HubSpot

HubSpot is a CRM for marketing, sales and service teams. Connecting HubSpot to Resool puts each contact's HubSpot record, owner and deals next to the conversation, so agents can answer with full context, create or update the contact in HubSpot and log notes without switching tabs. You can also sync contacts and companies from HubSpot into Resool automatically.

#What you can do with HubSpot

In the Inbox

• See the HubSpot record of the contact you're talking to: name, email, phone, owner and lifecycle stage, plus any other properties (such as lead source or lead status) you choose to show.
• See the contact's deals with their status (Open, Won or Lost).
• Create in HubSpot a contact that doesn't exist there yet, or Update it there if it already exists.
• Add note to the HubSpot contact straight from the conversation.
• Edit HubSpot properties from Resool, if an admin allows it.
• View in HubSpot to open the record in a new tab.

In the background

• Contact sync: contacts created or updated in HubSpot are created or updated in Resool, using the field mapping you set.
• Company sync: HubSpot companies sync into Resool with their own field mapping.

#Before you begin

• You need a HubSpot account with permission to install apps and read contacts.
• In Resool, only workspace Owners and Admins can connect apps.
• The contact must have an email address or phone number in Resool so it can be matched to a HubSpot contact.

#How to connect HubSpot to Resool

1. Go to Settings › Apps.
2. Find HubSpot under Available now (or open the CRM tab) and click Connect.

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Settings › Apps, CRM tab

The HubSpot card with its logo, description and the Connect button, next to the other CRM cards.

File: screenshots/hubspot-apps-card.png

1. The Connect HubSpot dialog lists what Resool will be able to do after you approve: see your HubSpot account name, read contacts with their owners and deals, create and update contacts, and add notes. Click Continue.

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Settings › Apps › HubSpot › Connect

The "Connect HubSpot" dialog with the description, the "After you approve on HubSpot, Resool will be able to:" permission list, and the Cancel and Continue buttons.

File: screenshots/hubspot-connect-dialog.png

1. Sign in to HubSpot in the window that opens, choose the HubSpot account to connect and approve access.
2. You're returned to Resool and see HubSpot connected. The card now shows the connected account and the Manage and Disconnect buttons.

#How to configure HubSpot

Click Manage on the HubSpot card to open HubSpot settings. Changes are saved with the save bar at the bottom; Discard reverts them.

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Settings › Apps › HubSpot › Manage

The "HubSpot settings" side sheet with the sections View HubSpot properties on Resool, Allow users to edit HubSpot properties, Contact sync and Company sync.

File: screenshots/hubspot-settings-sheet.png

#Choose which properties agents see

Under View HubSpot properties on Resool, click Customize view. Pick properties on the Contact properties and Company properties tabs and drag them into the order you want. Everyone in the workspace sees the same properties, in this order, in the Inbox and on contact pages.

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Settings › Apps › HubSpot › Manage › Customize view

The property picker with the search box, the available properties list, and the "Shown, in order" list with drag handles.

File: screenshots/hubspot-customize-view.png

#Let agents edit HubSpot properties

Turn on Allow users to edit HubSpot properties to let teammates change property values from the Resool panel. Changes go to HubSpot straight away. Email and phone number can't be edited from Resool.

#Turn on Contact sync

1. Turn on Contact sync.
2. Under How Contacts are synced, choose one:
   • Create and update contacts: new contacts are created and existing ones are updated.
   • Create contacts only: new contacts are created; existing ones are linked but never updated.
   • Update contacts only: only contacts that already exist in Resool are updated.
3. Open Advanced settings if you need them:
   • Add the "Auto-Create: HubSpot" tag to contacts created by the sync. Adding this tag doesn't start workflows.
   • Include contacts imported in bulk to also create contacts from HubSpot bulk imports.
   • Only contacts created in HubSpot from now on (with Create contacts only) to skip contacts that were already in HubSpot.
4. Click Configure field mapping and pair each HubSpot property with a Resool field. Only mapped fields are updated, and a value cleared in HubSpot is cleared in Resool too.

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Settings › Apps › HubSpot › Manage › Contact sync › Configure field mapping

The field mapping dialog with several rows (Email → Email, Phone → Phone number, First name → First name, Lifecycle stage → Lifecycle stage) and the Add mapping button.

File: screenshots/hubspot-field-mapping.png

#Turn on Company sync

Turn on Company sync, then click Configure company field mapping to choose which HubSpot company properties fill which Resool fields.

#How to use HubSpot in the Inbox

1. Open a conversation in the Inbox.
2. Click the HubSpot icon in the right-hand sidebar. Resool finds the HubSpot contact by email or phone number.
3. If the contact exists, you see its properties and deals. If not, click Create in HubSpot.
4. Use Add note to log what happened in the conversation, or Update to push changes from Resool to HubSpot.

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Inbox › open a conversation › HubSpot icon in the right sidebar

The HubSpot panel for a matched contact: properties (owner, lifecycle stage), a list of deals with Open/Won statuses, and the Add note, Update and View in HubSpot buttons.

File: screenshots/hubspot-inbox-panel.png

The same panel is available on the contact's page under Apps.

#How to disconnect HubSpot

1. Go to Settings › Apps and click Disconnect on the HubSpot card.
2. Confirm in the Disconnect HubSpot? dialog.

Resool stops accessing your HubSpot account and syncing stops. Contacts already in Resool stay. You can connect again at any time.

#FAQ and troubleshooting

#How does Resool match a conversation to a HubSpot contact?

By the contact's email address or phone number. If the Resool contact has neither, add one first.

#Will turning on Contact sync copy all my existing HubSpot contacts?

No. Only contacts created or updated in HubSpot after you turn on sync are synced. Import existing contacts separately.

#Can agents change a contact's email or phone in HubSpot from Resool?

No. Email and phone number are read-only from Resool, even when property editing is allowed.

#Can I connect more than one HubSpot account?

Each Resool workspace connects to one HubSpot account at a time. Disconnect it to connect a different one.

#Which Resool plans include HubSpot?

Apps are available on all plans. See Plans and billing for plan limits.

#What's next?

• Getting started with apps
• Salesforce
• Contact fields
• Lifecycle stages