Companies, Deals, Notes and Tickets objects associated with HubSpot contacts
The integration also allows the synchronization of HubSpot CRM objects in Atom such as Companies, Deals and Notes. The following HubSpot objects are defined:
Companies: you can collect essential information about companies. This object stores data relating to the firms that the user has registered (examples of company properties: company name, contacts associated with this company, industry...).
Deals: from HubSpot, such as tracking potential revenue through the sales process of your CRM contacts or companies (examples of deal properties: deal name, deal stage, deal value...).
Note: allow you to manually record activities or observations made during the customer service process.
Tickets: allow you to organize all your customers' queries in one place and track trends over time.
The objects named above are associated with the "Contacts" object. In the Atom Conversations module, you will be able to see, on the right of the interface, the "Companies", "Deals", "Tickets" and "Notes" (within the HubSpot panel) associated with that contact, being a necessary and sufficient condition the previous synchronization of that contact between both platforms.
In the case of Companies, these must be previously created and associated with the contact in HubSpot. In the HubSpot side module you can determine the main company of your contact. To do this, click on the 3 dots of the selected company and choose the option to set as main.
If you delete the main company, HubSpot will ask you to select a new one from the previously loaded ones.
How do I add a Company, Deal, Ticket or Note?
Synchronization of Deal and Ticket Pipelines
In addition, the Deal and Ticket pipelines are synchronized so that they are available in Atom for the creation of Deals and Tickets.
Example of Deal Pipelines
HubSpot Deal creation form in Atom conversation
Deal Configuration Screen in HubSpot
Example of Ticket Pipelines
HubSpot Deal creation form in Atom conversation
Ticket Configuration Screen in HubSpot