User Guide

Hubspot Integration User Guide

 

This feature comes handy if you want to transfer subscriber’s data to hubspot or update subscriber’s information by getting information from your hubspot. This is basically a transfer of data from KiboPush to hubspot sheets and vice versa.

Connect your Hubspot account

Firstly, you have to connect your Google account to KiboPush:

  1. Go to Settings from the sidebar
  2. Click on Integrations
  3. Click on “Connect” button beside Hubspot
  4. Confirm the authorization. After which, you will be redirected to our dashboard.

Add Hubspot action to flows

You can add the integration action in one of your flows (like broadcasts, sequence messaging, messenger Ads, etc), and when your subscriber passes through this flow, their data will be pushed to your Hubspot.

Let’s look into how this will work in Broadcasts.

  1. Create a new form in your hubspot account and create fields.
  2. Go to Broadcasts from the Sidebar.
  3. Click on New Broadcast.
  4. Select the page you want to send Broadcast from and click on Create New Broadcast
  5. You can add Hubspot Actions on  buttons So, let’s add a text component along with a button. Click on Text.
  6. Enter some text and click on “Add Button”.
  7. Enter button title and click on Hubspot. 

Send data to a Hubspot Form

Send Kibopush data to Hubspot form. Form submission can be made to any registered Hubspot Form.

  1. Click on the submit data to a form link, and Hubspot wizard will appear.
  2. Choose your Form and match KiboPush fields to the Form fields. All subscriber’s data and Custom Fields are available to send.
  3. Click on Save. 
  4. Click on Next and send the broadcast. 
  5. Now, when the subscriber clicks on this button from their messenger, the subscriber’s data will be save into hubspot form according to the columns that you matched from KiboPush.

Create/Update Contact Properties

  1. Click on the create update contact link, and Hubspot wizard will appear.
  2. Select Identity field (Custom Field which contains user’s email to identify HubSpot Contacts. Please select such Custom Field) and match KiboPush fields to the hubspot fields.
  3. Click on Save. 
  4. Click on Next and send the broadcast. 
  5. Now, when the subscriber clicks on this button from their messenger, hubspot create a contact if it doesn’t exist in Hubspot already, or update it with subscriber’s Custom Fields if it does. An existing contact will be determined by its email address.

Get contact Properties

Our integration allows you to import data from the hubspot into Custom Fields and update subscriber’s data in KiboPush.

  1. Click on the get contact link, and Hubspot wizard will appear.
  2. Select Identity field (Custom Field which contains user’s email to identify HubSpot Contacts. Please select such Custom Field) and match KiboPush fields to the hubspot fields.
  3. Click on Save. 
  4. Click on Next and send the broadcast. 
  5. Now, when the subscriber clicks on this button from their messenger, Hubspot return information about a single contact by its email address and process it to subscriber custom Fields.