Hubspot integration

Hubspot integration

What the App is?

HubSpot is a platform that helps businesses with their sales and marketing operations. It serves as a CRM platform that enables businesses to gain insights into their customers’ needs and how they can better serve their customers.


Integration

The Simpu integration with HubSpot lets you manage your contacts, deals, and tickets related to them. You could do the following:

  1. View your contacts’ HubSpot data linked to their email or phone number.


  1. Modify their data, this includes their contact, deals, and tickets data.

  1.  Create new deals linked to a contact.


  1. Create new tickets linked to a contact.

How it works

When you click on a message, we pull the information tied to the sender of that message. For example, we pull your customer data through their email address when you click on the email you received from them.

How to install

To install the app, please, do the following:

Step 1

Sign in to Simpu.


Step 2

At the top left corner, click on the settings icon.


Step 3

A page with a left sidebar opens up.


Step 4

On the left sidebar, click on Integrations.


Step 5

On the Integrations page, click on the HubSpot app.


HubSpot could be found in the all apps section or installed apps sections (if you have previously installed it). You could also search for it.


Step 6

Once the HubSpot app is clicked on, a new page opens up containing a blue ‘Install now’ button. Click on the “Install now” button.



  1. A modal pops open containing a Name field.
  1. The Name field indicates the name given to that particular installation of the HubSpot app (Simpu allows for multiple installations of the same app).
  1. After filling in the name field, click on the connect button at the bottom right of the modal.


Step 7

You would then be directed to HubSpot’s authentication page to sign in with HubSpot.


Step 8

After signing in with HubSpot, you would be redirected back to Simpu, where you would see the installed app.

How to Use the HubSpot App

You could view, manage or update your contacts’ information with our HubSpot app.

To View Contacts Information

Step 1

Go to Inbox. This could be done by clicking on the Inbox icon on the top left bar.

Step 2

Click on any Inbox message.


Step 3

At the extreme right, a sidebar (consisting of various installed app icons) is shown.



Step 4

Click on the HubSpot icon.

Step 5

If the customer that sent the message does not exist on HubSpot, you would see the following message: ‘Oops! no contacts data’.

Step 6

You would also see a button to create a new contact linked to the message sender.



If the customer exists on HubSpot, the customer's information would be shown in a section to the left (just beside the sidebar).


The information is split into two sections. The first section consists of the contact’s deals.

The second section contains tickets related to contact. The tickets are listed in the order of the most recent.


To Create a Contact

In order to create a contact, please first see steps 1 to 6 of the ‘To View Contacts Information’ guide.

Step 1

Click on the ‘Create Contact’ button.

Step 2

A sidebar pops out showing a form. Fill out the form to create a new contact.

Step 3

When done, to the new contact, please click on the save button at the bottom of the modal.

Step 4

The contact would now be available when you click on a message whose sender’s email or phone number matches that of the contact.

To Update a Contact’s Information

In order to update a contact’s information, please first see steps 1 to 7 of the ‘To View Contacts Information’ guide.

Step 1

There is an ellipsis icon (a three dots icon) beside the contact’s name in the contact’s information area.

Step 2

When the icon is clicked, a modal consisting of three options; create a deal, create a ticket and update contact is shown.

Step 3

Click on the Update Contact option.

Step 4

A modal pops out from the left. It contains the contact information in editable fields.

Step 5

You could then edit the contact’s information as desired.

Step 6

When done, to save your changes, please click on the save button at the bottom of the modal.

To Create a Deal

In order to create a deal, please follow the steps.

Step 1

There is an ellipsis icon (a three dots icon) beside the contact’s name in the contact’s information area. When the icon is clicked, a modal consisting of three options; create a deal, create a ticket and update contact is shown.



Step 2

Click on the Create Deal option.

Step 3

A modal pops out from the left. It contains a form to enter the deal information.

Step 4

When done, to save your changes, please click on the save button at the bottom of the modal.

To Create a Ticket

In order to create a ticket, please follow the steps

Step 1

There is an ellipsis icon (a three dots icon) beside the contact’s name in the contact’s information area.

Step 2

When the icon is clicked, a modal consisting of three options; create a deal, create a ticket and update contact is shown.

Step 3

Click on the Create Ticket option.

Step 4

A modal pops out from the left. It contains a form to enter the ticket information.

Step 5

Fill out the form as desired.

Step 6

When done, to save your changes, please click on the save button at the bottom of the modal.

    • Related Articles

    • Magento Integration

      What the App Is Magento is an open-source platform that helps businesses create their own online stores. You can manage your inventory and orders with ease. This creates a powerful and sophisticated shopping experience for you and your customers. The ...

    • Zoom Integration

      What the App Is Zoom is a communication platform that allows teams to meet virtually. The Simpu integration with Zoom lets you create meeting links. You could do the following: Generate a zoom meeting link 2. Modify meeting options to suit your ...

    • Mambu Integration

      What the App Is Mambu is a Saas (Software as a Service) cloud banking platform. Mambu provides infrastructure for banks and financial service providers. The Simpu integration with Mambu lets you manage your clients and their orders. You could do the ...

    • Shopify Integration

      What the App Is Shopify is a platform that helps businesses create their own online stores. You can manage your inventory and orders with ease. This creates a powerful and sophisticated shopping experience for you and your customers. The Simpu ...

    • Simpu Form API Integration

      Getting Started To get started with the Simpu Form API, you'll require a Simpu account, which you can create here, or you can log in to your Simpu account if you already have one here. Create a Form Once you're logged in, navigate to the Data tab of ...