HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Our first integration with HubSpot CRM allows you to perform the following Actions:
- Submit data to a form. Send Custom Field data to HubSpot form. Form submissions can be made to any registered HubSpot form.
- Create/Update Contact Properties. Create a contact if it doesnât exist in HubSpot already, or update it with Contactâs Custom Fields if it does. An existing contact will be identified by its email address.
- Get Contact Properties. Return information about a single contact by their email address and process it to Contactâs Custom Fields.
Setting up the integration
To set up the integration, go to Settings > Integrations and click Connect HubSpot Account.
Select your HubSpot Account and grant all the permissions. As a result, you'll see "Connecting and linking complete" message, which means your accounts were linked successfully. You can unlink them at anytime by clicking Disconnect.
Now you want to select a Custom User Field which contains the contact's email to identify HubSpot Contacts.
Great! The integration is set up and now you can send data to your HubSpot CRM and back. Use an Action Step and select HubSpot Actions from the drop-down menu. You can perform the Actions after your contacts provide all the information you need or use them separately in case you already have their Custom User Fields values.
In the example below, we'd like to capture all the data collected in a Flow and transfer it to the form as soon as we get it.
Select one of the HubSpot Actions.
Submit data to a form
Send Custom Field data to a HubSpot form: form submissions can be made to any registered HubSpot form. Select your HubSpot Form from the drop-down menu. You can select one of your last 50 forms or enter Form ID in case it is not in the list.
Select Manychat Custom User Fields whose values will be transferred to the form in HubSpot.
Hit Save button and preview the Flow. As a result, you'll get a new form submission.
Create/Update Contact Properties
Create a contact if it doesnât exist in HubSpot already, or update it with Custom User Fields if it does: an existing contact will be identified by their email address. Using this HubSpot Action allows you to add different field values that will be assigned to your new contacts.
As a result, you will get a new contact in HubSpot. If this contact already exists there, contact properties will be updated with new field values â in case they were updated inside Manychat.
Get Contact Properties
This Action allows you to return information about a single contact by their email address and process it to Custom User Fields in Manychat. Select Custom User Fields you want to update in Manychat and they will get new values from HubSpot. Keep in mind that existing Custom User Field values will be replaced by new ones.
