Integration with Hubspot

What does this integration do?

When you add or create a new contact in your AnswerForce app, it will be automatically exported to your HubSpot account. This integration is a one-way sync.

Installing the integration

From your AnswerForce application, click on the Manage icon in the sidebar and choose the Integrations tab. When you see this screen, choose HubSpot.

step one of integrating AnswerForce with Hubspot

Click the Integrate button.

step two of integrating AnswerForce with Hubspot

Setup Trigger

Select ‘Trigger’ from the left panel. You will land on this page. Select ‘Call Intake’. Click ‘Continue’

step three of integrating AnswerForce with Hubspot

Click on “+connect” to connect your HubSpot Account

step four of integrating AnswerForce with Hubspot

Connecting your accounts

Enter your HubSpot username and password and click “Grant Access” for AnswerForce.

step five of integrating AnswerForce with Hubspot

Setup Action

step six of integrating AnswerForce with Hubspot

Select the target list in HubSpot where contacts will be exported. Map the AnswerForce fields to the corresponding HubSpot attributes and click continue.

step seven of integrating AnswerForce with Hubspot

Next, click the Test button to verify if the attributes are mapped correctly. Successful mapping will activate integration.

step eight of integrating AnswerForce with Hubspot

You can also apply Filter as per your requirements.

step nine of integrating AnswerForce with Hubspot

Deactivating the integration

To deactivate the integration, go to Manage, choose the HubSpot integration card and click “Deactivate”