Action Block: Hubspot

HubSpot is a popular CRM of choice for all kinds of businesses. Although it has grown to offer other functions like ticketing, email automation, etc. it is primarily being used by businesses as their CRM (Customer Relationship Management) tool.

With i-genie’s HubSpot integration, users can create a contact on HubSpot with the details captured by the bot

How do I set it up? 

Step 1: Add action block on canvas by clicking on ‘+’

Step 2: Choose Hubspot

Step 3: Configure it on right panel

Click on ‘Hubspot’ action block to open the configuration panel on right side of the screen. In-order to configure the Hubspot action block, you will have to follow the following steps: 

Connect the account: 

Connect your HubSpot account by authorising the access and choose the account from the list 

HubSpot’s authorisation will open on a new window. Please make sure you have not blocked pop-up window from being opened.

Map the fields: 

Map the fields of HubSpot with the variables that you used to collect and store the information the user.

HubSpot fields are auto-populated, whereas in the Variables column you would need to write the variable by typing # to see the list of variables.

Depending on the field type, i-genie would automatically display the variable column. Like in the image below you see that “Lifecycle Stage” has a dropdown auto-populated.

Make sure you add a Lead Source field with the value as i-genie to easily report the number of leads the chatbot generated for your business.