How to enable and use the HubSpot integration
The HubSpot integration allows you to display, create, and edit customer records from your HubSpot CRM in Front that match the open message in Front. You can display any default or custom fields for these four default objects in your HubSpot plugin in Front:
- Engagements (notes, tasks, etc.)
You can also use rules to log messages in HubSpot as activities on the related contact record. Only emails will be logged — texts, tweets, or other message types will not be sent to HubSpot.
Like other integrations, you need to be an admin in order to enable the HubSpot integration.
Instructions for set-up
Go into your Settings and select Integrations. Click HubSpot, and Enable integration.
Click Link your company's HubSpot account.
Choose an account to link to Front in the popup window.
Click Save to finish enabling the HubSpot integration.
Using the plugin
You can now display contact information from your HubSpot CRM directly in Front. Open the right pane by clicking on the arrow located on the top right corner of your Front interface.
Front will use the message sender’s email address or phone number to display the related contact record from HubSpot. If there is no related contact, you can create one.
You can use the other buttons to create or edit Contact fields and Companies, Deals, or Engagements related to that contact, and the changes will be instantly synced to HubSpot.
Front's Hubspot integration also supports custom fields. To update an object card and manage which fields are made visible, click the 'cog' icon in the top right corner of the integration. Simply expand the card and check the box next to the field you want to be displayed in the main integration view.
Using the “Log message in HubSpot” rule
Let's create a rule to automatically log messages into HubSpot. Team rules will apply to team conversations and private rules will apply to private conversations.
Go into your rules and select Add a team rule.
Create the rule using whatever triggers you’d like, and make sure the action is Log message in HubSpot.
My rule stated that any comment containing #hubspot be logged in HubSpot. So when I comment on a message that has a related HubSpot contact, the message is logged as an activity on that contact. If there is no HubSpot contact related to the message, the message will not be logged.
Note: Users may receive an error that they do not have sufficient permissions to log in to the Hubspot integration in Front. If this happens, the admin will need to enable all default permissions for the Contacts, Sales, and Marketing categories for all users. Of particular note, users need editing rights enabled for them in order to sign in and use the Hubspot integration.
Jean-Baptiste Ronssin Hi there,
We'd be happy to help troubleshoot this. Please email us the name of the rule and send over a Conversation ID for a conversation where the rule should have triggered but didn't. That will help us investigate further.Reply