In this article, we'll cover the basics of our integration with Hubspot. From what it does, to how to get started, and even frequently asked questions.
Integration Basics
What does the integration do?
Pull Contacts: Every 15 minutes, Hatch will sync with Hubspot to retrieve recently modified records. Hatch will create a contact & opportunity based on the Hubspot contact and/or deal records.
Push Communications: Anytime a communication such as a call, text, or email takes place within Hatch, the integration will automatically send that information back to Hubspot's Contact Activities .
What information does the integration pull into Hatch?
We pull in the Contact’s name, phone number, and email address to get started. This is typically what we use to put contacts into a campaign. We also pull in any properties related to the contact or deal you may have in Hubspot. This can include things like Address, Quote Amount, Sales Representative. With these details, you can make your messaging extremely customized.
Where do Hatch communications show in Hubspot?
When communications are sent back to Hubspot, they will show up in the Contact Activities as a note.
The integration supports the following activity types:
- Hatch Inbound Call
- Hatch Outbound Call
- Hatch Inbound SMS
- Hatch Outbound SMS
- Hatch Inbound MMS
- Hatch Outbound MMS
- Hatch Inbound Email
- Hatch Outbound Email
- Hatch Inbound Voicemail
- Hatch Inbound Missed Call
Setting Up the Integration
Here’s what we need to get started:
- Navigate to the Hatch app marketplace.
- Click "Configure" on the Hubspot integration
- The integration uses OAuth protocol to allow access to the Hubspot APIs, so all you need to do it click connect and then authorize on the Hubspot screen that will pop-up. Once authorized, return to the Hatch integration screen and the connection bubble should be blue.
- Adjust any configuration options.
- Don't forget to click Finish in order to save.
Configuration Options
- Enable/Disable push communications
Creating Audiences to Add to Campaigns
After getting a CRM integration set up, the next step is to start working on creating custom audiences with your data, and then adding those contacts to campaigns.
Here’s a couple of examples of what we’ll talk about during onboarding...
- Correctly defining contacts statuses in your CRM
- Building your Customer Segments
- Deciding what contact details to use in campaign language
Frequently Asked Questions
Will Hatch change contact’s statuses in Hubspot?
The Hatch integration does not update any status in Hubspot. However, if you change the status in Hubspot, Hatch will update that contact’s information next time we sync every 15 minutes.
How often does the integration sync?
Our integration syncs every 15 minutes.
What information is pushed back to Hubspot?
Communications that have occurred in Hatch can be pushed back to Hubspot. This can include texts, emails, or calls. These will populate in Hubspot under the Contact Record's Activities.
Check out our webhooks to see what additional options might be available to create a custom integration.
Are you able to import Custom Fields?
We will pull in custom properties from Hubspot if they are on the Contact or Deal object.