In this article, we'll cover the basics of our integration with Hubspot. From what it does, to how to get started, and even frequently asked questions.
What does the integration do?
Pull Contacts: Each night at 3 am EST, Hatch will make sure that all contacts from Hubspot are pulled into your Hatch account and updated with the most recent information.
Push Communications: Anytime a communication such as a call, text, or email takes place within Hatch, we’ll send that information back to Hubspot's Contact Record Activities automatically.
This integration does not offer Edit Contacts at this time. If you update the First and Last Name, Email, or Phone Number in Hatch, that change will not be reflected in your CRM. Update any contact information in the CRM, and wait for it to sync back to Hatch.
What information do you pull into Hatch?
We pull in the Contact’s name, phone number, and email address to get started. This is typically what we use to put contacts into a campaign. We also pull in any contact details you may have in Hubspot. This can include things like Address, Quote Amount, Sales Representative. With these details, we can make your messaging extremely customized.
From HubSpot, Hatch pulls in all the Contact standard fields (i.e. non-custom fields) in order to create the Hatch Contacts.
How often does the integration sync?
Our integration will sync every night at 3 AM EST. Any contacts that were updated or created within the previous day in Hubspot will be pulled into Hatch.
Where do Hatch communications show in Hubspot?
When communications are sent back to Hubspot, they will show up in the Client Record Activities.
We support the following activity types:
- Hatch Inbound Call
- Hatch Outbound Call
- Hatch Inbound SMS
- Hatch Outbound SMS
- Hatch Inbound MMS
- Hatch Outbound MMS
- Hatch Inbound Email
- Hatch Outbound Email
- Hatch Inbound Voicemail
- Hatch Inbound Missed Call
Setting Up the Integration
Here’s what we need to get started:
- Obtain your Hubspot API Key. Here is a helpful guide on how to do that.
- Submit this information via the Hubspot Authorization Form.
- We’ll confirm with you the details of your integration, and then turn on the integration for you.
Creating Audiences to Add to Campaigns
After getting a CRM integration set up, the next step is to start working on creating custom audiences with your data, and then adding those contacts to campaigns.
Here’s a couple of examples of what we’ll talk about...
- Correctly defining contacts statuses in your CRM
- Building your Customer Segments
- Deciding what contact details to use in campaign language
At this time, you can ask any outstanding questions you have about the CRM set-up.
Frequently Asked Questions
Will Hatch change contact’s statuses in Hubspot?
We do not update any status in Hubspot through the integration. However, if you change the status in Hubspot, Hatch will update that contact’s information next time we sync (manually or at 3am EST). We recommend syncing before running campaigns just in case any status changes occurred during business hours.
How often is does the CRM sync?
We sync Hatch with your CRM every night. However, at any time, you can use the Sync Button on the contacts page to make sure you are up to date before launching contacts into the campaign.
What information is pushed back to Hubspot?
The only thing we push back to Hubspot is the communications that occurred in Hatch. This can include texts, emails, or calls. These will populate in Hubspot under the Contact Record's Activities.
Are you able to import Custom Fields?
At this time, we do not pull in custom fields. We do however pull in all Standard Fields.