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 gather essential information about companies. Through this object, data related to the firms that the user has registered are stored (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 contacts or companies in your CRM (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 customer inquiries in one place and track trends over time.
The objects mentioned above are associated with the "Contacts" object. In the Conversations module of Atom, you will be able to view, on the right side of the interface, the "Companies", "Deals", "Tickets" and "Notes" (within the HubSpot panel) associated with that contact, with the prior synchronization of that contact between both platforms being a necessary and sufficient condition.
In the case of Companies, they must be previously created and associated with the contact in HubSpot. In the HubSpot side module you can determine the primary company of your contact.
To do this you must click on the 3 dots of the selected company and choose the option to set as primary.
In case you delete the primary company, HubSpot will ask you to select a new one from the previously loaded ones.
Synchronization of Deal and Ticket Pipelines
Additionally, the pipelines of both deals and tickets 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.
HubSpot Deal Configuration screen.
Example of Ticket Pipelines.
HubSpot Deal creation form in Atom conversation.
Your team already has a 360-degree view of the customer! 💡
By having access to deals, tickets and notes from a single place, your agents can provide accurate answers quickly. Take full advantage of your CRM without leaving the chat screen.