The HubSpot integration allows you to import and sync your contacts and deals data on HubSpot with Charles universe seamlessly. The integration will match your HubSpot contacts in charles based on the phone number or email.

Once contact and deal data have been imported from HubSpot, any information updated on charles would also automatically be updated on HubSpot in real-time, and vice versa.

Step 1: Set up integration

Step 2: Sync custom properties

Step 3: Sync deals

Step 4: Look up deals

Step 5: Update deals

Step 1: Set up integration

1. Install HubSpot on Charles

   1. Once you have logged in to your Charles universe, please head over to "Settings > Integrations"
   2. Under Integrations, please click the "Available Apps" tab
   3. You will then find HubSpot, please open the modal
   4. Click "Connect"
   5. Click " Continue with HubSpot"
   6. You will then be redirected to staging-3, please select the universe that you have access to.
   7. Click "Install"
   8. You will then be redirected to HubSpot, please select the HubSpot account which you want to establish the connection
   9. Confirm the scopes to which you want to give access
   10. You will then be redirected back to Charles and you will find that HubSpot has been installed in the "Connected apps" section

2. Sync pipelines

   Once the login process is completed, you will see a HubSpot icon on the Integration page that shows it's been connected. As a next step, please open the HubSpot integration modal again and click "Sync pipelines" to get all the stages you have set in HubSpot in sync. It’s important to do this step before syncing “Deals”, otherwise you won’t be able to see the stage of a deal.

   

   Integrations overview

   

   HubSpot integration modal

3. Integration modal instructions

   1. Sync channel users

      Clicking here will allow you to manually force syncing with Charles the latest updates done in HubSpot on contacts.

      <aside> ⚠️ We use a phone number or email as a user identity (what makes a contact unique). Hence, if you edit one of those fields in HubSpot, the new value will appear in Charles, but we will still keep the old value.

      </aside>

   2. Automatically create WhatsApp channel users (checkbox at the bottom)

      If you would like to send messages to your contact immediately after importing all deals from HubSpot, you can also do so. In order to set this up, under Configuration in the HubSpot integration modal, please select "Automatically create WhatsApp channel users from person". Once this setting is enabled, all contacts that have a phone number would have a feed created in the Charles universe. To ensure the latest data is being imported, you can always click on “Synch channel users” in the integration modal.

      <aside> 💡 Please be aware that, in order for the system to create a feed with WhatsApp channel users, the phone number input on HubSpot must follow this format: +{country code}{phone number}, (example: +491741922229).

      </aside>

   3. Sync custom properties

      Clicking here will allow you to manually force syncing with Charles all the data fields from HubSpot. For more details, check Step 2.

   4. Sync deals

      It will import your deals from HubSpot to Charles. For more details check Step 3.

   5. Sync organizations

      It will import all the data related to HubSpot organizations. This data will only be displayed in a deal, and not in a contact level.

   6. Setup CRM

      Clicking here would migrate your Charles custom properties to HubSpot. However, it is not working yet, we will activate this feature in the following releases.

Step 2: Sync custom properties

• Sync custom properties

  In order to import all custom properties from HubSpot, please click the "Sync custom properties" button in the HubSpot integration modal.

  Once the process is complete, you will find all the custom properties in either the "Contact" or "Deal" section depending on where the custom properties were set in HubSpot. And for the custom properties that are imported from HubSpot, you will see a HubSpot icon in the overview list.

  <aside> ⚠️ Properties with the same name are not supported

  </aside>

  Currently, we don’t support properties with the same name belonging to different entities. For example, if you have two properties named “Phone”, one for Contacts and the other for Deals, both will get the new value when updating one. For now, you can rename these properties in HubSpot to have a unique name until we find a fix for it.

• Updating the value of custom properties

  When modifying the value of Custom Properties on Charles' side, those changes will propagate immediately to HubSpot. However, changes done in HubSpot will propagate to Charles differently depending on the type of property:

  • Default HubSpot properties: The new value will show in Charles immediately. You can find a list of these properties here.
  • Custom properties: Other properties that you might have created in HubSpot will update their value on Charles' side every X minutes. This is due to a limitation of HubSpot's systems

  <aside> ⚠️ For all the custom properties that you added to your HubSpot, changes in their value will only propagate to Charles after X minutes

  </aside>

• Manage custom properties

  For all custom properties that you created in HubSpot, you cannot edit the name, internal name, and type. If the custom property type is select or multi-select, you also would not be able to update the options associated with the custom properties.

  If you would like the custom properties to display in the contact widget, under the visibility section of each custom property, please activate the toggle named "contact widget". For more information on how to manage custom properties, you can visit this page.

• Studio templates

  All custom properties created in the process of HubSpot integration will be available as variables in Studio. Hence, you can utilize the variable when you create new message templates.

• Campaigns

  All custom properties imported from HubSpot will be available when building an audience for a new campaign. Hence, you can use the data that you collected in HubSpot to better target your campaigns.