To configure your integration you must go to the Settings > Platform > Integrations module. Then click on the 3 dots and select the Configuration option.
Configuration Home Screen
On this screen you can manage and customize all the settings you need for your HubSpot integration.
Here you can choose to enable two types of links:
Link new contacts without email when assigning: You can enable this feature if you want to integrate contacts in HubSpot that do not have email information.
Link contacts automatically: As its name indicates, with this button you can enable or disable the option that every time someone sends you a message, the contact is automatically synchronized in HubSpot. This option provides more agility for your advisors and frees them from performing repetitive actions by having automatic synchronization.
Overwrite Atom phone number in HubSpot: By enabling this option, if a contact's email matches on both platforms, Atom will automatically update (overwrite) that contact's phone number in HubSpot.
HubSpot Contact Properties
Here you can view the properties of HubSpot contacts, Atom contacts, and Facebook Ads native button properties with their corresponding mappings.
You can add new properties through the Add property button, and in turn in the 3-dot menu, you can Edit or Delete those properties that allow it and are not grayed out. If you want to know more about mapping HubSpot properties, read the following article: (Map HubSpot Properties to Atom Information Fields).
HubSpot Lifecycle Stage Configuration
This section allows you to link HubSpot customer lifecycle stages (such as Subscriber, Lead, or Customer) with their equivalent statuses within Atom. By defining this mapping, you ensure that when a conversation passes through this component in your bot's flow, the customer status is automatically updated in both platforms according to the relationship configured in this table.
Import users from HubSpot
In this option you can import and select the users you have registered in HubSpot with their respective teams to synchronize them and create them as advisors in Atom with their respective groups.
⚠️ Important:
The name of the HubSpot team (group) must match the name of the Atom group to load it by default, otherwise you will need to assign the groups manually.
The default status of users you import will be Offline and is configured as assignable.
Assignment of contact owners by groups
By enabling this option, you can activate the assignment of owners by priority and select the groups to which this assignment is prioritized. To do this, enable the priority assignment by owner, and then select the corresponding group. To save the changes, click Save.
⚠️ Important:
If the user to whom the conversation should be assigned appears in Atom as out of hours and is not configured as "Assignable", it will not be assigned.
To configure a user as "Assignable" you must go to the Settings module and select the "User Status" option to edit.
💡 Example:
Your advisor Ana is in the sales group in Atom and is the owner of the contact Pedro.
If Pedro comes into contact with your company and the conversation is routed to the sales group, this contact is automatically assigned to Ana.
In the event that Ana is not in the Sales group, the automation will randomly assign your client Pedro to an available advisor.
Let the system work for you! 🚀
Configuring these initial details correctly will save you hundreds of hours of manual work and copy-and-paste information. By correctly matching your properties and enabling assignment by owners, you ensure that your databases are flawless and that your customers are always served by the right advisor. Adjust your rules and watch how the information flows! ✅