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?
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.
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