Integrating with Hubspot CRM allows you to import your contacts into MyRepChat and allows MyRepChat to document SMS/Text messages as notes into Hubspot CRM under your customers' profiles.
*See CRM Integrations for generic CRM integration features and behavior.
Set up Integration:
To set up the integration, from the Dashboard, go to Settings-->Integrations-->Connect to CRM.
Scroll down to click on the Hubspot box:
You will be redirected to HubSpot and be prompted to log-in. Accept the integration with MyRepChat and you will be directed back.
Click 'Test' to confirm the integration is successful. You will now be able to search/import contacts and add notes.
As you might expect, each CRM is different for search behavior and may have limitations. This is the behavior specific to Hubspot:
- Hubspot has a 'google style' search where multiple fields are searched with one request. They search first name, last name, email, phone number, and company name.
- We don't currently support search by groups. If you would like us to add search by group, let us know.