Hubspot CRM

The HubSpot CRM integration enables direct management of your HubSpot CRM account through yellow.ai's bot. This integration allows effortless creation, retrieval, updating, deletion, and searching for contacts in your HubSpot CRM account directly from the bot interface.

Supported Hubspot CRM actions in Yellow.ai

Once the integration is established, you can perform the following HubSpot CRM actions directly from the bot interface.

Action	Description
Create a contact	Creates a new contact
Get a contact	Fetches a particular contact
Delete a contact	Deletes a contact
Update a contact	Modifies details of a particular contact
Search a contact by phone	Looks for a contact using phone number
Search a contact by email	Looks for a contact using email address

Connect Hubspot CRM with Yellow.ai

Prerequsites:

1. An active Hubspot CRM account
2. An active yellow.ai account.

To connect your Hubspot CRM account with Yellow.ai, follow the these steps:

1. On the left navigation bar, go to Extensions > Integrations.

   

2. Navigate to CRM > Hubspot. Alternatively, you can use the Search box to find the integration app.

   

3. In Give account name give a unique name to your Hubspot CRM account and click Connect.

info

1. In a two-tier environment, add account names in Development and use them in Live.
2. In a three-tier environment, add accounts in Staging and Sandbox, and they'll be available in Production.

4. Sign in to your Hubspot CRM account when prompted. From there, select the Hubspot CRM account you want to link with Yellow.ai and click Choose Account to authorize Yellow.ai to access Hubspot CRM.

   

5. You can add up to 15 accounts. To add another Hubspot CRM account, click on Add account and follow the steps mentioned above.

   

Enable events for Hubspot CRM actions

For the bot to perform certain actions when an event occurs in Hubspot CRM, the event needs to be activated.

The following are the events available for Hubspot in Yellow.ai:

Event	Description
hubspot-contact-created	Contact is created in Hubspot
hubspot-contact-changed	Contact is modified in Hubspot
hubspot-contact-deleted	Contact is deleted in Hubspot
hubspot-contact-merged	Contacts are merged in Hubspot
hubspot-contact-restored	Contact is restored in Hubspot

Add webhook to receive events

You need to add the webhook URL from the integration page in your Hubspot CRM app to receive the events mentioned above. To do so:

1. Go to Hubspot CRM integration and copy the Webhook URL.

   

2. Go to your Hubspot CRM account and click the Settings icon.

   

3. Go to Integrations > Private Apps and click Create a private app.

   

4. In Basic Info, enter a Name and Description. You can also upload a logo for that app if required.

   

5. Go to Scopes, and enable the scopes for the actions for which you wish to recieve events from Hubspot.

   

6. Go to Webhooks and past the Webhook URL copied in step 1. then, click Create Subscription to create the app.

   

7. In the following screen, select the object types and the events you'd like to get notified. Then, click Subscribe.

   

8. Click Create app on the top right corner.

   

Activate events in Yellow.ai

To activate an event and use it in your flow,

1. Go to Event and click Integrations.

   

2. Search for Hubspot events and click Activate next to the respective event.

   

3. Go to a flow and include that event in the Start node and build the flow to carry out the action when that event occurs.

   

Manage Hubspot CRM via Yellow.ai bot

To manage your Hubspot CRM account through yellow.ai bot, follow these steps:

1. Go to Studio and create a flow based on your requirement.

2. In whichever point you want the bot to access Hubspot CRM, inlcude the Hubspot CRM node. For that, drag the node connector, go to Integrations > Hubspot.

   

3. Configure the Hubspot CRM node based on the descriptions provided in the following:

   

• Account name: Choose the Hubspot CRM account.
• Action: Choose the action to be performed.
• Depending on the selected object, the corresponding fields will be shown. To fill those fields, you need to collect it as an input from users beforehand. Construct the flow accordingly and store the data in variables. These variables will then be passed in those fields.

4. Each Hubspot CRM action returns a response as a JSON object. Store that response in a variable and pass that variable in a message node to display that response to the end user.

For example, if you receive the following response, you can use this syntax {{{variables.variablename.results.0.properties.lastname}}} to filter out the contact's last name.

{
  "total": 0,
  "results": [
    {
      "createdAt": "2019-10-30T03:30:17.883Z",
      "archived": false,
      "id": "512",
      "properties": {
        "company": "Biglytics",
        "createdate": "2019-10-30T03:30:17.883Z",
        "email": "[email protected]",
        "firstname": "Bryan",
        "lastmodifieddate": "2019-12-07T16:50:06.678Z",
        "lastname": "Cooper",
        "phone": "(877) 929-0687",
        "website": "biglytics.net"
      },
      "updatedAt": "2019-12-07T16:50:06.678Z"
    }
  ],
  "paging": {
    "next": {
      "link": "?after=NTI1Cg%3D%3D",
      "after": "NTI1Cg%3D%3D"
    }
  }
}