How to integrate HubSpot with ControlHippo?

HubSpot Integration: 

[Note: To prevent duplication, the default country code is integrated into the system, thereby ensuring that contacts entered into your CRM are uniquely identified and not replicated]

Watch the video for easy learning!

Step 1: Log in to the ControlHippo Dashboard.

Step 2 :  Go to the settings section and navigate to the Integration button under account management.

Step 3: Click on the integrate button under Hubspot.

Step 4: A popup will appear. Click the "Add to HubSpot" button.

Step 5: You’ll be redirected to the HubSpot page, where you need to enter your HubSpot login details.

Step 6: A new page will open. Choose your HubSpot account and click the button.

Step 7: After clicking the button, you’ll be taken to the ControlHippo Integration page.

Step 8: Go to the chat list page and start chatting with the customer.

Step 9: In your HubSpot account, you’ll see that a new contact has been created by the customer.

Step 10 : Open the contact, and you'll see the message in the Activity section. If not, make sure the WhatsApp checkbox is selected in the filter.

Note: In ControlHippo, leads are sent to the Contact and Deal sections in HubSpot. If these don't exist, ControlHippo will automatically create a contact and save the chat there.

How to set up Hubspot Automation?

Link:-https://support.controlhippo.com/en/support/solutions/articles/1060000073821-how-to-set-up-hubspot-automation-in-controlhippo-

Watch the video for Automation:  https://youtu.be/KXxSmukyp7A

Note : If you have any further questions or concerns, please feel free to reach out to us at support@controlhippo.com.