How to integrate HubSpot with ControlHippo?

Modified on Mon, 2 Jun at 10:05 AM

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.





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article