HubSpot

Create contact record on your HubSpot account.

Available on the STARTER plan and above.

HubSpot is a popular CRM tool for managing leads and deals by businesses.

With this integration, you can create a contact record on HubSpot after the bot collects the contact information in the chat flow.

Step 1: Add and connect your HubSpot account

Add the HubSpot action block and connect your HubSpot account.

On doing this will open the HubSpot authentication modal, asking you to choose the HubSpot account which is to be connected.

Make sure that you have not blocked the pop-up window from opening.

Step 2: Map the fields

Now, you need to map the fields of HubSpot with the corresponding variables on WotNot which contain the value.

For example, if you have created WotNot variables for name, email and phone; you need to map it with the same corresponding HubSpot fields.

The maximum number of fields you can map is capped at 50

Next steps

For each HubSpot action block, you will notice two ports coming out:

SUCCESS — when the contact is successfully created on HubSpot, the chat flow will proceed here.

FAILURE — when the contact is not created due to some error, the chat flow will proceed here.

You can view the logs of each Freshdesk execution from the App market > Freshdesk > Logs