HubSpot Integration with Hiver
HubSpot is a leading inbound marketing and sales platform that helps businesses attract visitors, convert leads, and close customers.
Integrating HubSpot with Hiver bridges the gap between your marketing data and email communications, providing your team with a comprehensive view of customer interactions. This integration enables support agents and sales teams to access vital customer information directly within their email workflow, eliminating the need to switch between applications and ensuring more contextual responses to customer queries.
Why integrate HubSpot with Hiver
Having easy access to marketing insights can help ensure your customer service and sales teams get the full context they need to communicate effectively and improve the customer experience. Here's what this integration offers:
- Complete customer profile: See all customer information in one view, including marketing interactions, lead status, and engagement history.
- Marketing-aware support: Make better decisions based on the full history of each customer's journey with your organization.
- Increased efficiency: Handle all communications without having to constantly switch between HubSpot and your email inbox.
- Data consistency: Customer information syncs automatically across both platforms, so everyone works with the same data.
- Enhanced collaboration: Marketing, sales, and support teams stay aligned because they all see the same customer information.
Supported capabilities
The HubSpot-Hiver integration enables your team to:
- Authenticate the integration in one-click and get started quickly.
- View the following details from Hubspot right beside the relevant customer email in Hiver:
- Deal information including deal name, amount, pipeline, deal stage, created date and more.
- Company information including name, domain, type, industry, and annual revenue, and more.
- Contact information including name, email, lead status, phone number, lifecycle stage, and more.
- Use the direct links available for specific details such as deal name and contact name to quickly view the related entity in HubSpot.
- Set up Automations that check whether HubSpot records (Deals, Accounts, or Contacts) exist for the contact email in incoming conversations, and route them to the right person accordingly.
- View data from custom fields configured in HubSpot directly from Hiver.
- Sync conversations to a HubSpot contact, company, or deal, manually or with Automations.
Prerequisites
Before you begin, make sure you have:
- Admin access to both Hiver and HubSpot
- HubSpot developer account with setup access for app creation
Setting up the Hiver and HubSpot integration
1. Go to your Hiver Admin panel → Integrations → Apps.
2. Find HubSpot in the Marketplace Apps list. You’ll see an overview of the features and capabilities available.
3. Click Start setup when you’re ready.
4. Select Click to authenticate. In the new tab that opens, log in to HubSpot.
5. Choose the HubSpot account you want to integrate with Hiver.
6. Authorize the permissions requested and click Connect app. Wait for confirmation of successful connection.
7. Once you’re back In Hiver,
- Select the Shared Inboxes in which you’d like to see the HubSpot data
- Select the user roles you want the information cards to be visible to, then click Save and enable.
8. Your HubSpot app will now be enabled. In the confirmation message, click Got it.
Your HubSpot App will move to the Installed Apps section.
Sync conversations to HubSpot
Note: This feature is currently in an early access program. To enable it for your account, reach out to us at support@hiverhq.com.
You can sync an email conversation from Hiver to a HubSpot contact, company, or deal.
You can do this in two ways:
- Sync a conversation manually
- Log conversations with an Automation
Sync a conversation manually
Go to Advanced settings and toggle on Sync conversation. Once enabled, you'll see a Sync conversation option on every email in your Shared Inbox.
1. Open the conversation and click Sync conversation.
2. Search for and select the HubSpot contact, company, or deal you want to sync the conversation to. Hiver uses the email addresses in the conversation to suggest matching records.
3. Click Save and enable.
The selected email and all future replies in that thread are logged to the HubSpot record.
Log conversations automatically with Automations
You can log a conversation to HubSpot automatically, for conversations that meet the trigger and conditions you define. For example, log every conversation from a customer's domain to their HubSpot company as it arrives.
You can choose from three HubSpot actions:
- Log email to HubSpot Contact: Logs the conversation to the matching HubSpot contact.
- Log email to HubSpot Company: Logs the conversation to the matching HubSpot company.
- Log email to HubSpot Deal: Logs the conversation to the matching HubSpot deal.
To set up the Automation:
1. Create an Automation with the trigger and conditions you need.
2. Add an action, choose HubSpot from the Apps list, and select the log action you want.
3. Click Save and enable to activate the Automation.
Customizing your HubSpot integration
Hiver gives you the option to further customize how HubSpot works within your existing workflows to match your team's specific needs.
Configure card visibility
You can customize the information cards shown to different teams. This lets you show relevant data to the right people across different Shared Inboxes and user roles.
To set up card visibility,
1. Click the Configure visibility settings (eye icon) next to the card name.
2. In Card visibility, select which Shared Inboxes and user roles should see this card.
3. In Field visibility, pick the specific fields you want visible within the card and click Save.
Your settings update instantly. Now only the teams that need this information can see it.
What your agents see after setup
Once integration is complete, agents see HubSpot data right beside their conversations.
- Apps panel: Hiver offers a dedicated ‘Apps’ section in the right panel, making it easy to scan and find details from integrated tools including HubSpot.
- Customer context at a glance: Agents see contact details, company information, lead status, lifecycle stage, recent marketing interactions, deal pipeline status, and campaign engagement all in one place.
- Quick navigation: Direct links take agents to complete records in HubSpot. They can jump between contact, company, and deal records without losing their place in the email.
Advanced customization
If you want to bring in additional data from HubSpot, explore advanced features, or need help with setting up the integration, you can reach out to the Hiver Support team at support@hiverhq.com.
Troubleshooting common issues
If you run into problems during setup, check these authentication items first:
- Verify your OAuth credentials are correct
- Check that scope configurations are set properly
- Make sure the redirect URL is configured correctly
Contact Hiver support at support@hiverhq.com for further help.