Your team
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Prepare a flow that takes customer inquiries and details to HubSpot. Your team continues without copying every conversation.
Requires a configured flow, a plan with Flows and accounts for the services you connect.
Three steps you can prepare with the HubSpot template.
I’m interested in the class. My email is ana@example.com.
HubSpot
Result in the connected CRM
Check the record and fields using the credentials you authorized.
I messaged you before. My email is still ana@example.com.
HubSpot
Use the contact HubSpot returns
Test the existing-contact case when preparing the integration too.
I’m looking for Thursday evening classes.
HubSpot
Ana’s activity · interested in Thursday classes.
Activity linked to the contact
Your team checks the activity you configured in the CRM.
Start with templates or build the connection your business needs.
Import a flow, complete credentials and adapt the fields.
Prepare triggers and actions with each service’s accounts and permissions.
Use the API and webhooks to take events to your software.
The inquiry arrives as class ends.
The email the customer shares has a prepared destination.
Prepare each integration: accounts, credentials, fields and rules. Templates help you start, but need adapting and testing.
The example searches and creates contacts by email and records activity. Define fields and add other operations only after configuring and checking them.
Yes. The API and webhooks let you prepare your own integration. Check endpoints, permissions and limits before building it.
See the API