After linking a customer between Atom and HubSpot, you'll be able to view the details of each classified conversation (completed management) directly in your CRM.
Follow these simple steps to see the record:
Go to the contact profile you want to check in HubSpot.
Move to the All activities center panel.
Done! The record of the Atom interaction will appear there.
⚠️ Important: For this to work, you must open the Filter activity option in HubSpot and make sure that the Atom integration has the check enabled.
Centralized and accessible history! 💡
By syncing your Atom chats with HubSpot activity, your team will always have the context of each interaction. Improve your customer follow-up and optimize your management without extra effort.