In this article, you will learn how to set up the integration between Manychat and HubSpot CRM.
HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Our integration with HubSpot CRM allows you to perform the following actions:
Setting up HubSpot integration
To set up the integration, go to Settings > Integrations and click the Connect HubSpot Account button.
Select your HubSpot account and grant all the permissions.
As a result, you'll see the name of your HubSpot account in Manychat, which means your accounts were linked successfully.
💡 You can unlink your HubSpot account anytime with the Disconnect button.
Select the email field. This field’s value will be sent to HubSpot CRM to create a contact. You can use the email system field or any text custom user fields where you store contact’s emails. If a contact with such an email already exists in HubSpot CRM, it will be identified by this email address.
After the email field is set, the integration is complete, and you can send data to and from your HubSpot CRM.
Adding the HubSpot action to your automation
Add an action step to your automation and select one of the available HubSpot actions.
When your contact passes through this action, their data will be pushed to HubSpot CRM.
HubSpot actions
Submit data to a form
This action sends custom field data from Manychat to a HubSpot 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 if it is not on the list.
💡You can manage your forms in the Marketing section of your HubSpot account.
💡You can get a Form ID by opening the corresponding form in HubSpot and copying the following part of the link.
Select Manychat Custom User Fields. The values from these fields will be transferred to the selected form in HubSpot CRM.
Hit the Save button to finish the setup.
Once the action is triggered in the automation, you'll get a new form submission.
Create/update contact properties
Create a contact if it doesn’t exist in HubSpot already, or update it with custom user fields if it does. An existing contact will be identified by their email address.
💡 The email field you specified in the integration’s settings will be set by default. If you want to use a different email field for this particular action, you can select it here:
This action allows you to send different Manychat field values to HubSpot. The values will be assigned to your new contacts in HubSpot or updated in the existing ones.
In the right column, set the fields you’d like to export from Manychat and correspond them to the HubSpot Contact Properties in the left column.
Hit the Save button to finish the setup.
Now, test your automation. As a result, you will get a new contact in HubSpot CRM. If this contact already exists there, contact properties will be updated with new values (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 save it to custom user fields in Manychat.
💡 The email field you specified in the integration’s settings will be set by default. If you want to use a different email field for this particular action, you can select it here:
Select the 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 with new ones.
Hit the Save button to finish the setup.
Once the action is triggered in the automation, the information from HubSpot CRM will be saved in the corresponding custom user fields in Manychat.