HubSpot

Enhance your communications with sales and marketing insights

HubSpot is a popular cloud-based customer relationship management (CRM) platform that provides a suite of software tools for inbound marketing, sales, and customer service.

The platform is designed to help businesses of all sizes to attract, engage, and delight customers by providing a seamless experience throughout their entire customer journey.

How to install HubSpot

What you'll need

• A HubSpot account

Step-by-step instructions

1. Click on your name in the bottom left-hand side of your screen, then click Integrations.

2. Click the Install HubSpot button.

3. Give your HubSpot connector a recognizable name, such as 'HubSpot - Marketing'.

4. Click the Login and install button. You'll be redirected to Hubspot.

5. If you're not already logged into your HubSpot account, you'll be prompted to log in now.

6. Once logged in, HubSpot will ask you to choose which HubSpot account you want to connect to MessageBird. Click the radio button next to the one that you want to use, then click Choose Account.

7. Next, you'll be shown the permissions that you'll be granting to MessageBird when you install the HubSpot connector. Scroll down to the bottom, then click Connect app.

That's it! You've installed HubSpot!

HubSpot connector permissions

When you install HubSpot, you'll be asked to grant MessageBird the following permissions:

Manage and view your CRM data

• View details about users assigned to a CRM record.

• View details about contact lists.

• Create, delete, or make changes to contact lists.

• View properties and other details about contacts.

• Create, delete, or make changes to contacts.

• View properties and other details about deals.

• Create, delete, or make changes to deals.

• View details about property settings for contacts.

• Create, delete, or make changes to property settings for contacts.

• View details about custom object definitions in the CRM.

• View details about custom objects in the CRM.

• Create, delete, or make changes to custom objects in the CRM.

• View properties and other details about companies.

• Create, delete, or make changes to companies.

• View details about deals.

• Create, delete, or make changes to property settings for deals.

• View details about property settings for companies.

• Create, delete, or make changes to property settings for companies.

Access to content

• This includes sites, landing pages, CTA, email, blog, campaigns.

The ability to create timeline events

• Grants access to manage custom activities on HubSpot CRM records. This includes creating or updating records.

Basic OAuth functionality

• The basic scope required for OAuth.

The ability to read from conversations

• View messages, comments, and threads.

• View recipient, user, and assignment details.

The ability to write to conversations

• Send messages in conversations.

• Create and update message threads.

What now?

HubSpot and Contacts

Your HubSpot contact data has been imported into MessageBird's Contacts. Navigate to Contacts and select a contact.

In the contact profile, the contact's attributes will now include a section for the HubSpot connector. All relevant HubSpot contact properties will be displayed here.

These HubSpot attributes will also be visible in Inbox so that agents can reference HubSpot contact data when talking to customers.

In the following image, you can see where HubSpot connector data sits within a contact profile.

Define audiences

Now that you've imported your HubSpot data to contacts, you can use that data to create rich, dynamic contact audiences.

To do this, go to Contacts > Audiences, then click Attribute and select any HubSpot attribute. Combine this attribute with any other HubSpot, MessageBird, or other connector attributes, to start building an audience based on your HubSpot data.

In the following images, you can see how to find and select HubSpot attributes.

HubSpot and Flows

You can now use HubSpot with Flows to trigger flows when an event happens in HubSpot, and perform actions in HubSpot when an event happens in MessageBird.

Explore the available HubSpot triggers and HubSpot actions.