Manage and update HubSpot contacts right from Acquire. This integration enables real-time creation and syncing of contact records, interactions, notes, and transcripts into HubSpot.
In this article:
- How to Install the HubSpot Integration
- Creating & Syncing Contacts
How to Install the HubSpot Integration
Start by opening the App Store. Choose the CRM category and click 'Install App' under HubSpot. On the next screen, review the app permissions and click 'Authorize Access'.
Next, you'll be prompted to enter your HubSpot admin credentials. Click 'Grant Access' on the following page, then choose the HubSpot account you want to connect to Acquire.
Then you'll be redirected back into the HubSpot integration settings in Acquire to set up field mapping. Review the automatic selections, making any desired changes, then click 'Save Settings'.
Creating & Syncing Contacts
Contact details can be manually synced to HubSpot from a conversation. In the conversation window, click on the HubSpot icon above the contact profile. Then click 'Create Contact' or 'Update Contact' to send the profile details and chat transcript into HubSpot.
Additionally, when a chat is closed, contact details will automatically sync to HubSpot. To view the customer data in the HubSpot dashboard, under the Contacts section. You can view the chat transcripts under the Contacts > Note section.
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