HubSpot is a CRM for managing sales, providing customer service, and enhancing relationships between your company and customers and prospects through various software functionalities. This allows you to organize, monitor, and refine your business strategies and marketing campaigns. The integration of HubSpot with Botmaker is native and enables synchronization of data between both platforms. Estimated reading time: 06 minutes

How is the integration done?

To integrate HubSpot with Botmaker, you need to go to Menu > Channels and Integrations > CRMs. Then select HubSpotCRM and click on Connect.

Remember, to complete the integration, you'll need a HubSpot account and create a private app (you can find the requirements to do so on the screen below). Once you click on Connect, you'll see the next screen where you should select Connect HubSpot.

Step 1: Create a private app. Next, you must generate a private app in the Settings section of HubSpot (top right corner of the screen) to proceed with the integration.

When you enter this section, go to Account Settings > Integrations > Private Apps on the left-hand side options.

In Private Apps, click on the Create private app button.

Select Next to continue with the integration.

Step 2: Configure the application in HubSpot. In the Basic Information tab, enter a name for your application. The logo and description are optional.

Also, in the Scope section, uncheck the options under CRM and leave the following selected:

• Contacts.crm.objects:read
• Crm.objects.offers:read
• Owners.crm.objects:read
• Contacts.crm.objects:write
• Crm.objects.offers:write

Click on Create app. You will see a popup window where you should click on Continue creating to proceed with the integration process.

Step 3: Integrate with Botmaker

As the final step, copy and paste 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. In this section, locate your application and click on "view access token".

In the tutorial screen, click on Connect to complete the integration.

Go to https://go.botmaker.com/#/integrations/crms, and when you click on HubSpot, you will see the details of your account.

Intentions

When you go to Menu > Chatbots, you can access HubSpot actions. In the intention of your choice, within the responses tab, click on Action > Integration > HubSpot. Choose the action Create HubSpot CRM Object. A new HubSpot record will be created based on a Botmaker user and their selected variables.

On the other hand, choosing the action Enrich User from HubSpot will use the information stored in HubSpot to complement the data of the current user in variables.

Ready! Now you can use HubSpot in your bot's intents and enhance your marketing management and communication with your customers.

Remember to visit our Help Center for more information.

Written by: Botmaker Team

Updated: 06/27/2024