{"id":1186,"date":"2020-09-15T10:37:44","date_gmt":"2020-09-15T10:37:44","guid":{"rendered":"https:\/\/www.answerforce.com\/support\/autotask-integration-copy\/"},"modified":"2021-07-15T10:43:41","modified_gmt":"2021-07-15T10:43:41","slug":"hubspot-integration","status":"publish","type":"post","link":"https:\/\/www.answerforce.com\/support\/hubspot-integration","title":{"rendered":"Hubspot + AnswerForce integration"},"content":{"rendered":"<div id=\"ui-id-2\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-1\" aria-hidden=\"false\">\n<div id=\"ui-id-6\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-5\" aria-hidden=\"false\">\n<div id=\"ui-id-16\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-15\" aria-hidden=\"false\">\n<div id=\"ui-id-20\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-19\" aria-hidden=\"false\">\n<div id=\"ui-id-2\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-1\" aria-hidden=\"false\">\n<div id=\"ui-id-18\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-17\" aria-hidden=\"false\">\n<div id=\"ui-id-2\" class=\"accr-content ui-accordion-content ui-helper-reset ui-widget-content ui-corner-bottom ui-accordion-content-active\" role=\"tabpanel\" aria-labelledby=\"ui-id-1\" aria-hidden=\"false\">\n<h5><\/h5>\n<h5><\/h5>\n<h5>What does this integration do?<\/h5>\n<p>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.<\/p>\n<h5>Installing the integration<\/h5>\n<p>From your AnswerForce application, click on the Manage icon in the sidebar and choose the Integrations tab. When you see this screen, choose HubSpot.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/1-App-Listings.png\" alt=\"step one of integrating AnswerForce with Hubspot\" width=\"2866\" height=\"1570\" \/><\/p>\n<p>Click the Integrate button.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/2-Click-HubSpot.png\" alt=\"step two of integrating AnswerForce with Hubspot\" width=\"2862\" height=\"1572\" \/><\/p>\n<h5>Setup Trigger<\/h5>\n<p>Select &#8216;Trigger&#8217; from the left panel. You will land on this page. Select &#8216;Call Intake&#8217;. Click &#8216;Continue&#8217;<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/3-Setup-Trigger.png\" alt=\"step three of integrating AnswerForce with Hubspot\" width=\"2860\" height=\"1568\" \/><\/p>\n<p>Click on &#8220;+connect&#8221; to connect your HubSpot Account<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/4-Connect-with-HubSpot-Account.png\" alt=\"step four of integrating AnswerForce with Hubspot\" width=\"2872\" height=\"1574\" \/><\/p>\n<h5>Connecting your accounts<\/h5>\n<p>Enter your HubSpot username and password and click &#8220;Grant Access&#8221; for AnswerForce.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/5-GrantAccess-to-HubSpotAccount.png\" alt=\"step five of integrating AnswerForce with Hubspot\" width=\"2864\" height=\"1572\" \/><\/p>\n<p>Setup Action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/6-SetupAction.png\" alt=\"step six of integrating AnswerForce with Hubspot\" width=\"2860\" height=\"1570\" \/><\/p>\n<p>Select the target list in HubSpot where contacts will be exported. Map the AnswerForce fields to the corresponding HubSpot attributes and click continue.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/7-SetupTarget-Result.png\" alt=\"step seven of integrating AnswerForce with Hubspot\" width=\"2866\" height=\"1572\" \/><\/p>\n<p>Next, click the Test button to verify if the attributes are mapped correctly. Successful mapping will activate integration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/8-PushTest.png\" alt=\"step eight of integrating AnswerForce with Hubspot\" width=\"2864\" height=\"1574\" \/><\/p>\n<p>You can also apply Filter as per your requirements.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/support-old-dot-live-answerforce.appspot.com\/new\/img\/support_section\/hubspot\/9-ApplyFilter.png\" alt=\"step nine of integrating AnswerForce with Hubspot\" width=\"2866\" height=\"1576\" \/><\/p>\n<h5>Deactivating the integration<\/h5>\n<p>To deactivate the integration, go to Manage, choose the HubSpot integration card and click &#8220;Deactivate&#8221;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":748,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"_links":{"self":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts\/1186"}],"collection":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/comments?post=1186"}],"version-history":[{"count":10,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts\/1186\/revisions"}],"predecessor-version":[{"id":1187,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts\/1186\/revisions\/1187"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/media\/748"}],"wp:attachment":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/media?parent=1186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/categories?post=1186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/tags?post=1186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}