via Facebook ads
Create a new Hubspot deal when:
- A contact is qualified as a lead in your Chatfuel automation
- A contact is ready to buy
- A contact wants to book a meeting
Connecting your Hubspot account
Overview
To connect Hubspot, you'll need to: 1. Install Hubspot integration. 2. Grant access to your Hubspot account.
How to connect Hubspot
Follow the step-by-step guide below.
1. Open
Settings
➜ Integrations
in your Chatfuel Panel.2. Find Hubspot in the list and click
Install
.
3. Select which scenarios you are going to use and click
Continue
.If you don't know which scenarios you need, choose all. You'll be able to edit available scenarios later.
4. Click
Grant access
under the Hubspot icon. Then Continue
➜ Grant access
again.5. Choose your Hubspot account and click
Choose Account
.
6. Click on
Got it
in the Connection created window.7. Click
Continue
.8. Click
Let's go!
to complete the connection.
✔ Done. Your Hubspot integration is now connected to Chatfuel.Turning on Hubspot
To turn on your Hubspot integration, please follow these steps.
1. Open
Settings
➜ Integrations
in your Chatfuel Panel.2. Go to
My installations
.3. Click the gear icon to open settings.
4. Turn on scenarios you need. They might take some time to load. We recommend turning on all scenarios.
✔ Done. Your Hubspot integration is now active.
Using Hubspot integration
Now, you are ready to use Hubspot in your Flows.
1. Open Flows and click
Create new
to create a new flow.2. Right click (RMB) anywhere on the canvas to open the menu.
Or, you can the menu on the canvas right.
3. Choose
Integrations
➜ Hubspot
.4. Click on the Hubspot card to open its settings.
5. Add desired settings. For example, you can use the following properties:
{{phone}} for phone number
{{email}} for email address
{{first name}} for customer name