Go ahead and set up your HubSpot integration. To do this you must:
Click on the Settings icon
Then navigate to the Platform menu
Click on the Integrations menu
Press the Connect button belonging to the HubSpot integration
Next you will see the following screen, which will show you the considerations and HubSpot permissions required to perform this integration. Click Connect with HubSpot.
Then you will need to select the HubSpot account to use. Select it and then click on Choose Account:
Now you are on the authorization screen, where HubSpot shows you the data and permissions that Atomchat will have access to in your CRM. To continue, make sure to have the terms and conditions checkbox marked at the bottom. Finally, click on the orange "Connect app" button.
By doing so, both platforms will be linked and ready to work.
Then we access the settings screen, where we need to select the identifier for our contacts. Then we click on Continue.
Now we move to the property mapping screen, where we can modify or add more properties that are of interest to us for our HubSpot integration. Once mapped, we click on Continue.
Here those contacts to be imported will be listed, we can verify if they are correct and we click on Continue again.
When we reach this point, our contacts will be syncing and Atom provides us with the corresponding summary. To finish the process, we click on Finish.
Finally, you will see a final screen, confirming the Successful Integration.
And that's it! 🎉 You have successfully integrated both platforms in record time and without complications. Get ready to take your management to the next level!
Now that we are connected, let's look at the Integration action buttons...
you will be able to view the following options to take action on your integration:
Settings: will allow you to access information corresponding to the integration settings such as property mapping, synchronization history, user import, property assignment, and others.
Reconnect: if you experience any issues, instead of deleting the integration, we recommend you use this option.
Pause: in case you have had an accidental contact import, or another scenario where you wish to interrupt the integration, you can use the Pause button.
Delete: Directly deletes the integration. To ensure that you are sure you want to perform this option, it will ask you to confirm this decision by typing the word ''DELETE'' and finally click on Delete.
Connection achieved in record time! 💡
With Atom and HubSpot integrated, your team is already ready to sync contacts and avoid manual processes. Make the most of this partnership and take your customer service to the next level. ✅