Atom + Hubspot
15 articles
- Integrate HubSpot and Atom in just a few clicks!Synchronize your tools in a matter of minutes. Learn how to access Atom settings to activate your HubSpot integration without complications.
- How to integrate WhatsApp and HubSpot with AtomLearn how to connect your HubSpot account with WhatsApp through Atom. Discover how to automate your responses, synchronize your customer information, and boost your sales by having everything under control…
- Integrate Atom and HubSpot Without LimitationsTake 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…
- HubSpot Configuration Module in AtomLearn to configure step by step the integration between Atom and HubSpot. Discover how to synchronize contacts, map customer properties, import to your team, and automatically assign conversations to the…
- Map HubSpot Properties to Atom Information FieldsThis function links a HubSpot Contacts property with an Atom field. When the data is updated in HubSpot, it automatically syncs in Atom with the same value.
- Forced AssignmentOptimize your team's response time. Forced Assignment automatically distributes conversations to available agents, eliminating manual work. Discover how to configure it to provide smooth and delay-free service.
- Create HubSpot Contacts from AtomSynchronize Atom and HubSpot in real time. This module maps properties, updates the customer lifecycle, and validates contacts via email or phone to avoid duplicates. Keep your CRM automatically updated…
- Objects Companies, Businesses, Notes and Tickets associated with HubSpot contactsGive your team the complete context of the client. Learn to visualize companies, businesses, notes and tickets from HubSpot directly from the conversation in Atom. Provide personalized attention and close…
- HubSpot Company, Business, and Ticket Creation FormsStreamline your operations management. Discover how to use integrated forms to create HubSpot companies, businesses, and tickets directly from Atom. Save time and keep your CRM updated without having to…
- Creating Companies, Businesses, and Tickets in HubSpot in AtomCentralize your business operation. Discover the steps to create new companies, businesses, and HubSpot tickets without leaving Atom. Make your agents' work easier, save time, and ensure that all information…
- How to view Atom conversations in the Activity section of HubSpot?Keep all communication history in one place. Discover how to view Atom conversations directly in the activity section of your contacts in HubSpot. Give your team complete context without switching…
- Adding Custom Actions from Atom in HubSpot WorkflowsIntegrate Atom's Custom Actions into your HubSpot Workflows. Automate sending messages or WhatsApp templates directly from your CRM. Activate communications in Atom based on key events to streamline your operation!
- HubSpot workflows updateTo optimize your data, Atom now separates First Names and Last Names. If you use Webhooks or templates in HubSpot Workflows, adjust your fields so your flows remain operational. Update…
- Uninstallation and removal of the integration between Atom and HubSpotLearn step by step how to disconnect and completely uninstall the integration between Atom and HubSpot. Know the impact on your data, configurations and the interface of your platform before…
- Atom <> HubSpot Contact Linking RulesSynchronize your database perfectly. Understand the linking rules between Atom and HubSpot to ensure that your customer information is always up to date, avoid duplicates, and manage your history without…