HubSpot Integration: Information & Setup

Setting up the Connection with HubSpot allows you to publish the Leads generated by Hushly to your HubSpot Account. HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.

Overview

• Establish a connection between Hushly and HubSpot.
• Map Hushly Lead Fields to HubSpot Contact Fields.
• Disconnecting HubSpot Integrations.

Establish a connection between Hushly and HubSpot

• Login to your Hushly Account.    
  
  
• From the Left Nav Menu, click  Setup > Integrations.    
• On the Integrations page, click + New Integration.   
  
• From the Integration pop-up window, select HubSpot and click Activate.
  
• Connecting Hushly to HubSpot message is displayed, click Sign In to your HubSpot account.   
• HubSpot Login page is displayed, enter your HubSpot credentials to Login to HubSpot.
      
• The HubSpot Accounts page is displayed to choose an Account. On selecting the account, the Choose Account button is activated. Click Choose Account.   
• A confirmation message will appear, indicating that Hushly is connected to HubSpot. Hushly automatically maps Standard Fields to your HubSpot Fields.  

Lead Field Value Mapping: 

To map a lead field value, follow the below steps:

• Click on the Map Values icon to Map the custom Values.       
• The Value Mapping pop-up window displays the following:
  •  The values on the left side are Hushly values.
    
    
  • The values on the right side are set as third-party lead field values, these values can be modified according to the third-party field values.
       
• Click Save to confirm the mapped changes 

           Note: when the lead is published, the mapped lead field value will be published to the third-party field.    
            

Map Hushly Custom Fields to HubSpot Lead Fields

• Hushly automatically maps Standard Fields. Click the Configure Field Mappings button to configure Hushly Custom Fields to HubSpot Lead Fields.   
• In the Field Mapping window, you can map Hushly Custom Fields to your HubSpot Custom Fields. Click Save.   
• Publish Rule
  • Overwrite: Always sets the value irrespective of whether there is a value available for that field or not.
    
    
  • Do not Overwrite: Set the value only when the HubSpot field value is blank.
    
    

Disconnecting HubSpot Integrations

• Click Disconnect. Hushly asks you to confirm the action.   
• Click OK to Disconnect.
   
• A confirmation message is displayed and Hubspot no longer appears on the Integrations tab.

  
  
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