HubSpot CRM (Customer Relationship Management) is a free, comprehensive software platform designed to help businesses manage their interactions with current and potential customers. Known for its user-friendly interface and powerful features, HubSpot CRM is part of the larger HubSpot ecosystem, which includes tools for marketing, sales, and customer service.
Integrating HubSpot CRM with Interakt can greatly improve your customer engagement and management capabilities. This integration allows for a seamless combination of tools, enhancing your ability to interact with and oversee customer relationships effectively.
Key Benefits of Hubspot CRM and Interakt Integration
• Automatically sync customer data, contacts, and communication records between HubSpot CRM and Interakt, ensuring both platforms are always up-to-date.
• Send Automated WhatsApp Templates whenever a new Contact/Deal/Ticket is Created/Updated
• Automate repetitive tasks, such as creating/updating contacts in Hubspot CRM from Interakt conversations or updating customer information across both platforms.
Steps to Integrate Hubspot CRM with Interakt
1. Sign Up and Login: Ensure you have active accounts on Hubspot CRM & Interakt. If you have an existing Interakt account, click here to Login and head over to Integrations section.
2. Select Hubspot CRM: In Integration section, select Hubspot CRM and proceed ahead.
3. Select the Workflow Template: Choose the available Template Workflows and install the same.
4. Connect Hubspot CRM and Interakt: Once you have installed the Workflow, then click on Edit Settings
– Hubspot CRM: Authenticate your account by providing the necessary API keys or credentials.
Interakt: Authenticate your account similarly.
5. Flow Configuration: Once both are authenticated, click on Flow Configuration & Map the relevant data fields between Hubspot CRM and Interakt to ensure that the information is transferred correctly. For example, map the “First Name”, “Last Name”, “Full Phone Number”, “Email”, and other contact details.
6. Activate & Test the Workflow: Activate the workflow to enable real-time synchronization and automation. Test the workflow to ensure that the integration is working as expected. Create a test contact/deal/ticket in Hubspot CRM and verify that it gets created on Interakt or sends out the template via Interakt as intended.
Sample Workflows to choose from
Configuration Settings for different use-cases
When a Contact Entry is Created/Updated on Zoho CRM, Create/Update user on Interakt
Map the fields as per your requirements to sync the required data on Interakt
When a Contact/Deal/Ticket Entry is Created/Updated on Zoho CRM, Send a Template via Interakt
Map the fields as per your requirements to sync the data from Zoho and send it across via Interakt Template
