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Integrate Atom and HubSpot Without Limitations

Take your integration to the next level by syncing not only contacts, but also Companies, Businesses and Tickets between Atom and HubSpot. Learn how to customize required fields and manage everything from your mobile device with the Android app. 🚀

🔗 Integrate Atom and HubSpot Without Limitations


If you've already connected your contacts, it's time to get the most out of the tool. Atom's advanced integration with HubSpot allows you to unify your entire CRM structure (Companies, Deals, and Tickets) so your team has a 360° view of each customer without having to jump from one platform to another.

🔄 Synchronization of Companies, Deals, and Tickets


When you activate this functionality, information flows in both directions. This means that any relevant data about a Company, an ongoing Deal, or a support Ticket connects directly to the customer's profile.
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  • Full Control: You can choose which HubSpot data you want to see in Atom and which you prefer to hide to keep the view clean.

  • Guaranteed Information: The platform allows you to mark fields as "Required". This way, you ensure that your agents always capture critical data (such as the value of a sale or the reason for a ticket) before moving forward in the process.

📱 Bonus: Management in the palm of your hand
You don't need to be in front of a computer to keep your CRM up to date! Through the Atom application for Android, you can perform business management from anywhere:
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  1. Create records instantly: Create a new Deal, Company, or support Ticket directly from the chat on your phone.

  2. Automatic Synchronization: Everything you register in the mobile app will be reflected immediately in HubSpot.

  3. Total Mobility: Ideal for field sales teams or technical support who need to report progress in real time.

💡 Atom's Useful Tips

  • Custom Configuration: Take advantage of the integration's flexibility to adjust properties according to your business rules. If your sales process changes, you can update the synchronized fields in seconds.

  • Required Fields: Use mandatory fields strategically. This helps make reports in HubSpot much more accurate and prevents "gaps" of information in your Deals.

  • Mobile App: Make sure your entire team downloads the latest version of the app on Android to avoid custom field synchronization errors.

🚨 Common Troubleshooting


❓ I can't see the option to create Deals or Tickets
Verify that the corresponding modules are enabled in your integration settings within Atom. Sometimes, if only "Contacts" is configured, the other options won't appear until you manually enable them.


❓ Atom is asking me to fill in fields I don't want to fill
This happens because those fields were marked as "Required" in HubSpot or in Atom's configuration. If you want them to be optional, you need to change this rule from the admin panel.


❓ The information created on my phone doesn't appear in HubSpot
Check that you have a stable internet connection on your mobile device. If the connection fails, synchronization could take a few minutes to complete once you regain signal.


​Unify your operation and forget about friction! 🚀

By synchronizing Companies, Deals, and Tickets, you transform WhatsApp into a direct extension of your HubSpot CRM. Whether from the office or from your phone, now you have full control so that no sales opportunity or support ticket is forgotten. Boost your management today! ✅

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