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HubSpot Integration

In this article we are going to showcasing you our Chatarmin x HubSpot Integration

Updated over a month ago

Video Guide

How to connect

Connecting is very easy. Just navigate to https://chatarmin.com/dashboard/hubspot/connect and click on "Connect Now".
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Features

So the Integration currently can do 4 things:

  1. Automatic background sync of Chatarmin contacts to HubSpot

  2. Update HubSpot contact Flow action

  3. Check for specific HubSpot contact properties (if/else) inside chatarmin flows

  4. Syncing Events like "Updated contact", "Created contact" to HubSpot

We are going to explain the following more in depth, down below:

Automatic background sync

So when a contact enrolls a WhatsApp-Flow and you have HubSpot integrated, the system is already working its magic in the background.

We check, if there is already a matching contact with that phone number/email. -> If yes, then we sync the Chatarmin & HubSpot data, so you have the profiles enriched in both tools.

If there is no contact yet, we create the contact in HubSpot with the contact data from chatarmin.

Lets say in chatarmin we only have a phone number and no email, therefore we create a phone-only contact. If that contact in chatarmin later on, gets an email assigned, we sync again and if now a contact appears to be in HubSpot with that email, we merge the "phone-only" contact from before, so there won't be 2 different contacts

BONUS: WhatsApp Consent Sync

When integrating HubSpot, you can choose to sync the WhatsApp Consent automatically to a HubSpot property of your chose. Just type a property of your choice and we will sync the Consent!

Update Contact Flow Action

In a Chatarmin Flow, you can choose to update properties in HubSpot:

If/Else for HubSpot properties

Also, you can check for specific HubSpot contact properties in a flow:

Automatic Sync of Chatarmin Events to HubSpot

Also, Chatarmin does automatically create Events in HubSpot:

WhatsApp with Hubspot Conversations

🚨 Only if you have a Sales Hub Enterprise or Service Hub Enterprise account

Once Hubspot is connected, you can also send WhatsApp messages directly to Hubspot!

For that you just need to select the Flow-Action "Send to Hubspot" just like so:

Here is also a short Video explaining it:

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