Integrate Convertalk with HubSpot

​

Why use HubSpot with Convertalk:

​

Benefits of using HubSpot with Convertalk:

• Automated Lead Capture: Instantly engage visitors and capture leads in HubSpot CRM without manual intervention.
• Personalized Marketing: Deliver tailored content and follow-ups based on customer interactions within HubSpot.
• Improved Conversion Rates: Automate lead nurturing and increase sales opportunities with seamless chatbot interactions.
• Efficient Data Synchronization: Ensure real-time data synchronization between Convertalk and HubSpot for more effective CRM management.

​

Integrate Convertalk with HubSpot:-

​

Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

1. Login to your Convertalk account, select the Bot you want to integrate with Hubspot.
2. Now, click the**‘Integrate’ tab.**
3. The integrate window will open up. Make sure you are in the “All Integrations Tab.”
4. A list of all native integrations for Convertalk will be available in this window.
   • Now find Hubspot by:-
   • Either scrolling down the list
   • Or by typing in ‘Hubspot’ in the search box with the placeholder “search integration by name”
5. Now click on the ‘connect’ button as shown

​

Step 2 of 4: Find your Authorization Key/Token in App Account

1. To complete the process, you need to fill out:-
2. API Token
3. 
   The API Token:-
4. Click on the Profile Icon on your **Hubspot **dashboard. In this menu, Click On Profile and Preferences.
5. 
   UnderSettings, ** navigate to theAccount Setup Tab.**
6. Under theAccount Setup Tab, ** expand the menu by clicking on theLittle triangle on the right side.**
7. Now, Click on theIntegrations Tab.
8. In The**Integration Menu, ** Click On Private Apps.
9. 
   Now click on the Create a Private App button.
10. 
    A Setup Wizard will open up. Here,
11. Under the Basic Info Tab:
    • Enter your desired name for the integration
    • Enter your desired description for the integration
    • You can upload a logo if you want
12. 
    Now switch to the Scopes Tab. Here:
    1. Click on the CRM tab in the given menu to expand the permissions list.
    2. Select the permissions as shown below
    3. After selecting the permissions, click on the Create App button.
    4. Click on the Continue Creating button on the prompt after you click the create button.

1. 
   Now your private app is live.
2. In The Details Tab:-
   1. Click on the Show token button
   2. Now click on the Copy button
   3. Copy your token and paste it back on Convertalk.

​

Step 3 of 4: Enter Authorization Details and establish connection with your App

1. After filling out the details, click Connect.
2. 
   Look for the notification “Connected Successfully” for confirmation.
3. 
   Also, your HubSpot integration will show the message **Installed **in the Integration List.

​

Step 4 of 4: Test your Integration Set up with Data

​

Still Not Working, Let’s Troubleshoot!

• Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
• Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.