How to integrate HubSpot?

HubSpot is a CRM to manage sales, provide customer service and enhance your company’s relationships with customers and prospects through different software features. This way, you can organize, monitor, and refine your business strategies and marketing campaigns.

HubSpot’s integration with Botmaker is native and allows you to synchronize data from both platforms.

Estimated reading time: 06 minutes

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How to perform the integration?

To integrate HubSpot with Botmaker, go to Menu>Channels and Integrations>CRMs. Once there, select HubSpot CRM and click on Connect.

Remember that, to perform the integration, you must have a HubSpot account and create a Private App (you can see the requirements to get it on the screen below). When you click Connect, you will see the following screen, and you must select Connect HubSpot.

Step 1: Create a private app

Next, you need to generate a Private App in the HubSpot Settings section (at the top left corner of the screen) to proceed with the integration.

Once there, go to Account Setup/Integrations/Private Apps in the options on the left.

Under Private Apps, click the Create Private App button.

Click Next to continue with the integration.

Step 2: Set up the app

In HubSpot, on the Basic Information tab, enter the name of your App. The logo and description are optional.

On the other hand, in the Scopes tab, drop down the options in CRM and check the following options:

• Crm.objects.contacts: read

• Crm.objects.deals: read

• Crm.objects.owners: read

• Crm.objects.contacts: write

• Crm.objects.deals: write

Click on Create App. You will see a pop-up. There you will have to click on Continue creating to proceed with the integration process.

Step 3: Integrate into Botmaker

As the last step, copy and paste in the tutorial screen the code called “Token” to integrate with Botmaker, To do this, click on Show Token.

You can also find your access token by going to Account Settings/Integrations/Private Apps. There, find the app and click on view access token.

On the tutorial screen, click Connect to finish the integration.

At https://go.botmaker.com/#/integrations/crms, you will see your account details by clicking on HubSpot.

Intents

You can access HubSpot actions by going to Menu>Chatbots. In the intent you want, in the Answers tab, click on Action>Integrations>HubSpot. Choose the Create HubSpot CRM Object action. A new record will be created in HubSpot based on a Botmaker user and your selected variables.

On the other hand, choosing the Enrich User from HubSpot action will take information stored in HubSpot to fill in the current user’s data in variables.

You are all set! You can now use HubSpot in your bot’s intents and boost your marketing management and communication with your customers.

Remember to visit our Help Center for further information.

Written by: Botmaker Team

Updated: 09/09/2022