How to Install the HubSpot Integration App

Index:

1. HubSpot Plans That Support Integration
2. Installation Process
3. Updating Bot Information
4. Editing and Deleting the Integration

HubSpot is an extremely comprehensive CRM tool that integrates the marketing and sales teams as a whole. Working with a bot integrated with HubSpot can be very advantageous to enhance the company's sales results.

HubSpot Plans That Support Integration

Installation Process

To integrate the bot where WhatsApp is enabled, go to the Advanced Settings screen and add the following records in the table: 

• To learn more about Advanced Settings click here. 

Important: Do not change any of these values, as they will be used to install HubSpot on Blip.

To access the plugin, enter the bot you activated and, in the menu next to analysis, select the three dots. Click on ‘HubSpot’ (refresh the page if the option does not appear immediately).

Accept the plugin's terms of use and click the New Integration button.

Fill in the desired name that will identify the bot's integration with the HubSpot account and click the Integrate button. It is worth remembering that special characters should not be used in the name.

A pop-up will open to redirect to HubSpot, be aware if you have any pop-up blocker installed. If you do, disable it to proceed with the settings.

After connecting the app, you will be redirected back to the plugin screen where you will be able to view the integrations made in the bot.

After this procedure, your application will be installed on HubSpot, and you can check the installation in HubSpot itself by following this step: Settings > Integrations > Connected Apps.

From now on you will be able to Send Active Notifications through an automated workflow and register information from your contacts in Blip directly on HubSpot.

Updating Bot Information

In the updates tab, it is possible to update your bot's registration information. It is recommended to perform this update if any of the following changes have occurred:

• Change of Waba namespace: This is the name given to your active notification templates repository on WhatsApp.
• Change of bot environment: when migrating a bot from outside an organizational environment to within an organizational environment, this registration update will be necessary.
  
  To do this, just click the update button for the update to be performed.

Editing and Deleting the Integration

After performing your integrations, it is possible to change the name of the integration or even delete it. Just use the side buttons to either delete your integration or change it.

If you have already configured the HTTP request, remember to change the request body to match the changes made in the plugin.

The following example demonstrates a request body that has only one registered integration. If this integration is changed, just change the content in the same way as it was changed in the plugin. If the change was the deletion of the integration, just remove the name of your integration from the existing object.

Note: If your only integration has been deleted, it is possible to delete the HTTP request action entirely. Remember to register the HTTP request again if you perform a new integration.

An example of the HTTP request action body to register the lead in the named accounts is:

{
    "contact":{{contact.serialized}},
    "integrations": [
        "Example Integration"
  ]
}

After changing the name of the integration, the example of the HTTP request action body is:

{
    "contact":{{contact.serialized}},
    "integrations": [
        "Changed Integration"
    ]
}

For more information, visit the discussion on the subject at our community or videos on our channel. 😃