The integration between Atom and HubSpot allows the synchronization of CRM objects such as Companies and Deals.
To access this functionality, you must have previously completed the Atom and HubSpot integration.
Through the HubSpot information panel, available in the Conversations and Dashboard modules, you can create Companies and Deals that will be automatically synchronized with your account previously integrated with Atom. Let's see how it works.
Where to find the HubSpot panel?
To access this panel, select any active conversation and go to the right sidebar of your screen:
In this panel you can find several components starting with the contact's personal information, the contact link that takes you directly to HubSpot, the information fields you require, and the ability to create Companies, Deals, Tickets, and Notes.
Create a Company
To create a company, follow these steps:
Choose a conversation in the Conversations or Dashboard module.
Open the HubSpot information panel for that contact.
Click on Companies and then on the Add button.
Complete the information.
In HubSpot you can view the recently created Company.
Create a Deal
To create a deal, follow these steps:
Choose a conversation in the Conversations or Dashboard module.
Open the HubSpot information panel for that contact.
Click on Deals and then on the Add button.
Complete the information.
View in HubSpot the recently created Deal:
Create a Ticket
To create a ticket, follow these steps:
Choose a conversation in the Conversations or Dashboard module.
Open the HubSpot information panel for that contact.
Click on Tickets and then on the Add button.
Complete the information, when you click add ticket, you will be able to choose whether you want to create a new ticket or add an existing one. Next, you just need to select the ticket you want to connect with that contact.
New Ticket.
Existing Ticket.
View in HubSpot the recently created Ticket:
Create Notes
You can create notes by clicking the Add button.
These will appear automatically in the HubSpot integration bar.
Priority Assignment by Owner
Select the Settings > Platform > Integrations module
Select the HubSpot integration and click the three dots and press "settings".
Then access the Priority Assignment by Owner section
Then you must select the group or groups in which the owner of the contact assigned in HubSpot will have priority when assigning the conversation.
Important: The default owner must have a registered account to make the change.
Add Existing Companies and Deals
You also have the option to add an existing company or deal to another Atom contact, new or old. To do this, just follow these steps:
Enter the conversation you want to synchronize
In the HubSpot panel on the right side of the screen, click on the object you want to create (company, deals, or tickets)
The creation form will open and you must select the "Add existing" option.
Choose the object you need and press Add.
After that, the selected object will be displayed in the HubSpot panel of the contact.