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 doesn’t exist in HubSpot already, or update it with Subscriber’s 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 Subscriber’s Custom Fields.
Setting up the integration
To set up the integration go to Settings>Integrations and click Connect HubSpot Account button.
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 with Disconnect button). Now you have to select Custom User Field which contains user’s email to identify HubSpot Contacts. I bet you have one.
Great! The integration is set up and now you can send the data to your HubSpot CRM and back. Attach an Action Step and select HubSpot Actions from a drop-down menu. You can perform this Actions after you subscribers provide all the information you need or use them separately in case you already have their Custom User Fields values.
In my example I'd like to capture all the data and transfer it to the form as soon as I get it.
Select one of HubSpot Actions.
Submit data to a form
Send Custom Field data to HubSpot form (form submissions can be made to any registered HubSpot form). Select your HubSpot Form from a 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 that 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 doesn’t exist in HubSpot already, or update it with Subscriber’s Custom Fields if it does (an existing contact will be identified by its email address). Using this HubSpot Action allows you to add different fields 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 fields (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 Subscriber’s Custom 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.