CRM: HubSpot Integration - Basics
in progress
B
Bernardo Gonzalez
Business Problem
Many respond.io users require a straightforward way to access their CRM data within our platform to improve response times and customer interaction quality. Without integration, users must switch between systems, leading to inefficiencies and potential data inconsistencies.
Platform Problem
Currently, respond.io does not offer a direct integration with HubSpot CRM that allows for pulling and displaying essential contact information within the user interface.
Desired Outcome
- Core/Simple CRM Integration: Establish a foundational integration with HubSpot to pull and display contact data directly in respond.io. This basic integration should include: Displaying contact names, phone numbers, email addresses, and customer lifecycle stages within respond.io.
- Allowing users to view recent contact interactions and notes from HubSpot without leaving the respond.io interface.
S
Shi Hui
in progress
S
Shi Hui
planned
Amalia Putrieka
Merged in a post:
I want to sync my whatsapp chat in hubspot.
S
Shihab Va
S
Shihab Va
I want to sync both contact and chat . So that I can monitor the status and progress of each lead activity in a single platform
Amalia Putrieka
Hi Shihab Va thanks for clarifying! We'll share your request with the team and will let you know if we have further questions or updates on this :)
S
Shihab Va
Yes
Amalia Putrieka
Shihab Va: Hi, thank you for confirming!
To understand your needs better, could you please clarify if you want to sync both the messages and contacts from WhatsApp chats managed through Respond.io to HubSpot, or are you only interested in syncing the contacts?
Also, could you share more about your objectives or the business problem you're aiming to solve with this sync? Knowing this will help us provide the best solution for your needs.
Looking forward to your response!
Amalia Putrieka
Hi Shihab Va thanks for your request!
Just to clarify, are you looking to sync WhatsApp chats managed through Respond.io directly into HubSpot? Understanding your specific needs will help us assist you better. Hope to hear from you soon! :)
Y
Yihui Chan
under review
Hi all, we're interested in getting your feedback on which tools you are currently using and how you want them integrated with our platform.
Please provide your inputs, so that we can consider your needs to help us build the integration you want. The survey should only take a few minutes. Your feedback is highly appreciated! https://forms.gle/ToBedKo85eoRbFy2A
Erya Houn Heng
This is integration is Critically important.
Aaqib Khwaja
I need the HubSpot integration such that I can see the respond chats associated with the respective customer/lead directly in HS Contacts
Depto Garantias
Hello, is it any news about this integration?
Y
Yihui Chan
Hi Depto Garantias, it's one of our priorities for the year so rest assured we'll share an update when we have a firmer timeline.
In the mean time, can you list down what would you use this integration for? It'll help us better understand your use cases so that we can put them into our planning and consideration.
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